Coral Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$89.4M
Q ending 2026-03-31
Prior quarter
–
Q ending 2025-12-31
Change
– QoQ
Positions
16
reported holdings
Largest positions
All 16 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $15.1M | 23K |
| Invesco Qqq Tr | QQQ | Shares | $14.5M | 25K |
| Spdr Series Trust | ONEV | Shares | $9.3M | 372K |
| Spdr Series Trust | BIL | Shares | $8.9M | 222K |
| Invesco Exch Traded Fd Tr Ii | BKLN | Shares | $8.8M | 429K |
| Ishares Tr | IEFA | Shares | $6.6M | 73K |
| Proshares Tr | TBF | Shares | $6.0M | 138K |
| Ishares Inc | IEMG | Shares | $5.9M | 84K |
| Select Sector Spdr Tr | XLE | Shares | $3.9M | 63K |
| Ishares Tr | IJR | Shares | $3.8M | 31K |
| Ishares Tr | IJH | Shares | $3.8M | 56K |
| Select Sector Spdr Tr | XLRE | Shares | $873K | 21K |
| Tesla Inc | TSLA | Shares | $558K | 2K |
| Ishares Tr | PFF | Shares | $552K | 18K |
| Ishares Tr | FLOT | Shares | $535K | 11K |
| Alphabet Inc | GOOGL | Shares | $377K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.