StockDriftsStockDriftsTop 17 Coral Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 16.25% | 26.9K | $19.8M | +7.32%(+1.84K) | $599.26(+20.28%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 14.16% | 23.1K | $17.3M | -0.01%(-3) | $666.13(+16.12%) | 2026-06-30 | |
| SHYG | ISHARES TR | 7.42% | 213.5K | $9.1M | new | $42.17(-0.08%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 7.17% | 173.4K | $8.8M | new | $50.50(+0.15%) | 2026-06-30 | |
| PFF | ISHARES TR | 7.14% | 285.9K | $8.7M | +1471.37%(+267.73K) | $30.33(+0.89%) | 2026-06-30 | |
| LQD | ISHARES TR | 7.11% | 79.5K | $8.7M | new | $108.69(-2.26%) | 2026-06-30 | |
| IEMG | ISHARES INC | 6.47% | 95.3K | $7.9M | +12.83%(+10.84K) | $69.24(+15.87%) | 2026-06-30 | |
| IEFA | ISHARES TR | 6.14% | 77.6K | $7.5M | +5.62%(+4.13K) | $90.11(+12.13%) | 2026-06-30 | |
| IJR | ISHARES TR | 6.11% | 50.3K | $7.5M | +63.79%(+19.58K) | $127.05(+17.08%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.91% | 93.5K | $7.2M | +66.55%(+37.38K) | $68.60(+13.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.48% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.78% |
Coral Wealth Management, LLC reports $122.06M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (16.3%), SPY (14.2%) and SHYG (7.4%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +10.48% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Coral Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2135133). View Coral Wealth Management, LLC’s 13F filings on SEC