Asset Manager
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Coral Wealth Management, LLC
First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q1 2026 · Filed 2026-05-15
Market Value
$89M
Holdings
16
New Purchases
16
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
92.5%
Turnover
100.0%
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 4 | $30M | 34.1% |
| Large Cap | 7 | $33M | 37.5% |
| Mid Cap | 3 | $10M | 11.4% |
| Small Cap | 1 | $9M | 10.4% |
| Micro Cap | 1 | $6M | 6.7% |
Portfolio Analytics
Avg Market Cap
$507.8B
Median Market Cap
$75.1B
Avg P/E
192.2
Median P/E
192.2
Avg Dividend Yield
0.00%
Avg Beta
0.62
# Stocks
2
# ETFs / Funds
14
Top Holdings (16 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | 16.83% | 23,147 | $15M | $650.32 | — | — | — | |
| 2 | QQQ | 16.20% | 25,093 | $14M | $577.17 | — | — | — | |
| 3 | ONEV | 10.40% | 372,419 | $9M | $24.98 | — | — | — | |
| 4 | BIL | 9.98% | 222,307 | $9M | $40.14 | — | — | — | |
| 5 | BKLN | 9.79% | 428,815 | $9M | $20.41 | — | — | — | |
| 6 | IEFA | 7.43% | 73,436 | $7M | $90.53 | — | — | — | |
| 7 | TBF | 6.69% | 138,033 | $6M | $43.35 | — | — | — | |
| 8 | IEMG | 6.59% | 84,446 | $6M | $69.75 | — | — | — | |
| 9 | XLE | 4.33% | 63,278 | $4M | $61.25 | — | — | — | |
| 10 | IJR | 4.27% | 30,696 | $4M | $124.32 | — | — | — | |
| 11 | IJH | 4.24% | 56,169 | $4M | $67.53 | — | — | — | |
| 12 | XLRE | 0.98% | 21,385 | $873K | $40.82 | — | — | — | |
| 13 | TSLA | 0.62% | 1,500 | $558K | $372.00 | — | — | — | |
| 14 | PFF | 0.62% | 18,196 | $552K | $30.34 | — | — | — | |
| 15 | FLOT | 0.60% | 10,501 | $535K | $50.95 | — | — | — | |
| 16 | GOOGL | 0.42% | 1,311 | $377K | $287.57 | — | — | — |