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Filers›Holding Co.›Coral Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

Coral Wealth Management, LLC

Coral Wealth's holding co. based in Stamford, CT — $89M in tracked AUM across 16 positions as of Q1 2026.

CW
Coral Wealth·Stamford, CT·Holding Co.
CIK 0002135133 · last filed Mar 31, 2026
Total AUM
$89M
▲ 2.3%
vs prior
Holdings
16
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Tech
36% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Coral Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$15M23K16.8%
02
QQQ
INVESCO QQQ TR
$14M25K16.2%
03
ONEV
SPDR SERIES TRUST
$9M372K10.4%
04
BIL
SPDR SERIES TRUST
$9M222K10.0%
05
BKLN
INVESCO EXCH TRADED FD TR II
$9M429K9.8%
06
IEFA
ISHARES TR
$7M73K7.4%
07
TBF
PROSHARES TR
$6M138K6.7%
08
IEMG
ISHARES INC
$6M84K6.6%
09
XLE
SELECT SECTOR SPDR TR
$4M63K4.3%
10
IJR
ISHARES TR
$4M31K4.3%

Filing history

Filing history loading…
AI Agent · grounded in Coral
haiku-4-5 · 16 positions indexed
Sector mix
  • Tech36%
  • Financials7%
  • Health Care14%
  • Cons. Disc.4%
  • Energy9%
  • Other30%
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