Q2 2026 13F · SEC CIK 2135133
Coral Wealth Management, LLC
Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $122.1M
- Reported positions
- 17
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $124.3M
Coral Wealth Management, LLC is a wealth manager that reported 17 positions worth $122.1M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Invesco Qqq Tr (QQQ, 16.2%), State Str Spdr S&p 500 ETF T (SPY, 14.2%), Ishares Tr (SHYG, 7.4%).
Coral Wealth Management, LLC holdings all 17 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| QQQInvesco Qqq Tr | 16.2% | +7.3% | $19.8M |
| SPYState Str Spdr S&p 500 ETF T | 14.2% | -0.0% | $17.3M |
| SHYGIshares Tr | 7.4% | — | $9.1M |
| JAAAJanus Detroit Str Tr | 7.2% | — | $8.8M |
| PFFIshares Tr | 7.1% | +1471.4% | $8.7M |
| LQDIshares Tr | 7.1% | — | $8.7M |
| IEMGIshares Inc | 6.5% | +12.8% | $7.9M |
| IEFAIshares Tr | 6.1% | +5.6% | $7.5M |
| IJRIshares Tr | 6.1% | +63.8% | $7.5M |
| IJHIshares Tr | 5.9% | +66.6% | $7.2M |
| SOXXIshares Tr | 5.9% | — | $7.2M |
| AMLPAlps ETF Tr | 4.0% | — | $4.9M |
| ISPYProshares Tr | 3.8% | — | $4.6M |
| XLRESelect Sector Spdr Tr | 0.8% | +0.0% | $942K |
| TSLATesla Inc | 0.8% | +45.7% | $919K |
| FLOTIshares Tr | 0.7% | +48.6% | $797K |
| GOOGLAlphabet Inc | 0.3% | -21.4% | $368K |
What Coral Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- SHYG Ishares Tr7.4% of 13F
- JAAA Janus Detroit Str Tr7.2% of 13F
- LQD Ishares Tr7.1% of 13F
- SOXX Ishares Tr5.9% of 13F
- AMLP Alps ETF Tr4.0% of 13F
- ISPY Proshares Tr3.8% of 13F
Added to
- PFF Ishares Tr+1471.4% shares
- IJH Ishares Tr+66.6% shares
- IJR Ishares Tr+63.8% shares
- FLOT Ishares Tr+48.6% shares
- TSLA Tesla Inc+45.7% shares
- IEMG Ishares Inc+12.8% shares
- QQQ Invesco Qqq Tr+7.3% shares
- IEFA Ishares Tr+5.6% shares
Reduced
- GOOGL Alphabet Inc-21.4% shares
Sold out
- ONEV Spdr Series Trustwas 10.4%
- BIL Spdr Series Trustwas 10.0%
- BKLN Invesco Exch Traded Fd Tr IIwas 9.8%
- TBF Proshares Trwas 6.7%
- XLE Select Sector Spdr Trwas 4.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $122.1M | 17 |
| Q1 2026 | $89.4M | 16 |
Questions about Coral Wealth Management, LLC's portfolio
What stocks does Coral Wealth Management, LLC own?
Coral Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 17 positions worth $122.1M. The largest are Invesco Qqq Tr (QQQ) at 16.2%, State Str Spdr S&p 500 ETF T (SPY) at 14.2%, Ishares Tr (SHYG) at 7.4%, Janus Detroit Str Tr (JAAA) at 7.2% and Ishares Tr (PFF) at 7.1%.
What did Coral Wealth Management, LLC buy last quarter?
In Q2 2026, Coral Wealth Management, LLC added a new position in Ishares Tr (SHYG), a new position in Janus Detroit Str Tr (JAAA), a new position in Ishares Tr (LQD), a new position in Ishares Tr (SOXX), a new position in Alps ETF Tr (AMLP), Ishares Tr (PFF) (+1471.4% shares), Ishares Tr (IJH) (+66.6% shares) and Ishares Tr (IJR) (+63.8% shares), compared with its Q1 2026 filing.
What did Coral Wealth Management, LLC sell last quarter?
In Q2 2026, Coral Wealth Management, LLC sold all of Spdr Series Trust (ONEV), sold all of Spdr Series Trust (BIL), sold all of Invesco Exch Traded Fd Tr II (BKLN), sold all of Proshares Tr (TBF), sold all of Select Sector Spdr Tr (XLE) and Alphabet Inc (GOOGL) (-21.4% shares), compared with its Q1 2026 filing.
When is Coral Wealth Management, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Coral Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Coral Wealth Management, LLC manage?
Coral Wealth Management, LLC reported $124.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $122.1M.