2026 Q1 Portfolio Activity
In 2026 Q1, Coral Wealth Management, LLC maintained a portfolio of 16 distinct positions.
Position History
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Total Positions
16
Quarter
2026 Q1
Top Holding
SPY (16.8%)
Top 10 Concentration
92.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
Coral Wealth Management, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
STATE STR SPDR ...
|
ETF | 16.83% | — |
#1
Prev: #—
|
9.5 |
—
|
23,147 | — |
NEW
|
23,147 | $15,053,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 16.20% | — |
#2
Prev: #—
|
9.0 |
—
|
25,093 | — |
NEW
|
25,093 | $14,483,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ONEV
SPDR SERIES TRU...
|
ETF | 10.40% | — |
#3
Prev: #—
|
8.5 |
—
|
372,419 | — |
NEW
|
372,419 | $9,303,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 9.98% | — |
#4
Prev: #—
|
8.0 |
—
|
222,307 | — |
NEW
|
222,307 | $8,923,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BKLN
INVESCO EXCH TR...
|
ETF | 9.79% | — |
#5
Prev: #—
|
7.9 |
—
|
428,815 | — |
NEW
|
428,815 | $8,752,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IEFA
ISHARES TR
|
ETF | 7.43% | — |
#6
Prev: #—
|
6.5 |
—
|
73,436 | — |
NEW
|
73,436 | $6,648,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TBF
PROSHARES TR
|
ETF | 6.69% | — |
#7
Prev: #—
|
6.2 |
—
|
138,033 | — |
NEW
|
138,033 | $5,984,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IEMG
ISHARES INC
|
ETF | 6.59% | — |
#8
Prev: #—
|
6.1 |
—
|
84,446 | — |
NEW
|
84,446 | $5,890,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 4.33% | — |
#9
Prev: #—
|
5.2 |
—
|
63,278 | — |
NEW
|
63,278 | $3,876,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IJR
ISHARES TR
|
ETF | 4.27% | — |
#10
Prev: #—
|
5.2 |
—
|
30,696 | — |
NEW
|
30,696 | $3,816,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IJH
ISHARES TR
|
ETF | 4.24% | — |
#11
Prev: #—
|
5.2 |
—
|
56,169 | — |
NEW
|
56,169 | $3,793,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 0.98% | — |
#12
Prev: #—
|
3.9 |
—
|
21,385 | — |
NEW
|
21,385 | $873,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.62% | — |
#13
Prev: #—
|
3.7 |
—
|
1,500 | — |
NEW
|
1,500 | $558,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PFF
ISHARES TR
|
Preferred | 0.62% | — |
#14
Prev: #—
|
3.7 |
—
|
18,196 | — |
NEW
|
18,196 | $552,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 0.60% | — |
#15
Prev: #—
|
3.7 |
—
|
10,501 | — |
NEW
|
10,501 | $535,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.42% | — |
#16
Prev: #—
|
3.7 |
—
|
1,311 | — |
NEW
|
1,311 | $377,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-16 of 16 holdings