Coral Wealth Management, LLC
CIK 2135133 · Holdings on Jun 30, 2026 · First reported Aug 4, 2026
Top ten holdings
Q2 2026- QQQ16.25%
- SPY14.16%
- SHYG7.42%
- JAAA7.17%
- PFF7.14%
- LQD7.11%
- IEMG6.47%
- IEFA6.14%
- IJR6.11%
- IJH5.91%
Share classes counted separately83.88%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PFFWeight increased · +6.52 pp0.62% → 7.14%Shares +267.73K (+1471.37%)
- SPYWeight decreased · -2.67 pp16.83% → 14.16%Shares -3 (-0.01%)
- IJRWeight increased · +1.84 pp4.27% → 6.11%Shares +19.58K (+63.79%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 17
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $19.83M | 16.25% | 26.93K shares | 16.20% → 16.25%+0.05 pp +1.84K (+7.32%) | Added | ▾ |
| 02 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $17.28M | 14.16% | 23.14K shares | 16.83% → 14.16%-2.67 pp -3 (-0.01%) | Reduced | ▾ |
| 03 | SHYGISHARES 0-5 YR HY CORP BOND0-5YR HI YL CP View history and evidence | $9.06M | 7.42% | 213.53K shares | Prior unavailable +213.53K | New | ▾ |
| 04 | JAAAJANUS HENDERSON AAA CLO ETFHENDRSON AAA CL View history and evidence | $8.75M | 7.17% | 173.37K shares | Prior unavailable +173.37K | New | ▾ |
| 05 | PFFISHARES PREFERRED & INCOME SPFD AND INCM SEC View history and evidence | $8.72M | 7.14% | 285.93K shares | 0.62% → 7.14%+6.52 pp +267.73K (+1471.37%) | Added | ▾ |
| 06 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $8.67M | 7.11% | 79.51K shares | Prior unavailable +79.51K | New | ▾ |
| 07 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $7.89M | 6.47% | 95.28K shares | 6.59% → 6.47%-0.12 pp +10.84K (+12.83%) | Added | ▾ |
| 08 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $7.49M | 6.14% | 77.56K shares | 7.43% → 6.14%-1.29 pp +4.13K (+5.62%) | Added | ▾ |
| 09 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $7.46M | 6.11% | 50.28K shares | 4.27% → 6.11%+1.84 pp +19.58K (+63.79%) | Added | ▾ |
| 10 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $7.21M | 5.91% | 93.55K shares | 4.24% → 5.91%+1.67 pp +37.38K (+66.55%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ONEV SS SPDR R1000 LO VOL FOC ETF | Non-derivative | -372,419 | -$9.30M | SEC filing ↗ | SEC filing ↗ |
| BIL SS SPDR BB 1-3M T-BILL ETF | Non-derivative | -222,307 | -$8.92M | SEC filing ↗ | SEC filing ↗ |
| BKLN INVESCO SENIOR LOAN ETF | Non-derivative | -428,815 | -$8.75M | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2135133 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 122058850
}Take these holdings further.
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