Coral Wealth Management
MIAMI, FLfiles as Coral Wealth Management, LLC
$122m in 17 US stocks at the end of 30 June 2026. The top 10 are 83.9% of the money. It changed about 45.6% of the portfolio this quarter.
Value
$122m
Stocks
17
Top 10 share
83.9%
Turnover
45.6%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRSHYG7.4% of the fund
- Janus Detroit STR TRJAAA7.2% of the fund
- Ishares TRLQD7.1% of the fund
- Ishares TRSOXX5.9% of the fund
- Alps ETF TRAMLP4.0% of the fund
- Proshares TRISPY3.8% of the fund
Added
Bought more of a stock they already held.
- Invesco QQQ TRQQQ16.2% of the fund+7%
- Ishares TRPFF7.1% of the fund+1471%
- IsharesIEMG6.5% of the fund+13%
- Ishares TRIEFA6.1% of the fund+6%
- Ishares TRIJR6.1% of the fund+64%
- Ishares TRIJH5.9% of the fund+67%
- TeslaTSLA0.8% of the fund+46%
- Ishares TRFLOT0.7% of the fund+49%
Cut
Sold some of their stake.
- AlphabetGOOGL0.3% of the fund-21%
Sold out
Sold their entire stake.
- Spdr Series TrustONEV-100%
- Spdr Series TrustBIL-100%
- Invesco Exch Traded FD TR IIBKLN-100%
- Proshares TRTBF-100%
- Select Sector Spdr TRXLE-100%
Holdings
- Invesco QQQ TRQQQ
- Share
- 16.2%
- Value
- $20m
- Shares
- 26,930
+7%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 14.2%
- Value
- $17m
- Shares
- 23,144
Held
- Ishares TRSHYG
- Share
- 7.4%
- Value
- $9m
- Shares
- 213,527
New
- Janus Detroit STR TRJAAA
- Share
- 7.2%
- Value
- $9m
- Shares
- 173,366
New
- Ishares TRPFF
- Share
- 7.1%
- Value
- $9m
- Shares
- 285,927
+1471%
- Ishares TRLQD
- Share
- 7.1%
- Value
- $9m
- Shares
- 79,514
New
- IsharesIEMG
- Share
- 6.5%
- Value
- $8m
- Shares
- 95,282
+13%
- Ishares TRIEFA
- Share
- 6.1%
- Value
- $7m
- Shares
- 77,562
+6%
- Ishares TRIJR
- Share
- 6.1%
- Value
- $7m
- Shares
- 50,277
+64%
- Ishares TRIJH
- Share
- 5.9%
- Value
- $7m
- Shares
- 93,550
+67%
- Ishares TRSOXX
- Share
- 5.9%
- Value
- $7m
- Shares
- 11,163
New
- Alps ETF TRAMLP
- Share
- 4.0%
- Value
- $5m
- Shares
- 94,792
New
- Proshares TRISPY
- Share
- 3.8%
- Value
- $5m
- Shares
- 95,393
New
- Select Sector Spdr TRXLRE
- Share
- 0.8%
- Value
- $941,582
- Shares
- 21,385
Held
- Ishares TRFLOT
- Share
- 0.7%
- Value
- $796,788
- Shares
- 15,608
+49%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Invesco QQQ TRQQQ | 16.2% | $20m | 26,930 | +7% |
| State STR Spdr S&P 500 ETF TSPY | 14.2% | $17m | 23,144 | Held |
| Ishares TRSHYG | 7.4% | $9m | 213,527 | New |
| Janus Detroit STR TRJAAA | 7.2% | $9m | 173,366 | New |
| Ishares TRPFF | 7.1% | $9m | 285,927 | +1471% |
| Ishares TRLQD | 7.1% | $9m | 79,514 | New |
| IsharesIEMG | 6.5% | $8m | 95,282 | +13% |
| Ishares TRIEFA | 6.1% | $7m | 77,562 | +6% |
| Ishares TRIJR | 6.1% | $7m | 50,277 | +64% |
| Ishares TRIJH | 5.9% | $7m | 93,550 | +67% |
| Ishares TRSOXX | 5.9% | $7m | 11,163 | New |
| Alps ETF TRAMLP | 4.0% | $5m | 94,792 | New |
| Proshares TRISPY | 3.8% | $5m | 95,393 | New |
| Select Sector Spdr TRXLRE | 0.8% | $941,582 | 21,385 | Held |
| TeslaTSLA | 0.8% | $919,011 | 2,185 | +46% |
| Ishares TRFLOT | 0.7% | $796,788 | 15,608 | +49% |
| AlphabetGOOGL | 0.3% | $368,448 | 1,031 | -21% |
Over time and by industry
Value over time
Jun '26
Value is up 36.5% since 31 March 2026.
Where the money is
Retail & consumer0.8%
Media & telecom0.3%
Other98.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.