Coral Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$122,059
Net value change ($000)
+32,643 (36.5%)
New positions
6
Sold out positions
5
Turnover %
65.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SHYG 9,056 NEW
JAAA 8,753 NEW
LQD 8,673 NEW
PFF 8,166 1479.3%
SOXX 7,153 NEW
QQQ 5,348 36.9%
AMLP 4,915 NEW
ISPY 4,597 NEW
IJR 3,641 95.4%
IJH 3,421 90.2%
Top Reduces (Value $000, Stocks/ETFs)
ONEV -9,303 -100.0%
BIL -8,923 -100.0%
BKLN -8,752 -100.0%
TBF -5,984 -100.0%
XLE -3,876 -100.0%
GOOGL -9 -2.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type