Coquina Private Wealth LLC
All 13F Filings
- Location
- Port Charlotte, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 147,257
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 101 | 147,257 | 13F-HR | Coquina Private Wealth LLC |
| Q1 2026 | 5/5/2026 | 96 | 124,325 | 13F-HR | Coquina Private Wealth LLC |
| Q4 2025 | 1/29/2026 | 90 | 124,762 | 13F-HR | Coquina Private Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 55.95 K | 38.0% | 7.655 K | 0 | 7.655 K |
| ETFs | 91.3 K | 62.0% | 15.27 K | 0 | 15.27 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
147,257
Holdings
101
QoQ value change ($000)
22,932
(18.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.