Coral Wealth Management, LLC
All 13F Filings
- Location
- Miami, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 122,059
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/4/2026 | 17 | 122,059 | 13F-HR | Coral Wealth Management, LLC |
| Q1 2026 | 5/15/2026 | 16 | 89,416 | 13F-HR | Coral Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.04 K | 8.2% | 9.105 K | 0 | 9.105 K |
| ETFs | 111.2 K | 91.1% | 23.28 K | 0 | 23.28 K |
| Debt | 797 | 0.7% | 262 | 0 | 262 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
122,059
Holdings
17
QoQ value change ($000)
32,643
(36.5%)
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.