Coral Wealth Management, LLC

Est. AUM

$89.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$15.1M	23147	16.83%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$14.5M	25093	16.20%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$9.3M	372419	10.40%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$8.9M	222307	9.98%	SOLE
5	INVESCO EXCH TRADED FD TR II	SR LN ETF	$8.8M	428815	9.79%	SOLE
6	ISHARES TR	CORE MSCI EAFE	$6.6M	73436	7.43%	SOLE
7	PROSHARES TR	SHRT 20+YR TRE	$6.0M	138033	6.69%	SOLE
8	ISHARES INC	CORE MSCI EMKT	$5.9M	84446	6.59%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET ENE	$3.9M	63278	4.33%	SOLE
10	ISHARES TR	CORE S&P SCP ETF	$3.8M	30696	4.27%	SOLE
11	ISHARES TR	CORE S&P MCP ETF	$3.8M	56169	4.24%	SOLE
12	SELECT SECTOR SPDR TR	STATE STREET REA	$873K	21385	0.98%	SOLE
13	TESLA INC	COM	$558K	1500	0.62%	SOLE
14	ISHARES TR	PFD AND INCM SEC	$552K	18196	0.62%	SOLE
15	ISHARES TR	FLTG RATE NT ETF	$535K	10501	0.60%	SOLE
16	ALPHABET INC	CAP STK CL A	$377K	1311	0.42%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.