Coral Wealth Management, LLC

CIK

2135133

Location

MIAMI, FL

Portfolio Value

Micro $38,401,955

Diversification

Highly concentrated

Filing Date

Global Rank

#7,240 / 8,517 ▲ 27

Top Industry

Auto Manufacturers 71.4%

3Y Alpha vs SPY

-13.1%

Period ended 46 days ago

Filed Aug 4, 2026 · 11d

2 quarters · since Mar 2026

Clone Performance

May 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+2.1%

SPY

+5.0%

Annualised alpha

-13.0%

Max drawdown

−4.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

4 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

51.6%

+11.6 pts

Top 5

100.0%

0.0 pts

Top 10

100.0%

0.0 pts

HHI

4,699

Highly concentrated+1,404

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.6%	$37,114,496	2
Consumer Cyclical	2.4%	$919,011	1
Communication Services	1.0%	$368,448	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+1,837	26,930	$19,831,252
TSLA	Tesla, Inc.	+685	2,185	$919,011
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−280	1,031	$368,448
SPY	Spdr S&P 500 ETF Trust	−3	23,144	$17,283,244
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	222,307	$20,372,213
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 tracked positions · $38,401,955 total · filing declares 17 positions · $122,058,850 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	26,930	+1,837	$19,831,252	+36.9%	51.64%
SPY	Spdr S&P 500 ETF Trust	Reduced	23,144	-3	$17,283,244	+14.8%	45.01%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,185	+685	$919,011	+64.8%	2.39%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,031	-280	$368,448	−2.3%	0.96%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.