Coral Wealth Management, LLC
CIK
2135133
Location
MIAMI, FL
Portfolio Value
Micro
$30,471,212
Diversification
Highly concentrated
Filing Date
Mar 31, 2026
Global Rank
#7,035
/ 8,232
Top Industry
Auto Manufacturers
59.7%
Period ended 2 months ago
Filed May 15, 2026 · 30d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+0.6%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−5.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
4 positions · as of Mar 31, 2026Top Position
49.4%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
4,705
Highly concentrated
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 96.9% | $29,536,596 |
| Consumer Cyclical | 1.8% | $557,625 |
| Communication Services | 1.2% | $376,991 |
4 positions ·
$30,471,212 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
First | 23,147 | $15,053,419 | 49.40% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 25,093 | $14,483,177 | 47.53% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 1,500 | $557,625 | 1.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 1,311 | $376,991 | 1.24% |