Coral Wealth Management, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 93.5%; sector active share 86.1% against the combined 13F book's sector weights.
Over time 2 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
17 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 98.9% | $120,771,373 |
| Consumer Cyclical | 0.8% | $919,011 |
| Communication Services | 0.3% | $368,448 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFF | iShares Preferred and Income Securities ETF | +267,731 | 285,927 | $8,717,914 | |
| IJH | iShares Core S&P Mid-Cap ETF | +37,381 | 93,550 | $7,213,640 | |
| IJR | iShares Core S&P Small-Cap ETF | +19,581 | 50,277 | $7,456,581 | |
| IEMG | iShares Trust | +10,836 | 95,282 | $7,893,160 | |
| FLOT | iShares Floating Rate Bond ETF | +5,107 | 15,608 | $796,788 | |
| IEFA | iShares Core MSCI EAFE ETF | +4,126 | 77,562 | $7,490,937 | |
| 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. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | 213,527 | $9,055,680 | |
| JAAA | Janus Henderson AAA CLO ETF | 173,366 | $8,753,249 | |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | 79,514 | $8,672,591 | |
| SOXX | iShares Semiconductor ETF | 11,163 | $7,152,803 | |
| AMLP | Alerian MLP ETF | 94,792 | $4,914,965 | |
| ISPY | ProShares S&P 500 High Income ETF | 95,393 | $4,596,988 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 26,930 | $19,831,252 | 16.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 23,144 | $17,283,244 | 14.16% | |
| SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
|
NEW | 213,527 | $9,055,680 | 7.42% | |
| JAAA |
Janus Henderson AAA CLO ETF
|
NEW | 173,366 | $8,753,249 | 7.17% | |
| PFF |
iShares Preferred and Income Securities ETF
|
Added | 285,927 | $8,717,914 | 7.14% | |
| LQD |
iShares iBoxx $ Investment Grade Corporate Bond ETF
|
NEW | 79,514 | $8,672,591 | 7.11% | |
| IEMG |
iShares Trust
|
Added | 95,282 | $7,893,160 | 6.47% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 77,562 | $7,490,937 | 6.14% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 50,277 | $7,456,581 | 6.11% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 93,550 | $7,213,640 | 5.91% | |
| SOXX |
iShares Semiconductor ETF
|
NEW | 11,163 | $7,152,803 | 5.86% | |
| AMLP |
Alerian MLP ETF
|
NEW | 94,792 | $4,914,965 | 4.03% | |
| ISPY |
ProShares S&P 500 High Income ETF
|
NEW | 95,393 | $4,596,988 | 3.77% | |
| XLRE |
State Street(R) Real Estate Select Sector SPDR(R) ETF
|
Held | 21,385 | $941,581 | 0.77% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,185 | $919,011 | 0.75% | |
| FLOT |
iShares Floating Rate Bond ETF
|
Added | 15,608 | $796,788 | 0.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,031 | $368,448 | 0.30% |
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.