Coral Wealth Management, LLC ETF holdings
Miami, FL
Reported $120.8M in 15 ETFs in its Form 13F for June 30, 2026.
ETF value
$120.8M
ETFs held
15
Change from prior quarter
+36.5%
With price moves
ETFs as a share of its 13F
98.9%
of $122.1M
Top 10 of 15 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $19.8M | 26,930 | +1,837 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $17.3M | 23,144 | −3 shares |
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | $9.1M | 213,527 | New position |
| JAAA | Janus Henderson AAA CLO ETF | $8.8M | 173,366 | New position |
| PFF | iShares Preferred and Income Securities ETF | $8.7M | 285,927 | +267,731 shares |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | $8.7M | 79,514 | New position |
| IEMG | iShares Core MSCI Emerging Markets ETF | $7.9M | 95,282 | +10,836 shares |
| IEFA | iShares Core MSCI EAFE ETF | $7.5M | 77,562 | +4,126 shares |
| IJR | iShares Core S&P Small-Cap ETF | $7.5M | 50,277 | +19,581 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $7.2M | 93,550 | +37,381 shares |
5 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002135133. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Coral Wealth Management, LLC own?
Coral Wealth Management, LLC reported 15 ETF positions worth $120.8M in its Form 13F for June 30, 2026. The largest was QQQ, at $19.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.