Coral Wealth Management, LLC holds a focused book of 17 reported positions worth $122.1M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Ishares 0-5 Yr Hy Corp Bond and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Invesco QQQ Trust Series 1 at 16% of the reported non-option book.
Coral Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Coral Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Rising Stella Capital Pte. Ltd | 2 / 17 | $223.2M |
| Anchor Capital Management Group Inc | 2 / 17 | $123.6M |
| Shanda Asset Management Holdings Ltd | 2 / 17 | $1.8B |
| Wallace Hart LLC | 3 / 17 | $106.8M |
| Urban Financial Advisory Corp | 6 / 17 | $240.4M |
| XP Advisory US, Inc. | 6 / 17 | $120.8M |
| III Capital Management | 2 / 17 | $259.0M |
| Dean, Jacobson Financial Services, LLC | 3 / 17 | $115.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Coral Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $19.8M | 26.9K | 16.2% | ▲+7.3% Added · +2K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $17.3M | 23.1K | 14.2% | ▼~0% Reduced · −3 sh | |
| 3 | Ishares TR 0-5YR HI YL CP | $9.1M | 213.5K | 7.4% | ▲New New position | |
| 4 | Janus Detroit STR TR HENDRSON AAA CL | $8.8M | 173.4K | 7.2% | ▲New New position | |
| 5 | Ishares TR PFD AND INCM SEC | $8.7M | 285.9K | 7.1% | ▲16× Added · +268K sh | |
| 6 | Ishares TR IBOXX INV CP ETF | $8.7M | 79.5K | 7.1% | ▲New New position | |
| 7 | Ishares Inc CORE MSCI EMKT | $7.9M | 95.3K | 6.5% | ▲+13% Added · +11K sh | |
| 8 | Ishares TR CORE MSCI EAFE | $7.5M | 77.6K | 6.1% | ▲+5.6% Added · +4K sh | |
| 9 | Ishares TR CORE S&P SCP ETF | $7.5M | 50.3K | 6.1% | ▲+64% Added · +20K sh | |
| 10 | Ishares TR CORE S&P MCP ETF | $7.2M | 93.5K | 5.9% | ▲+67% Added · +37K sh | |
| 11 | Ishares TR ISHARES SEMICDTR | $7.2M | 11.2K | 5.9% | ▲New New position | |
| 12 | ALPS ETF TR ALERIAN MLP | $4.9M | 94.8K | 4.0% | ▲New New position | |
| 13 | Proshares TR S&P 500 HIGH ETF | $4.6M | 95.4K | 3.8% | ▲New New position | |
| 14 | Select Sector SPDR TR ST STR REAL ETF | $942K | 21.4K | 0.8% | —Held | |
| 15 | Tesla Inc COM | $919K | 2.2K | 0.8% | ▲+46% Added · +685 sh | |
| 16 | Ishares TR FLTG RATE NT ETF | $797K | 15.6K | 0.7% | ▲+49% Added · +5K sh | |
| 17 | Alphabet Inc CAP STK CL A | $368K | 1.0K | 0.3% | ▼−21% Reduced · −280 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2135133/holdings"
Use Arkolith to show Coral Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.