Coral Wealth Management, LLC holds a focused book of 17 stocks 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 equity book. Cloning the disclosed picks since 2026 would be +3%. That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Coral Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +6.1%, a 2.9-point gap that is the cost of the ~35-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Coral Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
Other tracked managers holding the same core names as Coral Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 22 / 17 | $122.3B |
| UBS Group AG | 22 / 17 | $36.2B |
| LPL Financial LLC | 22 / 17 | $32.9B |
| ROYAL BANK OF CANADA | 22 / 17 | $25.9B |
| OSAIC HOLDINGS, INC. | 22 / 17 | $4.5B |
| Advisory Services Network, LLC | 22 / 17 | $549.3M |
| BANK OF AMERICA CORP /DE/ | 21 / 17 | $112.4B |
| JPMORGAN CHASE & CO | 21 / 17 | $75.0B |
Ranked by how many of Coral Wealth Management, LLC's top 17 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.