Filed: 5/15/2026ACC: 0001172661-26-002197
📋 What this filing means
CORAL WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $89.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$89.42M
Total AUM (reported)
1.57M
Total Shares
Allocation by class
STATE STREET SPD$18.23M20.4%
TR UNIT$15.05M16.8%
UNIT SER 1$14.48M16.2%
SR LN ETF$8.75M9.8%
CORE MSCI EAFE$6.65M7.4%
SHRT 20+YR TRE$5.98M6.7%
CORE MSCI EMKT$5.89M6.6%
Portfolio Concentration
Top 3$38.84M43.4%
4–10$43.89M49.1%
11–25$6.69M7.5%
Top 3 weight
43.4%
Top 10 weight
92.5%
Voting Authority Distribution
Total shares with voting rights: 1.57M
Sole
Full voting authority
1.57M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
STATE STR SPDR S&P 500 ETF T
SOLEShares23.15K
TypeSH
Market value$15.05M
16.83%
Sole
23.15K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares25.09K
TypeSH
Market value$14.48M
16.20%
Sole
25.09K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares372.42K
TypeSH
Market value$9.30M
10.40%
Sole
372.42K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares222.31K
TypeSH
Market value$8.92M
9.98%
Sole
222.31K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares428.81K
TypeSH
Market value$8.75M
9.79%
Sole
428.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares73.44K
TypeSH
Market value$6.65M
7.43%
Sole
73.44K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares138.03K
TypeSH
Market value$5.98M
6.69%
Sole
138.03K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares84.45K
TypeSH
Market value$5.89M
6.59%
Sole
84.45K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares63.28K
TypeSH
Market value$3.88M
4.33%
Sole
63.28K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares30.70K
TypeSH
Market value$3.82M
4.27%
Sole
30.70K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares56.17K
TypeSH
Market value$3.79M
4.24%
Sole
56.17K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares21.39K
TypeSH
Market value$873.0K
0.98%
Sole
21.39K
Shared
0.00
None
0.00
TESLA INC
SOLEShares1.50K
TypeSH
Market value$558.0K
0.62%
Sole
1.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.20K
TypeSH
Market value$552.0K
0.62%
Sole
18.20K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.50K
TypeSH
Market value$535.0K
0.60%
Sole
10.50K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.31K
TypeSH
Market value$377.0K
0.42%
Sole
1.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 23.15K | SH | $15.05M 16.83% | 23.15K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 25.09K | SH | $14.48M 16.20% | 25.09K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 372.42K | SH | $9.30M 10.40% | 372.42K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 222.31K | SH | $8.92M 9.98% | 222.31K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | SR LN ETF | 428.81K | SH | $8.75M 9.79% | 428.81K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 73.44K | SH | $6.65M 7.43% | 73.44K | 0.00 | 0.00 |
PROSHARES TRSOLE | SHRT 20+YR TRE | 138.03K | SH | $5.98M 6.69% | 138.03K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 84.45K | SH | $5.89M 6.59% | 84.45K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 63.28K | SH | $3.88M 4.33% | 63.28K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 30.70K | SH | $3.82M 4.27% | 30.70K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 56.17K | SH | $3.79M 4.24% | 56.17K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET REA | 21.39K | SH | $873.0K 0.98% | 21.39K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.50K | SH | $558.0K 0.62% | 1.50K | 0.00 | 0.00 |
ISHARES TRSOLE | PFD AND INCM SEC | 18.20K | SH | $552.0K 0.62% | 18.20K | 0.00 | 0.00 |
ISHARES TRSOLE | FLTG RATE NT ETF | 10.50K | SH | $535.0K 0.60% | 10.50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.31K | SH | $377.0K 0.42% | 1.31K | 0.00 | 0.00 |