Coral Wealth Management, LLC - Portfolio overview

Coral Wealth Management, LLC has 16 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Communication Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 16.83%
2. QQQ - INVESCO QQQ TR, 16.20%
3. ONEV - SPDR SERIES TRUST, 10.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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