Coquina Private Wealth LLC - Portfolio overview

Coquina Private Wealth LLC has 96 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 25.89%
2. SCHD - SCHWAB STRATEGIC TR, 7.45%
3. MGK - VANGUARD WORLD FD, 5.97%

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

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