Coral Wealth Management, LLC 13F Portfolio

CIK 2135133 Filing since Q1 2026 Q2 2026 filed Aug 4, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 4, 2026.

Portfolio Snapshot

2 positions · Q2 2026

Coral Wealth Management, LLC reported 2 positions worth $1.29M for the quarter ended Jun 30, 2026, up 37.7% on the prior quarter. It opened 0 new positions, added to 1, trimmed 1 and exited 0. Its largest holding is Tesla, Inc. at 71.4% of the portfolio.

Portfolio Value
$1.29M
+37.7% QoQ · — YoY
Positions
2
0 new · 0 sold out
Top 10 Concentration
100%
of portfolio value
Largest Position
TSLA 71.4%
Tesla, Inc.
Net Buying
+$188.05K
$288.11K bought · $100.06K sold
Turnover
9%
of the portfolio traded
Top Sector
Consumer Discretionary
71.4% of value
Track Record
2
quarters on file since Q1 2026

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

2 sectors
71.38%
Consumer Discretionary
Consumer Discretionary71.38%
Technology28.62%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

Consumer DiscretionaryTechnology

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
TSLA Tesla, Inc. +685 +45.7% $288.11K 71.38%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
GOOGL Alphabet Inc. -280 -21.4% $100.06K 28.62%

New Positions

Q2 2026

No new positions this quarter.

Closed Positions

Q2 2026

No positions were closed this quarter.

Holdings · Q2 2026

2 Positions

As ofJun 30, 2026
Value$1.29M
Top 10100%
Avg position$643.73K
# Activity
Showing all 2 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Coral Wealth Management.

About Coral Wealth Management, LLC’s 13F Portfolio

What are Coral Wealth Management, LLC’s largest holdings?

As of its Q2 2026 13F filing, Coral Wealth Management, LLC’s five largest positions were Tesla, Inc. (TSLA) at 71.4%, Alphabet Inc. (GOOGL) at 28.6% of the reported portfolio.

How much is Coral Wealth Management, LLC’s portfolio worth?

Coral Wealth Management, LLC reported a 13F portfolio worth $1.29M across 2 positions for Q2 2026. That is up 37.7% from the previous quarter.

What did Coral Wealth Management, LLC buy in Q2 2026?

Its largest purchases by value were Tesla, Inc. ($288.11K). It opened 0 new positions.

What did Coral Wealth Management, LLC sell in Q2 2026?

Its largest sales by value were Alphabet Inc. ($100.06K). It exited 0 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Coral Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.