CW
Coral Wealth Management, LLC
13F filer · CIK 0002135133Reported Aug 4, 2026
Net seller this quarter
13F portfolio value$122MU.S. long equity reported on 13F
Positions40 new · 1 closed
Net flow last quarter-$51.7MBuys minus sells
Top 10 positions weight31.5%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 4, 20264 positions | |||||
| $19.8M | 16.25% | Not reported | +7.3% | Q1 2026 | |
| $17.3M | 14.16% | Not reported | 0.0% | Q1 2026 | |
| $919K | 0.75% | 0.00% | +45.7% | Q1 2026 | |
| $368K | 0.30% | 0.00% | -21.4% | Q1 2026 | |
| Q1 2026Reported May 15, 20265 positions | |||||
| $15.1M | 16.83% | Not reported | New | Q1 2026 | |
| $14.5M | 16.20% | Not reported | New | Q1 2026 | |
| $9.3M | 10.40% | Not reported | New | Q1 2026 | |
| $558K | 0.62% | 0.00% | New | Q1 2026 | |
| $377K | 0.42% | 0.00% | New | Q1 2026 | |
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