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CWM
Coral Wealth Management Portfolio holdings
AUM
$122M
This Fund
S&P 500
This Quarter
Est. Return
+16.46%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$122M
AUM Growth
+$32.6M
(+37%)
Cap. Flow
+$21.5M
Cap. Flow
% of AUM
17.62%
Top 10 Holdings %
Top 10 Hldgs %
83.87%
Holding
22
New
6
Increased
8
Reduced
2
Closed
5
Avg Time Held
0.6
quarters
Top 10 Avg Time Held
0.5
quarters
Top 20 Avg Time Held
0.6
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$9.06M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
+$8.77M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$8.66M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$8.34M |
| 5 |
iShares Semiconductor ETF
SOXX
|
+$5.67M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
|
+$9.3M |
| 2 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$8.92M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
+$8.75M |
| 4 |
ProShares Short 20+ Year Treasury ETF
TBF
|
+$5.98M |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$3.88M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 98.95% |
| 2 | Consumer Discretionary | 0.75% |
| 3 | Communication Services | 0.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Invesco QQQ Trust
QQQ
$503B
| $19.8M | 16.25% |
26,930
+1,837
| +7% | +$1.26M |
2026 Q1
1 quarter
|
|
2
State Street SPDR S&P 500 ETF Trust
SPY
$826B
| $17.3M | 14.16% |
23,144
-3
| -0% | -$2.17K |
2026 Q1
1 quarter
|
|
|
3
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
| $9.06M | 7.42% |
+213,527
| New | +$9.06M |
2026 Q2
0 quarters
|
|
|
4
Janus Henderson AAA CLO ETF
JAAA
$31.6B
| $8.75M | 7.17% |
+173,366
| New | +$8.77M |
2026 Q2
0 quarters
|
|
|
5
iShares Preferred and Income Securities ETF
PFF
$12.2B
| $8.72M | 7.14% |
285,927
+267,731
| +1,471% | +$8.34M |
2026 Q1
1 quarter
|
|
|
6
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$27.6B
| $8.67M | 7.11% |
+79,514
| New | +$8.66M |
2026 Q2
0 quarters
|
|
7
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
| $7.89M | 6.47% |
95,282
+10,836
| +13% | +$864K |
2026 Q1
1 quarter
|
|
8
iShares Core MSCI EAFE ETF
IEFA
$189B
| $7.49M | 6.14% |
77,562
+4,126
| +6% | +$396K |
2026 Q1
1 quarter
|
|
9
iShares Core S&P Small-Cap ETF
IJR
$104B
| $7.46M | 6.11% |
50,277
+19,581
| +64% | +$2.69M |
2026 Q1
1 quarter
|
|
10
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $7.21M | 5.91% |
93,550
+37,381
| +67% | +$2.74M |
2026 Q1
1 quarter
|
|
|
11
iShares Semiconductor ETF
SOXX
$47.3B
| $7.15M | 5.86% |
+11,163
| New | +$5.67M |
2026 Q2
0 quarters
|
|
12
Alerian MLP ETF
AMLP
$12.9B
| $4.91M | 4.03% |
+94,792
| New | +$4.98M |
2026 Q2
0 quarters
|
|
13
ProShares S&P 500 High Income ETF
ISPY
$1.17B
| $4.6M | 3.77% |
+95,393
| New | +$4.48M |
2026 Q2
0 quarters
|
|
14
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.61B
| $942K | 0.77% |
21,385
| – | – |
2026 Q1
1 quarter
|
|
15
Tesla
TSLA
$1.46T
| $919K | 0.75% |
2,185
+685
| +46% | +$272K |
2026 Q1
1 quarter
|
|
16
iShares Floating Rate Bond ETF
FLOT
$11.1B
| $797K | 0.65% |
15,608
+5,107
| +49% | +$260K |
2026 Q1
1 quarter
|
|
17
Alphabet (Google) Class A
GOOGL
$4.24T
| $368K | 0.3% |
1,031
-280
| -21% | -$101K |
2026 Q1
1 quarter
|
|
|
18
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$49.9B
| – | – |
-222,307
| Closed | -$8.92M | – |
|
|
19
Invesco Senior Loan ETF
BKLN
$6.48B
| – | – |
-428,815
| Closed | -$8.75M | – |
|
|
20
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$271M
| – | – |
-372,419
| Closed | -$9.3M | – |
|
|
21
ProShares Short 20+ Year Treasury ETF
TBF
$139M
| – | – |
-138,033
| Closed | -$5.98M | – |
|
|
22
State Street Energy Select Sector SPDR ETF
XLE
$41.4B
| – | – |
-63,278
| Closed | -$3.88M | – |
|
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Coral Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Coral Wealth Management held 22 positions worth $122M, up 37% from $89.4M the previous quarter. Its ten largest holdings account for 84% of the portfolio.
Coral Wealth Management deployed $21.5M of net new capital in Q2 2026, opening 6 new positions and adding to 8 existing holdings. Its largest new stake was iShares 0-5 Year High Yield Corporate Bond ETF: 213,527 shares worth $9.06M.
By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, down from 99% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $101K trimmed.
- Coral Wealth Management's largest Q2 2026 buy was iShares 0-5 Year High Yield Corporate Bond ETF: 213,527 shares worth $9.06M.
- Coral Wealth Management added most to iShares Preferred and Income Securities ETF in Q2 2026, an estimated $8.34M increase.
- Coral Wealth Management's biggest Q2 2026 reduction was Alphabet (Google) Class A, cutting an estimated $101K.
- Coral Wealth Management fully exited State Street SPDR Russell 1000 Low Volatility Focus ETF in Q2 2026, selling an estimated $9.3M.
- Coral Wealth Management's ten largest holdings make up 84% of its $122M portfolio in Q2 2026.
- Coral Wealth Management opened 6 new positions and closed 5 in Q2 2026.
- Coral Wealth Management's portfolio value rose 37% quarter-over-quarter to $122M.
Based on Coral Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.