Coral Wealth Management, LLC

CIK 0002135133 · Q1 2026

13F Equity AUM

$89.4M

Positions

AUM Rank

#10,162

Top 82%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 63.2%Top 10: 92.5%Top 20: 100.0%

SPY16.8%

NDQ16.2%

ONEV10.4%

BIL10.0%

BKLN9.8%

IEFA7.4%

TBF6.7%

IEMG6.6%

XLE4.3%

IJR4.3%

Others (6)7.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services99.0%

Other1.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 16Median: 5.46%Avg: 6.25%

0–0.5%

1(0.4%)

0.5–1%

4(2.8%)

1–3%

0(0.0%)

3–5%

3(12.8%)

5%+

8(83.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 15Unique: 1vs 20 funds

0.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

0.3%

0.4%

0.3%

0.3%

0.3%

0.3%

VANGUARD CAPITAL MANAGEMENT LLC

0.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.1%

GEODE CAPITAL MANAGEMENT, LLC

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New16Increased0Decreased0Exited0

New Positions

SPY16.8%

+23K

NDQ16.2%

+25K

ONEV10.4%

+372K

BIL10.0%

+222K

BKLN9.8%

+429K

IEFA7.4%

+73K

TBF6.7%

+138K

IEMG6.6%

+84K

XLE4.3%

+63K

IJR4.3%

+31K

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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