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Dennis H. Coral

Coral Wealth Management, Llc

Assets Managed
$89.416M
Holdings
16
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Coral Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Coral Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 89.416M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Dennis H. Coral, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
New Position
16.84%
$15.053M
23,147 shares@ $650.33 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
New Position
16.2%
$14.483M
25,093 shares@ $577.18 avg price
ONEV
Spdr Russell Low Vol Focus
Recent Activity
New Position
10.41%
$9.303M
372,419 shares@ $24.98 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
New Position
9.98%
$8.923M
222,307 shares@ $40.14 avg price
BKLN
Invesco Senior Loan Etf
Recent Activity
New Position
9.79%
$8.752M
428,815 shares@ $20.41 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
New Position
7.44%
$6.648M
73,436 shares@ $90.53 avg price
TBF
Proshares Short 20+ Treasury
Recent Activity
New Position
6.7%
$5.984M
138,033 shares@ $43.36 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
New Position
6.59%
$5.89M
84,446 shares@ $69.75 avg price
XLE
Energy Select Sector Spdr
Recent Activity
New Position
4.34%
$3.876M
63,278 shares@ $61.26 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
New Position
4.27%
$3.816M
30,696 shares@ $124.32 avg price

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