Long-term investor
Coquina Private Wealth LLC @coquinaprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002103792).
Record
- Tracked since 2025-12-31 (261 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.1%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ITOT · 26.3% · long · since 2025-12-31
- SCHD · 6.7% · long · since 2025-12-31
- MGK · 6.5% · long · since 2025-12-31
- NVDA · 4.2% · long · since 2025-12-31
- QQQM · 4.0% · long · since 2025-12-31
- AAPL · 3.6% · long · since 2025-12-31
- 46090E103 · 2.9% · long · since 2025-12-31
- AMZN · 2.2% · long · since 2025-12-31
- VBR · 2.2% · long · since 2025-12-31
- VTI · 2.0% · long · since 2025-12-31
- GOOG · 2.0% · long · since 2025-12-31
- JPM · 1.5% · long · since 2025-12-31