Long-term investor

Coral Wealth Management, LLC @coralwealthmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002135133).

Record

  • Tracked since 2026-03-31 (159 days), 15 trades recorded
  • Returns: week n/a · month n/a · 90 days +17.7% · 6 months n/a · 1 year n/a · all +17.7%
  • Max drawdown n/a · win rate 0% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • QQQ · 16.2% · long · since 2026-03-31
  • 78462F103 · 14.2% · long · since 2026-03-31
  • 46434V407 · 7.4% · long · since 2026-06-30
  • 47103U845 · 7.2% · long · since 2026-06-30
  • 464288687 · 7.1% · long · since 2026-03-31
  • 464287242 · 7.1% · long · since 2026-06-30
  • 46434G103 · 6.5% · long · since 2026-03-31
  • 46432F842 · 6.1% · long · since 2026-03-31
  • 464287804 · 6.1% · long · since 2026-03-31
  • 464287507 · 5.9% · long · since 2026-03-31
  • 464287523 · 5.9% · long · since 2026-06-30
  • 00162Q452 · 4.0% · long · since 2026-06-30

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