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Manager record

Coral Wealth Management, LLC

Miami, FL · CIK 2135133 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$122.06MReported 13F valueQ2 2026 · as filed
17Holdings listed
+36.5%vs prior quartervalue change includes market moves
2Quarters on record
Aug 04Latest filed
Reported 13F value by quarter, Q1 2026 to Q2 2026Q1 2026: $89.4M$89.4MQ1 202616 holdingsQ2 2026: $122.1M$122.1MQ2 202617 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 04 2026 13F-HR · period Q2 2026

$122.06M · 17 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$89.42M · 16 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 04, 2026 · Change methodology