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Portfolio (Quarterly) Guide ↗

Coquina Private Wealth LLC

· CIK 0002103792
13F Portfolio $124M AUM 96 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 33 Added 27 Reduced 4 Exited
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 226,003.0 $32.2M 25.89% +7K +3.2% $142.43 +12.3%
2 MGK VANGUARD WORLD FD 20,216.0 $7.4M 5.97% +4K +23.1% $367.45 -76.2%
3 NVDA NVIDIA CORPORATION Technology 30,451.0 $5.3M 4.27% +3K +9.5% $174.40 +27.5%
4 QQQM INVESCO EXCH TRADED FD TR II 17,969.0 $4.3M 3.43% +3K +17.3% $237.62 +21.6%
5 AMZN AMAZON COM INC Consumer Cyclical 13,674.0 $2.8M 2.29% +238.0 +1.8% $208.27 +24.5%
6 VBR VANGUARD INDEX FDS 12,150.0 $2.6M 2.12% +2K +16.6% $217.25 +4.1%
7 VTI VANGUARD INDEX FDS 7,778.0 $2.5M 2.01% +2K +40.0% $320.80 +12.2%
8 MSFT MICROSOFT CORP Technology 5,827.0 $2.2M 1.74% +194.0 +3.4% $370.16 +14.4%
9 AVGO BROADCOM INC Technology 5,814.0 $1.8M 1.45% +53.0 +0.9% $309.51 +32.8%
10 WMT WALMART INC Consumer Defensive 10,672.0 $1.3M 1.07% +69.0 +0.7% $124.27 +7.3%
11 AVDE AMERICAN CENTY ETF TR 13,616.0 $1.2M 0.93% +131.0 +1.0% $84.84 +5.1%
12 VOO VANGUARD INDEX FDS 1,822.0 $1.1M 0.88% +65.0 +3.7% $597.43 +12.9%
13 TSLA TESLA INC Consumer Cyclical 1,912.0 $711K 0.57% +154.0 +8.8% $371.75 +10.3%
14 JEPI J P MORGAN EXCHANGE TRADED F 11,493.0 $651K 0.52% +3K +40.9% $56.68 -1.1%
15 ABBV ABBVIE INC Healthcare 2,567.0 $558K 0.45% +14.0 +0.6% $217.51 -1.7%
16 AMD ADVANCED MICRO DEVICES INC Technology 2,667.0 $543K 0.44% +61.0 +2.3% $203.43 +103.5%
17 PDT HANCOCK JOHN PREM DIVID FD Financial Services 37,265.0 $488K 0.39% +606.0 +1.6% $13.10 -2.7%
18 SPY STATE STR SPDR S&P 500 ETF T Financial Services 696.0 $453K 0.36% +64.0 +10.1% $650.34 +12.8%
19 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 27,175.0 $439K 0.35% +481.0 +1.8% $16.17 -4.0%
20 VEA VANGUARD TAX-MANAGED FDS 6,785.0 $435K 0.35% +1K +23.9% $64.08 +7.7%
Page 1 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.0%
Financial Services 23.8%
Communication Services 12.8%
Consumer Cyclical 10.0%
Consumer Defensive 6.7%
Utilities 3.5%
Energy 2.4%
Healthcare 1.7%
Industrials 1.1%