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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  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 5,755.0 $3.3M 2.67% -568.0 -9.0% $577.21 +22.0%
2 GOOG ALPHABET INC Communication Services 8,073.0 $2.3M 1.86% -95.0 -1.2% $286.86 +34.8%
3 JPM JPMORGAN CHASE & CO Financial Services 6,763.0 $2.0M 1.60% -79.0 -1.1% $294.15 +1.5%
4 COWZ PACER FDS TR 27,812.0 $1.7M 1.40% -5K -16.1% $62.56 +1.4%
5 IEFA ISHARES TR 18,374.0 $1.7M 1.34% -1K -6.8% $90.53 +5.7%
6 VTEB VANGUARD MUN BD FDS 27,124.0 $1.4M 1.09% -182.0 -0.7% $49.89 -0.4%
7 PLTR PALANTIR TECHNOLOGIES INC Technology 7,584.0 $1.1M 0.89% -2K -18.0% $146.28 -8.0%
8 DGRO ISHARES TR 13,906.0 $976K 0.79% -2K -13.5% $70.18 +5.2%
9 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 841.0 $838K 0.67% -659.0 -43.9% $996.89 +9.7%
10 PG PROCTER & GAMBLE CO Consumer Defensive 4,442.0 $642K 0.52% -98.0 -2.2% $144.43 -1.8%
11 SBUX STARBUCKS CORP Consumer Cyclical 7,161.0 $642K 0.52% -184.0 -2.5% $89.59 +20.0%
12 VGT VANGUARD WORLD FD 899.0 $627K 0.50% -61.0 -6.3% $697.57 -84.0%
13 VV VANGUARD INDEX FDS 1,982.0 $592K 0.48% -34.0 -1.7% $298.85 +13.3%
14 VB VANGUARD INDEX FDS 1,532.0 $401K 0.32% -24.0 -1.5% $261.87 +6.9%
15 USA LIBERTY ALL STAR EQUITY FD Financial Services 65,353.0 $363K 0.29% -12K -15.6% $5.55 +3.2%
16 MCD MCDONALDS CORP Consumer Cyclical 1,165.0 $362K 0.29% -16.0 -1.4% $310.91 -9.0%
17 JFR NUVEEN FLOATING RATE INCOME Financial Services 44,406.0 $334K 0.27% -1K -2.3% $7.52 -0.5%
18 BAC BANK AMERICA CORP Financial Services 6,830.0 $333K 0.27% -394.0 -5.5% $48.75 +4.8%
19 DUK DUKE ENERGY CORP NEW Utilities 2,489.0 $326K 0.26% -174.0 -6.5% $130.94 -5.0%
20 CALF PACER FDS TR 6,764.0 $304K 0.24% -4K -34.9% $44.87 +5.2%
Page 1 of 2  ·  27 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%