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Portfolio (Quarterly) Guide ↗

Coquina Private Wealth LLC

· CIK 0002103792
13F Portfolio $147M AUM 101 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 31 Added 21 Reduced 3 Exited
Page 2 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTEB VANGUARD MUN BD FDS 27,233.0 $1.4M 0.94% $50.58 -2.3%
22 VOO VANGUARD INDEX FDS 1,836.0 $1.3M 0.86% +14.0 +0.8% $686.73 +3.0%
23 AVDE AMERICAN CENTY ETF TR 13,885.0 $1.2M 0.84% +269.0 +2.0% $89.20 +5.2%
24 WMT WALMART INC Consumer Defensive 10,679.0 $1.2M 0.82% $113.26 -9.0%
25 NEE NEXTERA ENERGY INC Utilities 12,538.0 $1.1M 0.75% $87.77 -6.8%
26 PNC PNC FINL SVCS GROUP INC Financial Services 4,447.0 $1.1M 0.74% $246.22 -1.6%
27 GLW CORNING INC Technology 4,272.0 $1.1M 0.74% $255.41 -41.7%
28 DGRO ISHARES TR 13,932.0 $1.1M 0.72% $75.79 +4.7%
29 PLTR PALANTIR TECHNOLOGIES INC Technology 7,584.0 $885K 0.60% $116.67 +59.7%
30 VGT VANGUARD WORLD FD 7,213.0 $862K 0.58% +6K +702.3% $119.51 +0.5%
31 JEPI J P MORGAN EXCHANGE TRADED F 14,521.0 $820K 0.56% +3K +26.4% $56.48 +2.3%
32 TSLA TESLA INC Consumer Cyclical 1,924.0 $809K 0.55% +12.0 +0.6% $420.60 -17.1%
33 MU MICRON TECHNOLOGY INC Technology 650.0 $750K 0.51% -50.0 -7.1% $1154.29 -19.2%
34 SBUX STARBUCKS CORP Consumer Cyclical 7,200.0 $736K 0.50% +39.0 +0.5% $102.19 +5.5%
35 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 775.0 $725K 0.49% -66.0 -7.8% $935.85 +1.0%
36 MRVL MARVELL TECHNOLOGY INC Technology 2,429.0 $724K 0.49% $297.93 -27.3%
37 VV VANGUARD INDEX FDS 1,982.0 $682K 0.46% $343.91 +3.1%
38 ABBV ABBVIE INC Healthcare 2,549.0 $641K 0.44% -18.0 -0.7% $251.66 +1.5%
39 PG PROCTER & GAMBLE CO Consumer Defensive 4,209.0 $617K 0.42% -233.0 -5.2% $146.63 -2.0%
40 ARM ARM HOLDINGS PLC Technology 1,500.0 $532K 0.36% $354.57 -32.6%
Page 2 of 6  ·  101 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 45.3%
Financial Services 24.5%
Consumer Cyclical 10.1%
Communication Services 6.5%
Consumer Defensive 5.7%
Utilities 3.2%
Industrials 2.0%
Healthcare 1.8%
Energy 1.0%