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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 3 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY STATE STR SPDR S&P 500 ETF T Financial Services 696.0 $520K 0.35% $746.77 +3.0%
42 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 706.0 $497K 0.34% $703.34 -1.8%
43 EPD ENTERPRISE PRODS PARTNERS L 13,500.0 $496K 0.34% +101.0 +0.8% $36.76
44 PDT HANCOCK JOHN PREM DIVID FD Financial Services 37,875.0 $490K 0.33% +610.0 +1.6% $12.95 -2.3%
45 VEA VANGUARD TAX-MANAGED FDS 6,785.0 $483K 0.33% $71.25 +2.5%
46 RJF RAYMOND JAMES FINL INC Financial Services 3,035.0 $461K 0.31% -29.0 -0.9% $152.05 +18.0%
47 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 27,954.0 $452K 0.31% +779.0 +2.9% $16.17 -1.8%
48 VB VANGUARD INDEX FDS 1,489.0 $451K 0.31% -43.0 -2.8% $303.07 -0.8%
49 RSP INVESCO EXCHANGE TRADED FD T 2,052.0 $437K 0.30% $212.77 +3.7%
50 GOOGL ALPHABET INC Communication Services 1,195.0 $427K 0.29% +34.0 +2.9% $357.37 -3.0%
51 VZ VERIZON COMMUNICATIONS INC Communication Services 9,801.0 $415K 0.28% $42.34 +18.3%
52 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 19,834.0 $408K 0.28% -152.0 -0.8% $20.56 +1.9%
53 AVLV AMERICAN CENTY ETF TR 4,391.0 $400K 0.27% $91.21 +3.1%
54 GE GE AEROSPACE Industrials 1,041.0 $389K 0.26% -20.0 -1.9% $373.56 -8.3%
55 ORCL ORACLE CORP Technology 2,651.0 $388K 0.26% $146.53 +2.9%
56 AVUV AMERICAN CENTY ETF TR 3,052.0 $381K 0.26% +62.0 +2.1% $124.74 +0.7%
57 VOT VANGUARD INDEX FDS 1,241.0 $380K 0.26% +267.0 +27.4% $306.33 -1.1%
58 VFMO VANGUARD WELLINGTON FD 1,484.0 $370K 0.25% $249.51 -9.0%
59 JEPQ J P MORGAN EXCHANGE TRADED F 5,988.0 $368K 0.25% +2K +51.2% $61.46 -2.1%
60 BAC BANK AMERICA CORP Financial Services 6,336.0 $361K 0.24% -494.0 -7.2% $56.98 +9.4%
Page 3 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%