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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 4 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLD SPDR GOLD TR Financial Services 965.0 $355K 0.24% $368.38 +11.0%
62 USA LIBERTY ALL STAR EQUITY FD Financial Services 58,701.0 $341K 0.23% -7K -10.2% $5.81 +3.3%
63 JFR NUVEEN FLOATING RATE INCOME Financial Services 44,304.0 $340K 0.23% $7.67 -0.1%
64 CALF PACER FDS TR 6,691.0 $339K 0.23% -73.0 -1.1% $50.61 +14.3%
65 SNOW SNOWFLAKE INC Technology 1,250.0 $318K 0.22% NEW $254.50 +28.9%
66 QCOM QUALCOMM INC Technology 1,721.0 $318K 0.22% $184.84 -11.2%
67 HD HOME DEPOT INC Consumer Cyclical 901.0 $318K 0.22% $352.80 -6.4%
68 MCD MCDONALDS CORP Consumer Cyclical 1,166.0 $315K 0.21% $270.38 -2.0%
69 DON WISDOMTREE TR 5,564.0 $314K 0.21% $56.52 +2.2%
70 MRK MERCK & CO INC Healthcare 2,375.0 $305K 0.21% -39.0 -1.6% $128.49 +15.4%
71 DUK DUKE ENERGY CORP NEW Utilities 2,410.0 $305K 0.21% -79.0 -3.2% $126.58 -5.0%
72 XOM EXXON MOBIL CORP Energy 2,221.0 $304K 0.21% $136.71 +14.6%
73 SMH VANECK ETF TRUST 463.0 $303K 0.21% NEW $655.23 -15.6%
74 GEV GE VERNOVA INC Utilities 252.0 $296K 0.20% $1173.74 -22.3%
75 HFSI HARTFORD FDS EXCHANGE TRADED 8,353.0 $294K 0.20% +404.0 +5.1% $35.16 -1.1%
76 C CITIGROUP INC Financial Services 2,068.0 $289K 0.20% $139.95 -5.1%
77 T AT&T INC Communication Services 13,933.0 $288K 0.20% $20.70 +25.6%
78 AXP AMERICAN EXPRESS CO Financial Services 840.0 $284K 0.19% $338.25 -1.5%
79 XLF SELECT SECTOR SPDR TR 5,263.0 $282K 0.19% -204.0 -3.7% $53.61 +8.4%
80 DVY ISHARES TR 1,752.0 $274K 0.19% +10.0 +0.6% $156.26 +4.8%
Page 4 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%