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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 5 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VWO VANGUARD INTL EQUITY INDEX F 4,549.0 $272K 0.18% $59.69 +1.8%
82 IWY ISHARES TR 924.0 $269K 0.18% $290.62 -1.2%
83 ASTS AST SPACEMOBILE INC Technology 2,871.0 $255K 0.17% +406.0 +16.5% $88.86 -34.7%
84 PM PHILIP MORRIS INTL INC Consumer Defensive 1,399.0 $253K 0.17% $180.95 +6.0%
85 MO ALTRIA GROUP INC Consumer Defensive 3,467.0 $249K 0.17% +39.0 +1.1% $71.96 -4.6%
86 VFMF VANGUARD WELLINGTON FD 1,404.0 $248K 0.17% $176.97 +4.9%
87 DIS DISNEY WALT CO Communication Services 2,550.0 $245K 0.17% -250.0 -8.9% $96.27 +12.3%
88 VCLT VANGUARD SCOTTSDALE FDS 3,135.0 $236K 0.16% $75.25 -3.9%
89 VOOG VANGUARD ADMIRAL FDS INC 2,842.0 $235K 0.16% NEW $82.62 +1.9%
90 BX BLACKSTONE INC Financial Services 1,974.0 $232K 0.16% $117.65 +21.0%
91 CAT CATERPILLAR INC Industrials 216.0 $230K 0.16% NEW $1064.90 -24.9%
92 BE BLOOM ENERGY CORP Industrials 750.0 $227K 0.15% NEW $302.70 -30.4%
93 CVX CHEVRON CORPORATION Energy 1,340.0 $222K 0.15% -38.0 -2.8% $165.76 +21.8%
94 CSX CSX CORP Industrials 4,652.0 $221K 0.15% NEW $47.53 +7.9%
95 GAB GABELLI EQUITY TR INC Financial Services 38,876.0 $220K 0.15% +570.0 +1.5% $5.66 +0.0%
96 XLK SELECT SECTOR SPDR TR 1,132.0 $216K 0.15% NEW $190.52 -2.5%
97 VXUS VANGUARD STAR FDS 2,425.0 $207K 0.14% NEW $85.50 +2.4%
98 SGOV ISHARES TR 2,049.0 $206K 0.14% $100.67 +0.0%
99 RVT ROYCE SMALL CAP TRUST INC Financial Services 10,485.0 $194K 0.13% -917.0 -8.0% $18.47 +0.7%
100 PUTNAM ETF TRUST 24,179.0 $193K 0.13% $7.97
Page 5 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%