Coquina Private Wealth LLC
Coquina Private Wealth LLC reported 101 positions worth $147.3M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: ITOT (26.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ITOT | SH | $38.7M | 26.30% | 235,715 | — | — | |
| ▸ 2 | SCHD | SH | $9.9M | 6.72% | 312,259 | — | — | |
| ▸ 3 | MGK | SH | $9.6M | 6.49% | 108,719 | — | — | |
| ▸ 4 | NVDA | SH | $6.2M | 4.22% | 31,066 | — | — | |
| ▸ 5 | QQQM | SH | $5.8M | 3.96% | 19,243 | — | — | |
| ▸ 6 | AAPL | SH | $5.2M | 3.56% | 18,137 | — | — | |
| ▸ 7 | QQQ | SH | $4.3M | 2.90% | 5,807 | — | — | |
| ▸ 8 | AMZN | SH | $3.3M | 2.23% | 13,778 | — | — | |
| ▸ 9 | VBR | SH | $3.2M | 2.16% | 13,116 | — | — | |
| ▸ 10 | VTI | SH | $2.9M | 1.97% | 7,835 | — | — |
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Frequently Asked Questions
What stocks does Coquina Private Wealth LLC hold as of Q2 2026?
Coquina Private Wealth LLC reported 101 positions worth $147.3M in its Q2 2026 13F filing. Largest positions: ITOT (26.3%), SCHD (6.7%), MGK (6.5%), NVDA (4.2%) and QQQM (4.0%).
What did Coquina Private Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Coquina Private Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.