Coquina Private Wealth LLC: 13F holdings
CIK 21037922026Q2
| Positions | 101 |
|---|
| Reported value | $147.3m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 101 (+5 vs prior quarter) |
|---|
| Reported value | $147.3m (+18.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 235,715 | $38.7m | 26.3% |
| SCHD SCHWAB STRATEGIC TR | 312,259 | $9.9m | 6.7% |
| MGK VANGUARD WORLD FD | 108,719 | $9.6m | 6.5% |
| NVDA NVIDIA CORPORATION | 31,066 | $6.2m | 4.2% |
| QQQM INVESCO EXCH TRADED FD TR II | 19,243 | $5.8m | 4.0% |
| AAPL APPLE INC | 18,137 | $5.2m | 3.6% |
| QQQ INVESCO QQQ TR | 5,807 | $4.3m | 2.9% |
| AMZN AMAZON COM INC | 13,778 | $3.3m | 2.2% |
| VBR VANGUARD INDEX FDS | 13,116 | $3.2m | 2.2% |
| VTI VANGUARD INDEX FDS | 7,835 | $2.9m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2103792")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples