Institutions / Coquina Private Wealth LLC
Coquina Private Wealth LLC
CIK 2103792 · Institution · as of Dec 31, 2025
Portfolio value
$124.76M
Positions
90
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 90 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $32.57M | 26.1% |
| Schwab Strategic Tr | $8.29M | 6.6% |
| Vanguard World Fd | $6.78M | 5.4% |
| NVIDIA Corp | $5.19M | 4.2% |
| Apple Inc. | $4.95M | 4.0% |
| Invesco Qqq Tr | $3.88M | 3.1% |
| Invesco Exch Traded Fd Tr II | $3.87M | 3.1% |
| Amazon.com Inc | $3.10M | 2.5% |
| Microsoft Corp | $2.72M | 2.2% |
| Alphabet Inc. | $2.56M | 2.1% |
| Meta Platforms Inc | $2.49M | 2.0% |
| Vanguard Index Fds | $2.21M | 1.8% |
| JPMorgan Chase & Co | $2.20M | 1.8% |
| Warren E. Buffett | $2.14M | 1.7% |
| Pacer Fds Tr | $2.00M | 1.6% |
| Broadcom Inc. | $1.99M | 1.6% |
| Vanguard Index Fds | $1.86M | 1.5% |
| iShares Tr | $1.76M | 1.4% |
| Palantir Technologies Inc | $1.64M | 1.3% |
| Vanguard Mun Bd Fds | $1.37M | 1.1% |
| Costco Wholesale Corp /New | $1.29M | 1.0% |
| Walmart Inc. | $1.18M | 0.9% |
| iShares Tr | $1.12M | 0.9% |
| American Centy ETF Tr | $1.11M | 0.9% |
| Vanguard Index Fds | $1.10M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.