Coquina Private Wealth LLC
All holdings · as of Dec 31, 2025
| 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% |
| NEXTERA ENERGY INC | $1.01M | 0.8% |
| The PNC Financial Services Group, Inc. | $928.2K | 0.7% |
| Palo Alto Networks Inc | $921.0K | 0.7% |
| Tesla Inc | $790.6K | 0.6% |
| VANGUARD WORLD FD | $723.3K | 0.6% |
| PROCTER & GAMBLE Co | $650.6K | 0.5% |
| VANGUARD INDEX FDS | $634.6K | 0.5% |
| STARBUCKS CORP | $618.5K | 0.5% |
| AbbVie Inc. | $583.3K | 0.5% |
| ADVANCED MICRO DEVICES INC | $558.1K | 0.4% |
| RAYMOND JAMES FINANCIAL INC | $492.0K | 0.4% |
| ORACLE CORP | $488.8K | 0.4% |
| LIBERTY ALL STAR EQUITY FUNDUSA | $486.0K | 0.4% |
| SELECT SECTOR SPDR TR | $472.8K | 0.4% |
| J P MORGAN EXCHANGE TRADED F | $467.0K | 0.4% |
| JOHN HANCOCK PREMIUM DIVIDEND FUNDPDT | $465.6K | 0.4% |
| PACER FDS TR | $461.3K | 0.4% |
| BlackRock Taxable Municipal Bond TrustBBN | $435.6K | 0.3% |
| SPDR S&P 500 ETF TR | $431.0K | 0.3% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $427.6K | 0.3% |
| SPDR S&P MIDCAP 400 ETF TR | $425.9K | 0.3% |
| DIMENSIONAL ETF TRUST | $408.4K | 0.3% |
| VANGUARD INDEX FDS | $401.3K | 0.3% |
| VERIZON COMMUNICATIONS INC | $397.4K | 0.3% |
| BANK OF AMERICA CORP /DE | $397.3K | 0.3% |