account_balance
Investment manager · 13F filer · SEC CIK 2103792
Coquina Private Wealth LLC
Reported value$150Mas of Sep 30, 2026
Positions101 4 new, 4 sold out
Top 10 weight60.7%ITOT alone is 26%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
26.1%
MGKVanguard World Fd
6.8%
SCHDSchwab Strategic Tr
6.3%Trimmed −8%
NVDANVIDIA Corp
4.6%Trimmed −3%
AAPLApple Inc.
4.0%
QQQMInvesco Exch Traded Fd Tr II
3.9%
QQQInvesco QQQ Tr
2.8%
AMZNAmazon.com Inc
2.2%−3%
VBRVanguard Index FDS
2.0%
MSFTMicrosoft Corp
1.9%Trimmed −4%
VTIVanguard Index FDS
1.9%
ITOTiShares Tr
26.1%
MGKVanguard World Fd
6.8%
SCHDSchwab Strategic Tr
6.3%−8%
NVDANVIDIA Corp
4.6%−3%
AAPLApple Inc.
4.0%
QQQMInvesco Exch Traded Fd Tr II
3.9%
QQQ2.8%
AMZNVBR2.0%
MSFT1.9%VTI1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ITOT iShares Tr 26.1% Held
MGK Vanguard World Fd 6.8% Held
SCHD Schwab Strategic Tr 6.3% Trimmed −8%
NVDA NVIDIA Corp 4.6% Trimmed −3%AAPL Apple Inc. 4.0% HeldQQQM Invesco Exch Traded Fd Tr II 3.9% Held
QQQ Invesco QQQ Tr 2.8% Held
AMZN Amazon.com Inc 2.2% Trimmed −3%VBR Vanguard Index FDS 2.0% Held
MSFT Microsoft Corp 1.9% Trimmed −4%VTI Vanguard Index FDS 1.9% Held
META Meta Platforms, Inc. 1.8% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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