Coquina Private Wealth LLC — 13F holdings

Coquina Private Wealth LLC reported 101 holdings worth $147M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

  1. ITOT ISHARES TR — $38.7M (26.3%)
  2. SCHD SCHWAB STRATEGIC TR — $9.90M (6.7%)
  3. MGK VANGUARD WORLD FD — $9.56M (6.5%)
  4. NVDA NVIDIA CORPORATION — $6.22M (4.2%)
  5. QQQM INVESCO EXCH TRADED FD TR II — $5.83M (4.0%)
  6. AAPL APPLE INC — $5.25M (3.6%)
  7. QQQ Invesco Qqq Tr — $4.28M (2.9%)
  8. AMZN AMAZON COM INC — $3.28M (2.2%)
  9. VBR VANGUARD INDEX FDS — $3.19M (2.2%)
  10. VTI VANGUARD INDEX FDS — $2.90M (2.0%)