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Home > Institutional Investor > Coquina Private Wealth Llc > Profile

Instuitional Investor - Coquina Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Coquina Private Wealth Llc
Portfolio Value $124,761,657
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 219,020 $32,566,089 26.1%
2.
Schwab Strategic Trust
 FNDF 302,276 $8,291,438 6.65%
3.
Vanguard World Fd
 16,422 $6,778,493 5.43%
4.
Nvidia Corp
 NVDA 27,810 $5,186,614 4.16%
5.
Apple Inc.
 AAPL 18,190 $4,945,168 3.96%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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