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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 $124,325,174
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 226,003 $32,189,606 25.89%
2.
Schwab Strategic Trust
 SCHD 301,712 $9,256,517 7.45%
3.
Vanguard World Fd
 20,216 $7,428,294 5.97%
4.
Nvidia Corp
 NVDA 30,451 $5,310,700 4.27%
5.
Apple Inc.
 AAPL 18,160 $4,608,957 3.71%
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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