Coquina Private Wealth LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Port Charlotte, FL
CIK
0002103792
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 96 124,325 ITOT, SCHD, MGK, NVDA 13F-HR 5/5/2026 000206336426000147
Q4 2025 90 124,761 ITOT, SCHD, MGK, NVDA 13F-HR 1/29/2026 000206336426000040