Coquina Private Wealth LLC - Portfolio Stock Holdings
Coquina Private Wealth LLC disclosed 104 stock positions in a recent SEC 13F filing. $149,503,895 of stock holdings were filed, with the largest holdings including ITOT, MGK, and SCHD. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $417,576,947 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
104Est. Stock Holding Value:
$149,503,895Top Stock Holdings By Sector
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Portfolio Stock Holdings - Coquina Private Wealth LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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