Coquina Private Wealth LLC
•CIK: 2103792•Filing: Q4 2025
**Coquina Private Wealth LLC** manages $125M across a diversified portfolio of 90 positions. The strategy exhibits a significant allocation to technology and dividend-growth equities, highlighted by the top holding in ITOT at $32.6M. Notable concentrations include SCHD ($8.3M), MGK ($6.8M), and NVDA ($5.2M), signaling a focus on established growth and income streams. This structure suggests a core mandate balancing broad market exposure with high-conviction technology plays.
Total AUM
$124.8M
QoQ Performance
N/A
Positions
75
Top 10 Concentration
59.2%
Latest Filing
Q4 2025
Top Holdings Allocation
ITOT
SCHD
MGK
ITOT26.1%
SCHD6.6%
MGK5.4%
NVDA4.2%
AAPL4.0%
NDQ3.1%
QQQM3.1%
AMZN2.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other68.1%
Technology17.3%
Consumer6.1%
Financial4.4%
ETF1.2%
Utilities1.1%
Communication0.7%
Healthcare0.7%