Coquina Private Wealth LLC has filed a new report with the SEC, revealing a total of approximately $149.5 million in assets under management as of September 30, 2026. This filing, designated as a 13F-HR, outlines the firm’s investment strategies and positions in various securities, providing insights into its approach within the competitive landscape of financial services.

The report indicates that Coquina Private Wealth has made significant investments in a diverse range of companies, including major players such as Apple Inc., Microsoft Corp., and Amazon.com Inc. This diversification reflects a strategic approach to asset management, aimed at balancing risk and maximizing potential returns for clients.

Background

Coquina Private Wealth LLC, incorporated in Florida, operates as a financial services firm focused on investment management. The firm’s recent filings include a series of 13F-HR reports, with the latest dated October 27, 2026. The company is categorized as an investment advisor, with a fiscal year ending on December 31.

What the Filing Says

The filing details that Coquina Private Wealth reported a total of 101 entries in its holdings, with a combined value of $149,503,386. This figure highlights the firm's active management style and its ability to navigate the complexities of the financial markets.

Impact

This filing may influence various stakeholders, including clients, competitors, and analysts monitoring the financial services sector. Investors may look to Coquina’s holdings as a reflection of market trends and potential investment opportunities. The firm’s strategic choices could also impact the competitive dynamics among investment firms, particularly those with similar asset management goals.

What's Next

The filing does not specify what actions Coquina Private Wealth will take next following this report. However, continued monitoring of their investment strategies and market performance will be essential for understanding their future positioning in the financial services sector.