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| Coquina Private Wealth LLC
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| CRD # | 333615 |
| SEC # | 801-132012 |
| CIK # | 0002103792 |
| AUM | 417.6 M (2026-02-10) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 941-206-5120 |
| Address | 18501 Murdock Circle, Port Charlotte, FL 33948 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002103792 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.3 | ||
| Apple Inc | 4.6 | ||
| Amazon Com Inc | 2.8 | ||
| Alphabet Inc | 2.3 | ||
| Facebook Inc | 2.2 | ||
| Microsoft Corp | 2.2 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Broadcom Inc | 1.8 | ||
| Wal Mart Stores Inc | 1.3 | ||
| FPL Group Inc | 1.2 | ||
| Palantir Technologies Inc | 1.1 | ||
| PNC Financial Services Group Inc | 0.9 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| Palo Alto Networks Inc | 0.8 | ||
| Tesla Motors Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 837 | 130.8 |
| (b) Individuals (high net worth individuals) | 651 | 264.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 3.7 |
| (h) Charitable organizations | 4 | 5.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 13.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,519 | 417.6 |
| By Discretionary | ||
| Discretionary | 1,519 | 417.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,519 | 417.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 417.6 | |
| Total | 1,519 | 417.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002103792] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 8 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Alpha Leonis Partners LLC
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PA | 418.4 M |
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Lincoln Capital Corporation
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Mauney-Pitt Financial Management Inc
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Quantum Private Wealth LLC
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Flatrock Wealth Partners LLC
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Seven Mile Advisory LLC
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FL | 416.8 M |
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Jupiter Wealth Management LLC
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CO | 416.8 M |
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Strategic Asset Management Group Advisors Inc
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FL | 416.5 M |
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Market Investment Group LLC
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KS | 416.4 M |