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Coastline Complete Wealth

Latest statistics and disclosures from Coastline Complete Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002112134

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Positions held by Coastline Complete Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Coastline Complete Wealth

Coastline Complete Wealth holds 50 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	13.1	$21M	169k	123.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	12.3	$20M	89k	219.78	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	8.4	$13M	128k	103.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.5	$12M	19k	614.32	View chart
Vanguard Index Fds Mid Cap Etf (VO)	6.7	$11M	37k	290.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.5	$10M	86k	120.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.6	$5.7M	8.4k	684.96	View chart
Vanguard Index Fds Growth Etf (VUG)	3.3	$5.3M	11k	487.85	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	3.0	$4.7M	45k	104.07	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.7	$4.3M	220k	19.74	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.5	$3.9M	201k	19.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	2.3	$3.7M	157k	23.64	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	2.3	$3.7M	156k	23.67	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.2	$3.4M	166k	20.60	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	2.1	$3.3M	177k	18.84	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	2.1	$3.3M	194k	16.92	View chart
Planet Fitness Cl A (PLNT)	1.8	$2.8M	27k	104.09	View chart
Amazon (AMZN)	1.6	$2.5M	11k	230.82	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$2.4M	89k	26.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$2.0M	6.4k	312.98	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	1.1	$1.7M	72k	23.50	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	1.0	$1.6M	69k	23.15	View chart
Microsoft Corporation (MSFT)	1.0	$1.5M	3.1k	483.56	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$1.4M	47k	30.07	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.9	$1.4M	63k	22.03	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$1.1M	39k	28.48	View chart
Eli Lilly & Co. (LLY)	0.7	$1.1M	979.00	1074.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.0M	2.1k	502.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$1.0M	7.0k	143.52	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$994k	6.9k	143.96	View chart
NVIDIA Corporation (NVDA)	0.6	$968k	5.2k	186.49	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.6	$875k	2.0k	444.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$728k	2.3k	313.82	View chart
Apple (AAPL)	0.4	$684k	2.5k	271.84	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$634k	14k	44.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$634k	9.6k	66.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$511k	2.0k	258.01	View chart
salesforce (CRM)	0.2	$355k	1.3k	264.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$351k	1.0k	335.26	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$348k	7.0k	49.65	View chart
Kla Corp Com New (KLAC)	0.2	$332k	273.00	1215.08	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.2	$307k	18k	16.70	View chart
Exxon Mobil Corporation (XOM)	0.2	$279k	2.3k	120.34	View chart
Schneider National CL B (SNDR)	0.2	$275k	10k	26.53	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.2	$256k	12k	21.13	View chart
International Business Machines (IBM)	0.2	$251k	848.00	296.21	View chart
Norfolk Southern (NSC)	0.2	$241k	834.00	288.72	View chart
Johnson & Johnson (JNJ)	0.1	$222k	1.1k	206.93	View chart
Verizon Communications (VZ)	0.1	$216k	5.3k	40.73	View chart
Clear Channel Outdoor Holdings (CCO)	0.0	$55k	25k	2.21	View chart

Past Filings by Coastline Complete Wealth

SEC 13F filings are viewable for Coastline Complete Wealth going back to 2025

Coastline Complete Wealth 2025 Q4 filed Feb. 24, 2026

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