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Coastline Complete Wealth

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

Top 5 stock holdings are VIG, VOOG, MOAT, VO, IJR, and represent 43.55% of Coastline Complete Wealth's stock portfolio.
Added to shares of these 10 stocks: VOOG (+$13M), ONEQ (+$8.6M), BSCV, VIG, BSMS, VOO, BSCS, BSMV, VO, BSCR.
Started 9 new stock positions in VOO, AGG, NFLX, MSTR, ONEQ, V, IEFA, KO, JPM.
Reduced shares in these 10 stocks: IVW (-$12M), QQQ (-$8.6M), BSCQ, BSMQ, NOBL, VUG, MOAT, , SNDR, VB.
Sold out of its positions in BSMQ, BSCQ, CRM, SNDR.
Coastline Complete Wealth was a net buyer of stock by $8.9M.
Coastline Complete Wealth has $161M in assets under management (AUM), dropping by 1.61%.
Central Index Key (CIK): 0002112134

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Portfolio Holdings for Coastline Complete Wealth

Coastline Complete Wealth holds 55 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	13.5	$22M	+14%	101k	215.06	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	8.7	$14M	+1649%	34k	407.69	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	7.4	$12M	-3%	124k	96.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.1	$12M	+9%	40k	287.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.9	$11M	+3%	89k	124.31	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	5.3	$8.6M	NEW	101k	84.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	4.2	$6.7M	-64%	60k	113.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.4	$5.5M		8.4k	653.21	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	3.2	$5.2M	+20%	265k	19.62	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	3.2	$5.2M	+52%	253k	20.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	2.4	$3.9M	+6%	166k	23.65	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	2.4	$3.9M	+18%	209k	18.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	2.4	$3.9M	+132%	167k	23.40	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	2.4	$3.9M	+19%	232k	16.72	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	2.4	$3.9M	+1175%	235k	16.46	View chart
Vanguard Index Fds Growth Etf (VUG)	2.2	$3.6M	-24%	8.2k	436.80	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.6	$2.7M	-44%	25k	106.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$2.6M	-77%	4.4k	577.16	View chart
Amazon (AMZN)	1.5	$2.3M	+4%	11k	208.27	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$2.3M		89k	25.64	View chart
Planet Fitness Master Issuer Cl A (PLNT)	1.2	$2.0M		27k	74.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$1.8M		6.4k	287.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$1.8M	NEW	3.0k	597.48	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	1.0	$1.6M		69k	23.02	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.9	$1.5M	+10%	69k	21.81	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.9	$1.5M	+492%	72k	20.88	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$1.4M		46k	30.96	View chart
Microsoft Corporation (MSFT)	0.8	$1.3M	+10%	3.5k	370.22	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$1.2M	+3%	40k	29.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.0M	+4%	2.2k	479.20	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$1.0M	+9%	7.6k	132.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$924k	-10%	6.2k	148.10	View chart
Eli Lilly & Co. (LLY)	0.6	$910k		990.00	919.40	View chart
NVIDIA Corporation (NVDA)	0.6	$901k		5.2k	174.40	View chart
Apple (AAPL)	0.5	$801k	+25%	3.2k	253.82	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$770k	NEW	7.8k	99.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$735k	+10%	2.6k	286.91	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.4	$663k		15k	45.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$644k		9.5k	67.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$466k	NEW	5.1k	90.53	View chart
Kla Corp Com New (KLAC)	0.2	$403k		273.00	1474.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$391k	-24%	1.5k	261.89	View chart
Exxon Mobil Corporation (XOM)	0.2	$382k	-2%	2.3k	169.67	View chart
Johnson & Johnson (JNJ)	0.2	$319k	+21%	1.3k	244.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$313k	-6%	975.00	320.75	View chart
Strategy Cl A New (MSTR)	0.2	$285k	NEW	2.3k	124.80	View chart
Verizon Communications (VZ)	0.2	$279k	+4%	5.6k	50.20	View chart
JPMorgan Chase & Co. (JPM)	0.2	$259k	NEW	881.00	294.28	View chart
Norfolk Southern (NSC)	0.1	$240k		838.00	286.85	View chart
Coca-Cola Company (KO)	0.1	$234k	NEW	3.1k	76.05	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$224k	-16%	5.8k	38.42	View chart
Netflix (NFLX)	0.1	$224k	NEW	2.3k	96.15	View chart
Visa Com Cl A (V)	0.1	$204k	NEW	675.00	302.43	View chart
International Business Machines (IBM)	0.1	$202k		835.00	242.36	View chart
Clear Channel Outdoor Holdings (CCO)	0.0	$59k		25k	2.37	View chart

Past Filings by Coastline Complete Wealth

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

Coastline Complete Wealth 2026 Q1 filed May 22, 2026
Coastline Complete Wealth 2025 Q4 filed Feb. 24, 2026

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