Silver Coast Investments
Latest statistics and disclosures from Silver Coast Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IQLT, DGRO, VBR, BIV, SCHD, and represent 41.85% of Silver Coast Investments's stock portfolio.
- Added to shares of these 10 stocks: FNDE, VT, BND, IGV, DGRO, IQLT, VXUS, BIV, VBR, VIOO.
- Started 17 new stock positions in VXUS, VIOO, FNDE, VOT, DFUS, DFUV, IMKTA, FDX, VYM, PATH. GD, BND, DFAX, DFAS, ABT, VOE, ATKR.
- Reduced shares in these 10 stocks: VWO, SCHD, VDE, LRCX, GBIL, , YELP, , VEA, SIVR.
- Sold out of its positions in GS, UNH, YELP.
- Silver Coast Investments was a net buyer of stock by $19M.
- Silver Coast Investments has $313M in assets under management (AUM), dropping by 8.01%.
- Central Index Key (CIK): 0002012033
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Portfolio Holdings for Silver Coast Investments
Silver Coast Investments holds 119 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Intl Qualty (IQLT) | 13.1 | $41M | +2% | 886k | 46.23 |
|
| Ishares Tr Core Div Grwth (DGRO) | 10.1 | $32M | +3% | 450k | 70.18 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 7.5 | $24M | +3% | 108k | 217.25 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 6.0 | $19M | +4% | 242k | 77.18 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 5.3 | $17M | -6% | 538k | 30.68 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.6 | $15M | -22% | 267k | 54.05 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.4 | $14M | +4% | 285k | 48.05 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.5 | $11M | +3% | 410k | 26.61 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 3.0 | $9.3M | +3% | 94k | 99.27 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.0 | $9.3M | +4% | 112k | 82.75 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.5 | $7.8M | +8% | 88k | 88.70 |
|
| Ishares Tr Expanded Tech (IGV) | 2.0 | $6.4M | +36% | 80k | 80.05 |
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 1.7 | $5.3M | +3% | 304k | 17.54 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.6 | $4.9M | NEW | 129k | 38.26 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 1.5 | $4.8M | +5% | 47k | 103.37 |
|
| Vanguard World Financials Etf (VFH) | 1.5 | $4.7M | +11% | 39k | 120.81 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.5 | $4.7M | +905% | 34k | 138.32 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 1.3 | $4.0M | +2% | 86k | 45.89 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $3.9M | -4% | 61k | 64.08 |
|
| Vanguard World Consum Stp Etf (VDC) | 1.2 | $3.9M | +2% | 17k | 224.59 |
|
| Vanguard World Energy Etf (VDE) | 1.2 | $3.9M | -15% | 23k | 173.03 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 1.2 | $3.9M | +8% | 27k | 146.61 |
|
| Vanguard World Materials Etf (VAW) | 1.2 | $3.8M | 17k | 225.36 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 1.2 | $3.7M | -3% | 51k | 71.61 |
|
| Ishares Tr Us Infrastruc (IFRA) | 1.1 | $3.6M | -2% | 63k | 57.20 |
|
| Spdr Series Trust State Street Spd (XME) | 1.1 | $3.5M | 32k | 108.01 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $2.5M | +17% | 5.8k | 436.76 |
|
| RBB F/m Us Treasury (TBIL) | 0.7 | $2.3M | +12% | 46k | 49.86 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $1.9M | NEW | 26k | 73.64 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.6 | $1.9M | +8% | 6.5k | 287.65 |
|
| Microsoft Corporation (MSFT) | 0.4 | $1.3M | +2% | 3.5k | 370.22 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.2M | +113% | 6.2k | 196.26 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $1.2M | -22% | 5.4k | 213.66 |
|
| Valero Energy Corporation (VLO) | 0.3 | $1.1M | -10% | 4.4k | 247.10 |
|
| Gilead Sciences (GILD) | 0.3 | $1.0M | 7.3k | 139.37 |
|
|
| Broadcom (AVGO) | 0.3 | $987k | +2% | 3.2k | 309.51 |
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| AFLAC Incorporated (AFL) | 0.3 | $964k | 8.8k | 109.71 |
|
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| Apple (AAPL) | 0.3 | $926k | 3.6k | 253.79 |
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| Cummins (CMI) | 0.3 | $924k | -3% | 1.7k | 538.02 |
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| Applied Materials (AMAT) | 0.3 | $923k | -10% | 2.7k | 341.79 |
|
| Caterpillar (CAT) | 0.3 | $896k | -3% | 1.3k | 708.46 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $884k | +17% | 18k | 49.89 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $866k | 3.0k | 287.56 |
|
|
| Chevron Corporation (CVX) | 0.3 | $846k | -8% | 4.1k | 206.90 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $815k | NEW | 11k | 77.11 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $809k | -2% | 1.3k | 604.39 |
|
| Tesla Motors (TSLA) | 0.2 | $768k | 2.1k | 371.75 |
|
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| First Solar (FSLR) | 0.2 | $734k | 3.7k | 197.26 |
|
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| Hershey Company (HSY) | 0.2 | $726k | 3.5k | 207.89 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $718k | 1.00 | 718140.00 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $689k | -13% | 1.2k | 597.38 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $681k | 2.3k | 294.16 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.2 | $662k | NEW | 5.8k | 114.84 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $617k | +4% | 467.00 | 1320.83 |
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| Linde SHS (LIN) | 0.2 | $592k | +14% | 1.2k | 495.76 |
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| Sprouts Fmrs Mkt (SFM) | 0.2 | $570k | 7.4k | 77.13 |
|
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| Deere & Company (DE) | 0.2 | $560k | -2% | 994.00 | 563.30 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $524k | 2.6k | 198.16 |
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| Lowe's Companies (LOW) | 0.2 | $507k | 2.1k | 236.28 |
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| Nutrien (NTR) | 0.2 | $506k | +17% | 6.7k | 75.46 |
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| salesforce (CRM) | 0.2 | $484k | +13% | 2.6k | 186.67 |
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| Intel Corporation (INTC) | 0.2 | $484k | -8% | 11k | 44.13 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $472k | -36% | 4.7k | 100.19 |
|
| Air Products & Chemicals (APD) | 0.1 | $466k | +15% | 1.6k | 290.49 |
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| Metropcs Communications (TMUS) | 0.1 | $461k | 2.2k | 210.03 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $453k | 6.2k | 72.69 |
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| Abbvie (ABBV) | 0.1 | $446k | +8% | 2.0k | 217.49 |
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| Merck & Co (MRK) | 0.1 | $429k | -5% | 3.6k | 120.29 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $423k | NEW | 2.9k | 148.11 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $419k | -6% | 18k | 23.81 |
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| Target Corporation (TGT) | 0.1 | $394k | 3.3k | 121.20 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $388k | NEW | 5.5k | 70.91 |
|
| 3M Company (MMM) | 0.1 | $385k | 2.7k | 145.23 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $383k | 800.00 | 479.20 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $380k | NEW | 1.5k | 257.55 |
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| Altria (MO) | 0.1 | $373k | +14% | 5.7k | 65.99 |
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| NVIDIA Corporation (NVDA) | 0.1 | $368k | 2.1k | 174.40 |
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| Cisco Systems (CSCO) | 0.1 | $363k | -24% | 4.7k | 77.59 |
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| Iradimed (IRMD) | 0.1 | $357k | -13% | 3.7k | 96.26 |
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| Morgan Stanley Com New (MS) | 0.1 | $348k | -6% | 2.1k | 164.57 |
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| National Fuel Gas (NFG) | 0.1 | $345k | -2% | 3.7k | 93.96 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $344k | NEW | 10k | 33.97 |
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| Comfort Systems USA (FIX) | 0.1 | $342k | 248.00 | 1378.99 |
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| Meta Platforms Cl A (META) | 0.1 | $340k | 594.00 | 572.13 |
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| Phillips 66 (PSX) | 0.1 | $327k | -9% | 1.8k | 182.18 |
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| Snap-on Incorporated (SNA) | 0.1 | $325k | 894.00 | 363.22 |
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| Waste Management (WM) | 0.1 | $322k | 1.4k | 229.79 |
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| Allstate Corporation (ALL) | 0.1 | $320k | 1.5k | 207.34 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $316k | +8% | 1.2k | 261.87 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $314k | NEW | 1.7k | 184.14 |
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| Advanced Micro Devices (AMD) | 0.1 | $310k | 1.5k | 203.43 |
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| Amgen (AMGN) | 0.1 | $305k | -3% | 867.00 | 351.85 |
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| Costco Wholesale Corporation (COST) | 0.1 | $298k | 299.00 | 996.43 |
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| Republic Services (RSG) | 0.1 | $292k | 1.3k | 219.02 |
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| General Dynamics Corporation (GD) | 0.1 | $288k | NEW | 838.00 | 343.22 |
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| Albemarle Corporation (ALB) | 0.1 | $280k | -32% | 1.6k | 179.53 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $268k | +18% | 2.8k | 96.47 |
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| Nextera Energy (NEE) | 0.1 | $266k | 2.9k | 92.88 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $265k | 924.00 | 286.86 |
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| Coca-Cola Company (KO) | 0.1 | $265k | 3.5k | 76.05 |
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| Oracle Corporation (ORCL) | 0.1 | $263k | +33% | 1.8k | 147.11 |
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| Lululemon Athletica (LULU) | 0.1 | $262k | +11% | 1.7k | 153.10 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $260k | NEW | 5.4k | 48.46 |
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| Primoris Services (PRIM) | 0.1 | $258k | -14% | 1.8k | 143.04 |
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| Qualcomm (QCOM) | 0.1 | $252k | +9% | 2.0k | 128.78 |
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| Johnson & Johnson (JNJ) | 0.1 | $251k | -7% | 1.0k | 244.44 |
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| Walt Disney Company (DIS) | 0.1 | $240k | +3% | 2.5k | 96.38 |
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| Genuine Parts Company (GPC) | 0.1 | $240k | 2.3k | 105.75 |
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| FedEx Corporation (FDX) | 0.1 | $235k | NEW | 661.00 | 356.18 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $233k | NEW | 3.3k | 71.13 |
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| Ingles Mkts Cl A (IMKTA) | 0.1 | $231k | NEW | 2.6k | 89.89 |
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| International Business Machines (IBM) | 0.1 | $231k | 952.00 | 242.39 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $220k | 1.5k | 146.28 |
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| Becton, Dickinson and (BDX) | 0.1 | $213k | +8% | 1.4k | 157.23 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $210k | 2.1k | 98.38 |
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| Abbott Laboratories (ABT) | 0.1 | $209k | NEW | 2.0k | 102.67 |
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| Atkore Intl (ATKR) | 0.1 | $207k | NEW | 3.5k | 58.91 |
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| H&R Block (HRB) | 0.1 | $204k | 6.4k | 31.74 |
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| Uipath Cl A (PATH) | 0.0 | $148k | NEW | 13k | 11.10 |
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Past Filings by Silver Coast Investments
SEC 13F filings are viewable for Silver Coast Investments going back to 2023
- Silver Coast Investments 2026 Q1 filed April 23, 2026
- Silver Coast Investments 2025 Q4 filed Jan. 27, 2026
- Silver Coast Investments 2025 Q3 filed Oct. 30, 2025
- Silver Coast Investments 2025 Q2 filed Aug. 4, 2025
- Silver Coast Investments 2025 Q1 filed May 9, 2025
- Silver Coast Investments 2024 Q4 filed Feb. 6, 2025
- Silver Coast Investments 2024 Q3 filed Oct. 28, 2024
- Silver Coast Investments 2024 Q2 filed Aug. 9, 2024
- Silver Coast Investments 2024 Q1 filed May 15, 2024
- Silver Coast Investments 2023 Q4 filed Feb. 15, 2024