Coastline Complete Wealth

Coastline Complete Wealth as of Dec. 31, 2025

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