Institutions / Coastal Bridge Advisors, LLC
Coastal Bridge Advisors, LLC
CIK 1665976 · Institution · as of Dec 31, 2025
Portfolio value
$1.34B
Positions
459
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 459 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $60.37M | 4.5% |
| Alphabet Inc. | $43.17M | 3.2% |
| Microsoft Corp | $36.60M | 2.7% |
| J P Morgan Exchange Traded F | $34.59M | 2.6% |
| NVIDIA Corp | $31.88M | 2.4% |
| Schwab Strategic Tr | $30.55M | 2.3% |
| Amazon.com Inc | $30.47M | 2.3% |
| Blackstone Strategic Cred 20 | $29.09M | 2.2% |
| Alphabet Inc. | $22.88M | 1.7% |
| iShares Gold Tr | $22.58M | 1.7% |
| First Tr Exchng Traded Fd VI | $19.72M | 1.5% |
| Schwab Strategic Tr | $19.42M | 1.5% |
| Invesco Exchange Traded Fd T | $19.33M | 1.4% |
| iShares Tr | $17.55M | 1.3% |
| J P Morgan Exchange Traded F | $16.63M | 1.2% |
| JPMorgan Chase & Co | $15.02M | 1.1% |
| Vanguard Index Fds | $13.97M | 1.0% |
| AbbVie Inc. | $13.63M | 1.0% |
| iShares Tr | $13.46M | 1.0% |
| Johnson & Johnson | $13.35M | 1.0% |
| Honeywell International Inc | $13.19M | 1.0% |
| Meta Platforms Inc | $12.72M | 1.0% |
| iShares Tr | $12.08M | 0.9% |
| Select Sector SPDR Tr | $11.53M | 0.9% |
| Asml Holding N V | $11.37M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.