Institutions / Coastline Complete Wealth LLC
Coastline Complete Wealth LLC
CIK 2112134 · Institution · as of Dec 31, 2025
Portfolio value
$158.80M
Positions
50
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 50 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $20.77M | 13.1% |
| Vanguard Specialized Funds | $19.46M | 12.3% |
| VanEck ETF Trust | $13.30M | 8.4% |
| Invesco Qqq Tr | $11.90M | 7.5% |
| Vanguard Index Fds | $10.60M | 6.7% |
| iShares Tr | $10.35M | 6.5% |
| iShares Tr | $5.73M | 3.6% |
| Vanguard Index Fds | $5.32M | 3.3% |
| ProShares Tr | $4.71M | 3.0% |
| Invesco Exch Trd Slf Idx Fd | $4.33M | 2.7% |
| Invesco Exch Trd Slf Idx Fd | $3.93M | 2.5% |
| Invesco Exch Trd Slf Idx Fd | $3.70M | 2.3% |
| Invesco Exch Trd Slf Idx Fd | $3.68M | 2.3% |
| Invesco Exch Trd Slf Idx Fd | $3.43M | 2.2% |
| Invesco Exch Trd Slf Idx Fd | $3.33M | 2.1% |
| Invesco Exch Trd Slf Idx Fd | $3.28M | 2.1% |
| Planet Fitness, Inc. | $2.82M | 1.8% |
| Amazon.com Inc | $2.49M | 1.6% |
| Schwab Strategic Tr | $2.39M | 1.5% |
| Alphabet Inc. | $1.99M | 1.3% |
| Invesco Exch Trd Slf Idx Fd | $1.68M | 1.1% |
| Invesco Exch Trd Slf Idx Fd | $1.60M | 1.0% |
| Microsoft Corp | $1.52M | 1.0% |
| Schwab Strategic Tr | $1.41M | 0.9% |
| Invesco Exch Trd Slf Idx Fd | $1.38M | 0.9% |
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.