Coastline Complete Wealth LLC
CIK: 2112134SEC EDGAR →
Portfolio Value
$65.6B
Holdings
55
As of
Q1 2026
New Positions
55
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANECK ETF TRUST | 123,709 | $12.0B | 18.25% |
| 2 | FIDELITY COMWLTH TR | 101,306 | $8.6B | 13.12% |
| 3 | INVESCO EXCH TRD SLF IDX FD | 265,173 | $5.2B | 7.94% |
| 4 | INVESCO EXCH TRD SLF IDX FD | 253,230 | $5.2B | 7.89% |
| 5 | INVESCO EXCH TRD SLF IDX FD | 166,160 | $3.9B | 5.99% |
| 6 | INVESCO EXCH TRD SLF IDX FD | 209,188 | $3.9B | 5.95% |
| 7 | INVESCO EXCH TRD SLF IDX FD | 166,667 | $3.9B | 5.95% |
| 8 | INVESCO EXCH TRD SLF IDX FD | 231,668 | $3.9B | 5.91% |
| 9 | INVESCO EXCH TRD SLF IDX FD | 234,726 | $3.9B | 5.89% |
| 10 | SCHWAB STRATEGIC TR | 89,000 | $2.3B | 3.48% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $62.6B | 95.4% |
| Consumer Cyclical | 2 | $2.0B | 3.1% |
| Unknown | 4 | $469.6M | 0.7% |
| Communication Services | 4 | $285.7M | 0.4% |
| Consumer Defensive | 1 | $233.5M | 0.4% |
| Technology | 5 | $3.6M | 0.0% |
| Healthcare | 2 | $1.2M | 0.0% |
| Energy | 1 | $382K | 0.0% |
| Industrials | 1 | $240K | 0.0% |