Coastline Complete Wealth LLC Q1 2026 Filing
Filed May 22, 2026
Portfolio Value
$65.6B
Holdings
55
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (55 positions)
| Stock | Value |
|---|---|
MOATVANECK ETF TRUST | $12.0B |
ONEQFIDELITY COMWLTH TR | $8.6B |
BSCRINVESCO EXCH TRD SLF IDX FD | $5.2B |
BSCSINVESCO EXCH TRD SLF IDX FD | $5.2B |
BSMRINVESCO EXCH TRD SLF IDX FD | $3.9B |
BSCTINVESCO EXCH TRD SLF IDX FD | $3.9B |
BSMYINVESCO EXCH TRD SLF IDX FD | $3.9B |
BSCUINVESCO EXCH TRD SLF IDX FD | $3.9B |
BSCVINVESCO EXCH TRD SLF IDX FD | $3.9B |
SCHXSCHWAB STRATEGIC TR | $2.3B |
PLNTPLANET FITNESS MASTER ISSUER | $2.0B |
BSMTINVESCO EXCH TRD SLF IDX FD | $1.6B |
BSMUINVESCO EXCH TRD SLF IDX FD | $1.5B |
BSMVINVESCO EXCH TRD SLF IDX FD | $1.5B |
SCHMSCHWAB STRATEGIC TR | $1.4B |
SCHASCHWAB STRATEGIC TR | $1.2B |
AGGISHARES TR | $769.8M |
SPDWSPDR INDEX SHS FDS | $663.0M |
IJHISHARES TR | $644.4M |
AQLTISHARES TR | $465.7M |
BACVERIZON COMMUNICATIONS INC | $278.6M |
KOCOCA COLA CO | $233.5M |
IBITISHARES BITCOIN TRUST ETF | $224.1M |
NFLXNETFLIX INC. | $223.9M |
CCOCLEAR CHANNEL OUTDOOR HLDGS | $59.3M |
VIGVANGUARD SPECIALIZED FUNDS | $21.7M |
VOOGVANGUARD ADMIRAL FDS INC | $14.0M |
VOVANGUARD INDEX FDS | $11.5M |
IJRISHARES TR | $11.1M |
IVWISHARES TR | $6.7M |
IVVISHARES TR | $5.5M |
VUGVANGUARD INDEX FDS | $3.6M |
NOBLPROSHARES TR | $2.7M |
NDQINVESCO QQQ TR | $2.6M |
AMZNAMAZON COM INC | $2.3M |
GOOGLALPHABET INC | $1.8M |
VOOVANGUARD INDEX FDS | $1.8M |
MSFTMICROSOFT CORP | $1.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.0M |
XLKSELECT SECTOR SPDR TR | $1.0M |
VYMVANGUARD WHITEHALL FDS | $924K |
LLYELI LILLY & CO | $910K |
NVDANVIDIA CORPORATION | $901K |
AAPLAPPLE INC | $801K |
GOOGALPHABET INC | $735K |
KLACKLA CORP | $402K |
VBVANGUARD INDEX FDS | $391K |
XOMEXXON MOBIL CORP | $382K |
JNJJOHNSON & JOHNSON | $319K |
VTIVANGUARD INDEX FDS | $313K |
MIGASTRATEGY INC | $285K |
JPMJPMORGAN CHASE & CO | $259K |
NSCNORFOLK SOUTHN CORP | $240K |
VVISA INC | $204K |
IBMINTERNATIONAL BUSINESS MACHS | $202K |