DOSSIER · 13F-HR · Q1 2026

Coastline Complete Wealth LLC

$161M in tracked AUM across 55 positions as of Q1 2026.

CC
CIK 0002112134 · last filed Mar 31, 2026
Total AUM
$161M
as of Q1 2026
Holdings
55
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Coastline Complete Wealth LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VIG
VANGUARD SPECIALIZED FUNDS
$22M101K13.5%
02
VOOG
VANGUARD ADMIRAL FDS INC
$14M34K8.7%
03
MOAT
VANECK ETF TRUST
$12M124K7.4%
04
VO
VANGUARD INDEX FDS
$12M40K7.1%
05
IJR
ISHARES TR
$11M89K6.9%
06
ONEQ
FIDELITY COMWLTH TR
$9M101K5.3%
07
IVW
ISHARES TR
$7M60K4.2%
08
IVV
ISHARES TR
$5M8K3.4%
09
BSCR
INVESCO EXCH TRD SLF IDX FD
$5M265K3.2%
10
BSCS
INVESCO EXCH TRD SLF IDX FD
$5M253K3.2%

Filing history

2026Q1Mar 31
$161M 1.6%
55 positionsView →
2025Q4Dec 31
$159M
50 positionsView →