What does Coastline Complete Wealth LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD SPECIALIZED FUNDS

$22M101K13.5%

VANGUARD ADMIRAL FDS INC

$14M34K8.7%

VANECK ETF TRUST

$12M124K7.4%

VANGUARD INDEX FDS

$12M40K7.1%

ISHARES TR

$11M89K6.9%

FIDELITY COMWLTH TR

$9M101K5.3%

ISHARES TR

$7M60K4.2%

ISHARES TR

$5M8K3.4%

INVESCO EXCH TRD SLF IDX FD

$5M265K3.2%

INVESCO EXCH TRD SLF IDX FD

$5M253K3.2%

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