Coastline Complete Wealth LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 24, 2026, for the 2025 Q4 period, Coastline Complete Wealth LLC held in its portfolio 50 assets valued at $158,795,128 (i.e. $158.79M).
The most valuable assets in the portfolio included: ISHARES TR ($20.77M), VANGUARD SPECIALIZED FUNDS ($19.46M), and VANECK ETF TRUST ($13.30M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Coastline Complete Wealth LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 168513 | 20770865 | S&P 500 GRWT ETF |
| VANGUARD SPECIALIZED FUNDS | 88538 | 19458860 | DIV APP ETF |
| VANECK ETF TRUST | 128435 | 13300773 | MRNGSTR WDE MOAT |
| INVESCO QQQ TR | 19364 | 11895678 | UNIT SER 1 |
| VANGUARD INDEX FDS | 36512 | 10596472 | MID CAP ETF |
| ISHARES TR | 86109 | 10348584 | CORE S&P SCP ETF |
| ISHARES TR | 8365 | 5729691 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 10903 | 5319010 | GROWTH ETF |
| PROSHARES TR | 45219 | 4705946 | S&P 500 DV ARIST |
| INVESCO EXCH TRD SLF IDX FD | 219528 | 4333479 | BULSHS 2027 CB |
| INVESCO EXCH TRD SLF IDX FD | 200681 | 3928332 | BULSHS 2026 CB |
| INVESCO EXCH TRD SLF IDX FD | 156640 | 3703753 | BULSHS 2026 MUNI |
| INVESCO EXCH TRD SLF IDX FD | 155694 | 3684508 | BULSHS 2027 MUNI |
| INVESCO EXCH TRD SLF IDX FD | 166391 | 3427659 | INVSCO BLSH 28 |
| INVESCO EXCH TRD SLF IDX FD | 176559 | 3325495 | BULETSHS 2029 |
| INVESCO EXCH TRD SLF IDX FD | 193748 | 3278213 | INVSCO 30 CORP |
| PLANET FITNESS INC | 27046 | 2815218 | CL A |
| AMAZON COM INC | 10800 | 2492856 | COM |
| SCHWAB STRATEGIC TR | 88735 | 2387865 | US LRG CAP ETF |
| ALPHABET INC | 6372 | 1994284 | CAP STK CL A |
| INVESCO EXCH TRD SLF IDX FD | 71555 | 1681540 | BULSHS 2028 MUNI |
| INVESCO EXCH TRD SLF IDX FD | 68900 | 1595046 | BULSHS 2029 MUNI |
| MICROSOFT CORP | 3134 | 1515480 | COM |
| SCHWAB STRATEGIC TR | 46763 | 1406171 | US MID-CAP ETF |
| INVESCO EXCH TRD SLF IDX FD | 62641 | 1379672 | INVSC 30 MUNI BD |
| SCHWAB STRATEGIC TR | 38820 | 1105603 | US SML CAP ETF |
| ELI LILLY & CO | 979 | 1052067 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2080 | 1045512 | CL B NEW |
| VANGUARD WHITEHALL FDS | 6988 | 1002928 | HIGH DIV YLD |
| SELECT SECTOR SPDR TR | 6901 | 993466 | STATE STREET TEC |
| NVIDIA CORPORATION | 5190 | 967873 | COM |
| VANGUARD ADMIRAL FDS INC | 1967 | 874627 | 500 GRTH IDX F |
| ALPHABET INC | 2320 | 728062 | CAP STK CL C |
| APPLE INC | 2515 | 683681 | COM |
| SPDR INDEX SHS FDS | 14269 | 633699 | PORTFOLIO DEVLPD |
| ISHARES TR | 9600 | 633623 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 1982 | 511372 | SMALL CP ETF |
| SALESFORCE INC | 1338 | 354455 | COM |
| VANGUARD INDEX FDS | 1046 | 350679 | TOTAL STK MKT |
| ISHARES BITCOIN TRUST ETF | 7013 | 348195 | SHS BEN INT |
| KLA CORP | 273 | 331717 | COM NEW |
| INVESCO EXCH TRD SLF IDX FD | 18402 | 307229 | BULETSHS 2031 CP |
| EXXON MOBIL CORP | 2314 | 278467 | COM |
| SCHNEIDER NATIONAL INC | 10360 | 274851 | CL B |
| INVESCO EXCH TRD SLF IDX FD | 12128 | 256322 | BULLETSHS 31 MUN |
| INTERNATIONAL BUSINESS MACHS | 848 | 251186 | COM |
| NORFOLK SOUTHN CORP | 834 | 240792 | COM |
| JOHNSON & JOHNSON | 1073 | 222040 | COM |
| VERIZON COMMUNICATIONS INC | 5303 | 215982 | COM |
| CLEAR CHANNEL OUTDOOR HLDGS | 25000 | 55250 | COM |
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