Coastline Complete Wealth LLC
Coastline Complete Wealth LLC reported 55 positions worth $161.4M as of March 31, 2026 (13F filed May 22, 2026). Largest holding: VIG (13.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VIG | SH | $21.7M | 13.46% | 100,968 | — | — | |
| ▸ 2 | VOOG | SH | $14.0M | 8.69% | 34,406 | — | — | |
| ▸ 3 | MOAT | SH | $12.0M | 7.41% | 123,709 | — | — | |
| ▸ 4 | VO | SH | $11.5M | 7.13% | 40,062 | — | — | |
| ▸ 5 | IJR | SH | $11.1M | 6.86% | 89,015 | — | — | |
| ▸ 6 | ONEQ | SH | $8.6M | 5.33% | 101,306 | — | — | |
| ▸ 7 | IVW | SH | $6.7M | 4.18% | 59,574 | — | — | |
| ▸ 8 | IVV | SH | $5.5M | 3.40% | 8,394 | — | — | |
| ▸ 9 | BSCR | SH | $5.2M | 3.23% | 265,173 | — | — | |
| ▸ 10 | BSCS | SH | $5.2M | 3.21% | 253,230 | — | — |
The free plan shows the top 10 positions. The remaining 45 positions, the full portfolio and quarter changes unlock with Pro.
Pro Feature
This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.
Upgrade to ProRead the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Coastline Complete Wealth LLC hold as of Q1 2026?
Coastline Complete Wealth LLC reported 55 positions worth $161.4M in its Q1 2026 13F filing. Largest positions: VIG (13.5%), VOOG (8.7%), MOAT (7.4%), VO (7.1%) and IJR (6.9%).
What did Coastline Complete Wealth LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Coastline Complete Wealth LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.