Coastline Complete Wealth LLC
CIK 0002112134 · BLUFFTON, SC · Quarter end: 2026-03-31 · Filed on: 2026-05-22 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$161.4M
2026 Q1
Positions
55
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.9%
Est. Net Flow (Q)
—
2026 Q1
Top Holdings
VIG
VANGUARD SPECIALIZED FUNDS
13.5%
VOOG
VANGUARD ADMIRAL FDS INC
8.7%
MOAT
VANECK ETF TRUST
7.4%
VO
VANGUARD INDEX FDS
7.1%
IJR
ISHARES TR
6.9%
ONEQ
FIDELITY COMWLTH TR
5.3%
IVW
ISHARES TR
4.2%
IVV
ISHARES TR
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.