StockDriftsStockDriftsTop 50 Coastline Complete Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 13.46% | 101.0K | $21.7M | +14.04%(+12.43K) | $217.74(+9.59%) | 2026-03-31 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 8.69% | 34.4K | $14.0M | +1649.16%(+32.44K) | $71.16(+14.43%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 7.41% | 123.7K | $12.0M | -3.68%(-4.73K) | $101.33(+4.89%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 7.13% | 40.1K | $11.5M | +9.72%(+3.55K) | $72.92(+10.41%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.86% | 89.0K | $11.1M | +3.37%(+2.91K) | $119.59(+22.48%) | 2026-03-31 | |
| ONEQ | FIDELITY COMWLTH TR | 5.33% | 101.3K | $8.6M | new | $88.16(+15.32%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.18% | 59.6K | $6.7M | -64.65%(-108.94K) | $121.99(+11.00%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.4% | 8.4K | $5.5M | +0.35%(+29) | $677.09(+10.54%) | 2026-03-31 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 3.23% | 265.2K | $5.2M | +20.79%(+45.65K) | $19.72(-0.47%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 3.21% | 253.2K | $5.2M | +52.19%(+86.84K) | $20.56(-0.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Coastline Complete Wealth LLC reports $161.36M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are VIG (13.5%), VOOG (8.7%) and MOAT (7.4%). The top 20 holdings account for 83.28% of reported assets. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Coastline Complete Wealth LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Coastline Complete Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2112134). View Coastline Complete Wealth LLC’s 13F filings on SEC