Coastline Complete Wealth LLC - Portfolio Stock Holdings
Coastline Complete Wealth LLC disclosed 59 stock positions in a recent SEC 13F filing. $137,467,174 of stock holdings were filed, with the largest holdings including VIG, MOAT, and IJR. This filing represented positions held on March 31, 2026, and was filed on May 22, 2026.We estimate the fund has a total AUM of $213,631,245 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
59Est. Stock Holding Value:
$137,467,174Top Stock Holdings By Sector
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Portfolio Stock Holdings - Coastline Complete Wealth LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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