Coastline Complete Wealth
BLUFFTON, SCfiles as Coastline Complete Wealth LLC
$161m in 55 US stocks at the end of 31 March 2026. The top 10 are 62.9% of the money. It changed about 25.1% of the portfolio this quarter.
Value
$161m
Stocks
55
Top 10 share
62.9%
Turnover
25.1%
What changed this quarter
New
Bought for the first time this quarter.
- Fidelity Comwlth TRONEQ5.3% of the fund
- Vanguard Index FDSVOO1.1% of the fund
- Ishares TRAGG0.5% of the fund
- Ishares TRIEFA0.3% of the fund
- StrategyMSTR0.2% of the fund
- JPMorgan ChaseJPM0.2% of the fund
- Coca-ColaKO0.1% of the fund
- NetflixNFLX0.1% of the fund
- VisaV0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Specialized FundsVIG13.5% of the fund+14%
- Vanguard Admiral FDSVOOG8.7% of the fund+1649%
- Vanguard Index FDSVO7.1% of the fund+10%
- Ishares TRIJR6.9% of the fund+3%
- Invesco Exch TRD SLF IDX FDBSCR3.2% of the fund+21%
- Invesco Exch TRD SLF IDX FDBSCS3.2% of the fund+52%
- Invesco Exch TRD SLF IDX FDBSMR2.4% of the fund+7%
- Invesco Exch TRD SLF IDX FDBSCT2.4% of the fund+18%
- Invesco Exch TRD SLF IDX FDBSMS2.4% of the fund+133%
- Invesco Exch TRD SLF IDX FDBSCU2.4% of the fund+20%
- Invesco Exch TRD SLF IDX FDBSCV2.4% of the fund+1176%
- Amazon.comAMZN1.5% of the fund+4%
- Invesco Exch TRD SLF IDX FDBSMU0.9% of the fund+10%
- Invesco Exch TRD SLF IDX FDBSMV0.9% of the fund+492%
- MicrosoftMSFT0.8% of the fund+11%
- Schwab Strategic TRSCHA0.7% of the fund+4%
- Berkshire HathawayBRK-B0.6% of the fund+4%
- Select Sector Spdr TRXLK0.6% of the fund+10%
- AppleAAPL0.5% of the fund+25%
- AlphabetGOOG0.5% of the fund+10%
- Johnson & JohnsonJNJ0.2% of the fund+22%
- Verizon CommunicationsVZ0.2% of the fund+5%
Cut
Sold some of their stake.
- Vaneck ETF TrustMOAT7.4% of the fund-4%
- Ishares TRIVW4.2% of the fund-65%
- Vanguard Index FDSVUG2.2% of the fund-25%
- Proshares TRNOBL1.6% of the fund-45%
- Invesco QQQ TRQQQ1.6% of the fund-77%
- Vanguard Whitehall FDSVYM0.6% of the fund-11%
- Vanguard Index FDSVB0.2% of the fund-25%
- ExxonMobil HoldingsXOM0.2% of the fund-3%
- Vanguard Index FDSVTI0.2% of the fund-7%
- Ishares Bitcoin Trust ETFIBIT0.1% of the fund-17%
Sold out
Sold their entire stake.
- Invesco Exch TRD SLF IDX FDBSCQ-100%
- Invesco Exch TRD SLF IDX FDBSMQ-100%
- SalesforceCRM-100%
- Schneider NationalSNDR-100%
Holdings
- Vanguard Specialized FundsVIG
- Share
- 13.5%
- Value
- $22m
- Shares
- 100,968
+14%
- Vanguard Admiral FDSVOOG
- Share
- 8.7%
- Value
- $14m
- Shares
- 34,406
+1649%
- Vaneck ETF TrustMOAT
- Share
- 7.4%
- Value
- $12m
- Shares
- 123,709
-4%
- Vanguard Index FDSVO
- Share
- 7.1%
- Value
- $12m
- Shares
- 40,062
+10%
- Ishares TRIJR
- Share
- 6.9%
- Value
- $11m
- Shares
- 89,015
+3%
- Fidelity Comwlth TRONEQ
- Share
- 5.3%
- Value
- $9m
- Shares
- 101,306
New
- Ishares TRIVW
- Share
- 4.2%
- Value
- $7m
- Shares
- 59,574
-65%
- Ishares TRIVV
- Share
- 3.4%
- Value
- $5m
- Shares
- 8,394
Held
- Invesco Exch TRD SLF IDX FDBSCR
- Share
- 3.2%
- Value
- $5m
- Shares
- 265,173
+21%
- Invesco Exch TRD SLF IDX FDBSCS
- Share
- 3.2%
- Value
- $5m
- Shares
- 253,230
+52%
- Invesco Exch TRD SLF IDX FDBSMR
- Share
- 2.4%
- Value
- $4m
- Shares
- 166,160
+7%
- Invesco Exch TRD SLF IDX FDBSCT
- Share
- 2.4%
- Value
- $4m
- Shares
- 209,188
+18%
- Invesco Exch TRD SLF IDX FDBSMS
- Share
- 2.4%
- Value
- $4m
- Shares
- 166,667
+133%
- Invesco Exch TRD SLF IDX FDBSCU
- Share
- 2.4%
- Value
- $4m
- Shares
- 231,668
+20%
- Invesco Exch TRD SLF IDX FDBSCV
- Share
- 2.4%
- Value
- $4m
- Shares
- 234,726
+1176%
- Vanguard Index FDSVUG
- Share
- 2.2%
- Value
- $4m
- Shares
- 8,183
-25%
- Proshares TRNOBL
- Share
- 1.6%
- Value
- $3m
- Shares
- 25,068
-45%
- Invesco QQQ TRQQQ
- Share
- 1.6%
- Value
- $3m
- Shares
- 4,422
-77%
- Schwab Strategic TRSCHX
- Share
- 1.4%
- Value
- $2m
- Shares
- 89,000
Held
- Vanguard Index FDSVOO
- Share
- 1.1%
- Value
- $2m
- Shares
- 3,022
New
- Invesco Exch TRD SLF IDX FDBSMT
- Share
- 1.0%
- Value
- $2m
- Shares
- 68,735
Held
- Invesco Exch TRD SLF IDX FDBSMU
- Share
- 0.9%
- Value
- $2m
- Shares
- 69,174
+10%
- Invesco Exch TRD SLF IDX FDBSMV
- Share
- 0.9%
- Value
- $1m
- Shares
- 71,823
+492%
- Schwab Strategic TRSCHM
- Share
- 0.9%
- Value
- $1m
- Shares
- 46,338
Held
- Schwab Strategic TRSCHA
- Share
- 0.7%
- Value
- $1m
- Shares
- 40,369
+4%
- Select Sector Spdr TRXLK
- Share
- 0.6%
- Value
- $1m
- Shares
- 7,572
+10%
- Vanguard Whitehall FDSVYM
- Share
- 0.6%
- Value
- $924,303
- Shares
- 6,241
-11%
- Ishares TRAGG
- Share
- 0.5%
- Value
- $769,798
- Shares
- 7,755
New
- Spdr Index SHS FDSSPDW
- Share
- 0.4%
- Value
- $662,975
- Shares
- 14,523
Held
- Ishares TRIJH
- Share
- 0.4%
- Value
- $644,397
- Shares
- 9,542
Held
- Ishares TRIEFA
- Share
- 0.3%
- Value
- $465,686
- Shares
- 5,144
New
- Vanguard Index FDSVB
- Share
- 0.2%
- Value
- $391,009
- Shares
- 1,493
-25%
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $312,736
- Shares
- 975
-7%
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.1%
- Value
- $224,065
- Shares
- 5,832
-17%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Specialized FundsVIG | 13.5% | $22m | 100,968 | +14% |
| Vanguard Admiral FDSVOOG | 8.7% | $14m | 34,406 | +1649% |
| Vaneck ETF TrustMOAT | 7.4% | $12m | 123,709 | -4% |
| Vanguard Index FDSVO | 7.1% | $12m | 40,062 | +10% |
| Ishares TRIJR | 6.9% | $11m | 89,015 | +3% |
| Fidelity Comwlth TRONEQ | 5.3% | $9m | 101,306 | New |
| Ishares TRIVW | 4.2% | $7m | 59,574 | -65% |
| Ishares TRIVV | 3.4% | $5m | 8,394 | Held |
| Invesco Exch TRD SLF IDX FDBSCR | 3.2% | $5m | 265,173 | +21% |
| Invesco Exch TRD SLF IDX FDBSCS | 3.2% | $5m | 253,230 | +52% |
| Invesco Exch TRD SLF IDX FDBSMR | 2.4% | $4m | 166,160 | +7% |
| Invesco Exch TRD SLF IDX FDBSCT | 2.4% | $4m | 209,188 | +18% |
| Invesco Exch TRD SLF IDX FDBSMS | 2.4% | $4m | 166,667 | +133% |
| Invesco Exch TRD SLF IDX FDBSCU | 2.4% | $4m | 231,668 | +20% |
| Invesco Exch TRD SLF IDX FDBSCV | 2.4% | $4m | 234,726 | +1176% |
| Vanguard Index FDSVUG | 2.2% | $4m | 8,183 | -25% |
| Proshares TRNOBL | 1.6% | $3m | 25,068 | -45% |
| Invesco QQQ TRQQQ | 1.6% | $3m | 4,422 | -77% |
| Amazon.comAMZN | 1.5% | $2m | 11,270 | +4% |
| Schwab Strategic TRSCHX | 1.4% | $2m | 89,000 | Held |
| Planet FitnessPLNT | 1.2% | $2m | 27,046 | Held |
| AlphabetGOOGL | 1.1% | $2m | 6,354 | Held |
| Vanguard Index FDSVOO | 1.1% | $2m | 3,022 | New |
| Invesco Exch TRD SLF IDX FDBSMT | 1.0% | $2m | 68,735 | Held |
| Invesco Exch TRD SLF IDX FDBSMU | 0.9% | $2m | 69,174 | +10% |
| Invesco Exch TRD SLF IDX FDBSMV | 0.9% | $1m | 71,823 | +492% |
| Schwab Strategic TRSCHM | 0.9% | $1m | 46,338 | Held |
| MicrosoftMSFT | 0.8% | $1m | 3,466 | +11% |
| Schwab Strategic TRSCHA | 0.7% | $1m | 40,369 | +4% |
| Berkshire HathawayBRK-B | 0.6% | $1m | 2,164 | +4% |
| Select Sector Spdr TRXLK | 0.6% | $1m | 7,572 | +10% |
| Vanguard Whitehall FDSVYM | 0.6% | $924,303 | 6,241 | -11% |
| Eli LillyLLY | 0.6% | $910,207 | 990 | Held |
| NvidiaNVDA | 0.6% | $900,950 | 5,166 | Held |
| AppleAAPL | 0.5% | $800,540 | 3,154 | +25% |
| Ishares TRAGG | 0.5% | $769,798 | 7,755 | New |
| AlphabetGOOG | 0.5% | $735,056 | 2,562 | +10% |
| Spdr Index SHS FDSSPDW | 0.4% | $662,975 | 14,523 | Held |
| Ishares TRIJH | 0.4% | $644,397 | 9,542 | Held |
| Ishares TRIEFA | 0.3% | $465,686 | 5,144 | New |
| KLAKLAC | 0.2% | $402,472 | 273 | Held |
| Vanguard Index FDSVB | 0.2% | $391,009 | 1,493 | -25% |
| ExxonMobil HoldingsXOM | 0.2% | $382,087 | 2,252 | -3% |
| Johnson & JohnsonJNJ | 0.2% | $318,727 | 1,304 | +22% |
| Vanguard Index FDSVTI | 0.2% | $312,736 | 975 | -7% |
| StrategyMSTR | 0.2% | $284,918 | 2,283 | New |
| Verizon CommunicationsVZ | 0.2% | $278,594 | 5,550 | +5% |
| JPMorgan ChaseJPM | 0.2% | $259,258 | 881 | New |
| Norfolk SouthernNSC | 0.1% | $240,382 | 838 | Held |
| Coca-ColaKO | 0.1% | $233,474 | 3,070 | New |
| Ishares Bitcoin Trust ETFIBIT | 0.1% | $224,065 | 5,832 | -17% |
| NetflixNFLX | 0.1% | $223,933 | 2,329 | New |
| VisaV | 0.1% | $204,141 | 675 | New |
| International Business MachinesIBM | 0.1% | $202,369 | 835 | Held |
| Clear Channel Outdoor HoldingsCCO | <0.1% | $59,250 | 25,000 | Held |
Over time and by industry
Value over time
Mar '26
Value is up 1.6% since 31 December 2025.
Where the money is
Retail & consumer2.7%
Technology2.2%
Media & telecom1.9%
Financial services1.1%
Health care0.8%
Energy0.2%
Industrials0.1%
Everyday goods0.1%
Other90.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.