account_balance
Investment manager · 13F filer · SEC CIK 1665976
Coastal Bridge Advisors, LLC
Reported value$1.62Bas of Jun 30, 2026
Positions469 48 new, 24 sold out
Top 10 weight25.6%LION alone is 5%
FiledAug 1748 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LIONLionsgate Studios Corp
5.1%Added +8%
AAPLApple Inc
3.9%
GOOGAlphabet Inc
3.0%
SCHDSchwab Strategic Tr
2.4%Added +5%
NVDANvidia Corporation
2.2%Added +3%
JEPIJ P Morgan Exchange Traded F
2.1%
AMZNAmazon Com Inc
2.0%
MSFTMicrosoft Corp
1.7%
BGBBlackstone Strategic Cred 20
1.6%Trimmed −8%
GOOGLAlphabet Inc
1.5%
MUMicron Technology Inc
1.5%Trimmed −31%
IQLTiShares Tr
1.4%Added +7%
LIONLionsgate Studios Corp
5.1%Added +8%
AAPLApple Inc
3.9%
GOOGAlphabet Inc
3.0%
SCHDSchwab Strategic Tr
2.4%Added +5%
NVDANvidia Corporation
2.2%Added +3%
JEPI2.1%
AMZN2.0%MSFT1.7%BGB1.6%GOOGL1.5%MU1.5%IQLT1.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LION Lionsgate Studios Corp 5.1% Added +8%AAPL Apple Inc 3.9% HeldGOOG Alphabet Inc 3.0% Held
SCHD Schwab Strategic Tr 2.4% Added +5%
NVDA Nvidia Corporation 2.2% Added +3%JEPI J P Morgan Exchange Traded F 2.1% Held
AMZN Amazon Com Inc 2.0% HeldMSFT Microsoft Corp 1.7% HeldBGB Blackstone Strategic Cred 20 1.6% Trimmed −8%GOOGL Alphabet Inc 1.5% HeldMU Micron Technology Inc 1.5% Trimmed −31%IQLT iShares Tr 1.4% Added +7%
What changed