account_balance

Investment manager · 13F filer · SEC CIK 2112134

Coastline Complete Wealth LLC

Reported value$161Mas of Mar 31, 2026
Positions55
Top 10 weight62.9%VIG alone is 13%
FiledMay 2252 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

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
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%
BSCR Invesco Exch TRD SLF Idx Fd 3.2%
BSCS Invesco Exch TRD SLF Idx Fd 3.2%
BSMR Invesco Exch TRD SLF Idx Fd 2.4%
BSCT Invesco Exch TRD SLF Idx Fd 2.4%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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