Coastline Complete Wealth LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 24, 2026), Coastline Complete Wealth LLC reported 50 stock positions worth $158.8 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 13.1% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 12.3%) and Vaneck Morningstar Wide Moat (MOAT, 8.4%).
- Most Recent 13F
- Q1 2026
- Location
- BLUFFTON, SC
- CIK
- 0002112134
- Portfolio Value
- $158.8M (Q4 2025)
- SEC Filing
- 0002112134-26-000002 ↗ filed Feb 24, 2026
Holdings Value
Holdings 50 stocks · $158.8M
| IVW iShares S&P 500 Growth ETF | 13.08% | 168,513 | $20.8M | — |
| VIG Vanguard Dividend Apprec ETF | 12.25% | 88,538 | $19.5M | — |
| MOAT Vaneck Morningstar Wide Moat | 8.38% | 128,435 | $13.3M | — |
| QQQ Invesco QQQ Trust Series 1 | 7.49% | 19,364 | $11.9M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 6.67% | 36,512 | $10.6M | — |
| IJR iShares Core S&P Small-Cap E | 6.52% | 86,109 | $10.3M | — |
| IVV iShares Core S&P 500 ETF | 3.61% | 8,365 | $5.7M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.35% | 10,903 | $5.3M | — |
| NOBL Proshares S&P 500 Dividend A | 2.96% | 45,219 | $4.7M | — |
| BSCR Invesco Bulletshares 2027 CB | 2.73% | 219,528 | $4.3M | — |
| BSCQ Invesco Bulletshares 2026 CB | 2.47% | 200,681 | $3.9M | — |
| BSMQ Invesco Bulletshares 2026 MB | 2.33% | 156,640 | $3.7M | — |
| BSMR Invesco Bulletshares 2027 MB | 2.32% | 155,694 | $3.7M | — |
| BSCS Invesco Bulletshares 2028 CB | 2.16% | 166,391 | $3.4M | — |
| BSCT Invesco Bulletshares 2029 CB | 2.09% | 176,559 | $3.3M | — |
| BSCU Invesco Bulletshares 2030 CB | 2.06% | 193,748 | $3.3M | — |
| PLNT Planet Fitness Inc. Class A | 1.77% | 27,046 | $2.8M | — |
| AMZN Amazon.com Inc. | 1.57% | 10,800 | $2.5M | — |
| SCHX Schwab US Large-Cap ETF | 1.50% | 88,735 | $2.4M | — |
| GOOGL Alphabet Inc. Class A | 1.26% | 6,372 | $2.0M | — |
| BSMS Invesco Bulletshares 2028 MB | 1.06% | 71,555 | $1.7M | — |
| BSMT Invesco Bulletshares 2029 MB | 1.00% | 68,900 | $1.6M | — |
| MSFT Microsoft Corp. | 0.95% | 3,134 | $1.5M | — |
| SCHM Schwab US Mid Cap ETF | 0.89% | 46,763 | $1.4M | — |
| BSMU Invesco Bulletshares 2030 MB | 0.87% | 62,641 | $1.4M | — |
| SCHA Schwab US Small-Cap ETF | 0.70% | 38,820 | $1.1M | — |
| LLY Eli Lilly & Co. | 0.66% | 979 | $1.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 2,080 | $1.0M | — |
| VYM Vanguard High DVD Yield ETF | 0.63% | 6,988 | $1.0M | — |
| XLK SS Technology Select Sector | 0.63% | 6,901 | $993K | — |
| NVDA Nvidia Corp. | 0.61% | 5,190 | $968K | — |
| VOOG Vanguard S&P 500 Growth ETF | 0.55% | 1,967 | $875K | — |
| GOOG Alphabet Inc. Class C | 0.46% | 2,320 | $728K | — |
| AAPL Apple Inc. | 0.43% | 2,515 | $684K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.40% | 14,269 | $634K | — |
| IJH iShares Core S&P Midcap ETF | 0.40% | 9,600 | $634K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 1,982 | $511K | — |
| CRM Salesforce Inc. | 0.22% | 1,338 | $354K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 1,046 | $351K | — |
| IBIT iShares Bitcoin Trust ETF | 0.22% | 7,013 | $348K | — |
| KLAC KLA Corp. | 0.21% | 273 | $332K | — |
| BSCV Invesco Bulletshares 2031 CB | 0.19% | 18,402 | $307K | — |
| XOM Exxon Mobil Corp. | 0.18% | 2,314 | $278K | — |
| SNDR Schneider National Inc. Class B | 0.17% | 10,360 | $275K | — |
| BSMV Invesco Bulletshares 2031 MB | 0.16% | 12,128 | $256K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 848 | $251K | — |
| NSC Norfolk Southern Corp. | 0.15% | 834 | $241K | — |
| JNJ Johnson & Johnson | 0.14% | 1,073 | $222K | — |
| VZ Verizon Communications Inc. | 0.14% | 5,303 | $216K | — |
| CCO Clear Channel Outdoor Holdin | 0.03% | 25,000 | $55K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.