Coastline Complete Wealth LLC

CIK

2112134

Location

BLUFFTON, SC

Portfolio Value

Small $111,565,219

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,436 / 8,807 ▲ 223 · as of Mar 2026

Top Industry

Internet Content & Information 17.1%

Period ended 6 months ago

Filed May 22, 2026 · 5mo

2 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

34 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

30.9%

+1.7 pts

Top 5

74.1%

−1.8 pts

Top 10

87.3%

−2.7 pts

HHI

1,585

Moderately concentrated+42

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.6%	$96,623,232	14
Consumer Cyclical	3.9%	$4,358,883	2
Technology	3.5%	$3,873,692	6
Communication Services	2.8%	$3,123,884	4
Financial Services	1.3%	$1,500,154	3
Healthcare	1.1%	$1,229,321	2
Energy	0.3%	$382,074	1
Industrials	0.2%	$240,506	1
Consumer Defensive	0.2%	$233,473	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+233,677	1,736,544	$34,435,902
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+32,439	34,406	$2,337,829
VIG	Vanguard Dividend Appreciation ETF	+12,430	100,968	$21,714,178
VB	Vanguard Morningstar Small-Cap ETF	+3,292	53,735	$5,981,590
FNDA	Schwab Fundamental U.S. Small Company ETF	+1,389	175,707	$4,890,514
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+671	7,572	$1,006,318
AAPL	Apple Inc.	+639	3,154	$800,453
AMZN	Amazon Com Inc	+470	11,270	$2,347,202
MSFT	Microsoft Corp	+332	3,466	$1,283,009
CWI	State Street SPDR MSCI ACWI ex-US ETF	+254	14,523	$662,974
VZ	Verizon Communications Inc	+247	5,550	$278,610
JNJ	Johnson & Johnson	+231	1,304	$318,749
GOOGL	Alphabet Inc.	+224	8,916	$2,562,091
BRK-B	Berkshire Hathaway Inc	+84	2,164	$1,036,988
LLY	ELI LILLY & Co	+11	990	$910,572
NSC	Norfolk Southern Corp	+4	838	$240,506
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−93,163	179,424	$0
—		−20,151	25,068	$1,328,729
QQQ	Invesco Qqq Trust, Series 1	−14,942	4,422	$2,552,289
AFK	VanEck Africa Index ETF	−4,726	123,709	$11,962,660
IBIT	iShares Bitcoin Trust ETF	−1,181	5,832	$224,065
VIGI	Vanguard International Dividend Appreciation ETF	−747	6,241	$924,292
XOM	ExxonMobil Holdings Corp	−62	2,252	$382,074
NVDA	Nvidia Corp	−24	5,166	$900,950
IBM	International Business Machines Corp	−13	835	$202,395
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ONEQ	Fidelity Nasdaq Composite Index ETF	101,306	$8,601,892
MSTR	Strategy Inc	2,283	$284,918
JPM	Jpmorgan Chase & Co	881	$259,154
KO	Coca Cola Co	3,070	$233,473
NFLX	Netflix Inc	2,329	$223,933
V	Visa Inc.	675	$204,012
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	1,338	$354,449
SNDR	Schneider National, Inc.	10,360	$274,850
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

34 tracked positions · $111,565,219 total · filing declares 55 positions · $144,222,234 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	1,736,544	+233,677	$34,435,902	+11.4%	30.87%
VIG	Vanguard Dividend Appreciation ETF	Added	100,968	+12,430	$21,714,178	+11.6%	19.46%
AFK	VanEck Africa Index ETF	Reduced	123,709	-4,726	$11,962,660	−10.1%	10.72%
ONEQ	Fidelity Nasdaq Composite Index ETF	NEW	101,306	NEW	$8,601,892	NEW	7.71%
VB	Vanguard Morningstar Small-Cap ETF	Added	53,735	+3,292	$5,981,590	+36.0%	5.36%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	175,707	+1,389	$4,890,514	−0.2%	4.38%
GOOGL	Alphabet Inc. Communication Services	Added	8,916	+224	$2,562,091	−5.9%	2.30%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,422	-14,942	$2,552,289	−78.5%	2.29%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,270	+470	$2,347,202	−5.8%	2.10%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Added	34,406	+32,439	$2,337,829	+1504.0%	2.10%
PLNT	Planet Fitness, Inc. Consumer Cyclical	Held	27,046	0	$2,011,681	−31.4%	1.80%
		Reduced	25,068	-20,151	$1,328,729	−43.5%	1.19%
MSFT	Microsoft Corp Technology	Added	3,466	+332	$1,283,009	−15.4%	1.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,164	+84	$1,036,988	−0.8%	0.93%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	7,572	+671	$1,006,318	+1.3%	0.90%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	6,241	-747	$924,292	−7.8%	0.83%
LLY	ELI LILLY & Co Healthcare	Added	990	+11	$910,572	−13.5%	0.82%
NVDA	Nvidia Corp Technology	Reduced	5,166	-24	$900,950	−6.9%	0.81%
AAPL	Apple Inc. Technology	Added	3,154	+639	$800,453	+17.1%	0.72%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	14,523	+254	$662,974	+4.6%	0.59%
KLAC	Kla Corp Technology	Held	273	0	$401,967	+21.2%	0.36%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,252	-62	$382,074	+37.2%	0.34%
JNJ	Johnson & Johnson Healthcare	Added	1,304	+231	$318,749	+43.5%	0.29%
MSTR	Strategy Inc Technology	NEW	2,283	NEW	$284,918	NEW	0.26%
VZ	Verizon Communications Inc Communication Services	Added	5,550	+247	$278,610	+29.0%	0.25%
JPM	Jpmorgan Chase & Co Financial Services	NEW	881	NEW	$259,154	NEW	0.23%
NSC	Norfolk Southern Corp Industrials	Added	838	+4	$240,506	−0.1%	0.22%
KO	Coca Cola Co Consumer Defensive	NEW	3,070	NEW	$233,473	NEW	0.21%
IBIT	iShares Bitcoin Trust ETF	Reduced	5,832	-1,181	$224,065	−35.6%	0.20%
NFLX	Netflix Inc Communication Services	NEW	2,329	NEW	$223,933	NEW	0.20%
V	Visa Inc. Financial Services	NEW	675	NEW	$204,012	NEW	0.18%
IBM	International Business Machines Corp Technology	Reduced	835	-13	$202,395	−19.4%	0.18%
CCO	Clear Channel Outdoor Holdings, Inc. Communication Services	Held	25,000	0	$59,250	+7.2%	0.05%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	179,424	-93,163	$0	—	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.