Coastline Complete Wealth LLC

CIK

2112134

Location

BLUFFTON, SC

Portfolio Value

Micro $39,823,565

Diversification

Highly concentrated

Filing Date

Global Rank

#7,572 / 8,698 ▼ 145 · as of Mar 2026

Top Industry

Internet Content & Information 17.1%

3Y Alpha vs SPY

+21.1%

Period ended 5 months ago

Filed May 22, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+22.0%

SPY

+13.9%

Annualised alpha

+19.2%

Max drawdown

−8.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

54.5%

+13.9 pts

Top 5

78.3%

−4.2 pts

Top 10

90.7%

−2.9 pts

HHI

3,154

Highly concentrated+755

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	62.5%	$24,881,578	4
Consumer Cyclical	10.9%	$4,358,883	2
Technology	9.7%	$3,873,692	6
Communication Services	7.8%	$3,123,884	4
Financial Services	3.8%	$1,500,154	3
Healthcare	3.1%	$1,229,321	2
Energy	1.0%	$382,074	1
Industrials	0.6%	$240,506	1
Consumer Defensive	0.6%	$233,473	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	+12,430	100,968	$21,714,178
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
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

6 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−14,942	4,422	$2,552,289
IBIT	iShares Bitcoin Trust ETF	−1,181	5,832	$224,065
VB	Vanguard Morningstar Small-Cap ETF	−489	1,493	$391,046
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

5 positions

Ticker	Company	Shares	Value
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

24 tracked positions · $39,823,565 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
VIG	Vanguard Dividend Appreciation ETF	Added	100,968	+12,430	$21,714,178	+11.6%	54.53%
GOOGL	Alphabet Inc. Communication Services	Added	8,916	+224	$2,562,091	−5.9%	6.43%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,422	-14,942	$2,552,289	−78.5%	6.41%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,270	+470	$2,347,202	−5.8%	5.89%
PLNT	Planet Fitness, Inc. Consumer Cyclical	Held	27,046	0	$2,011,681	−31.4%	5.05%
MSFT	Microsoft Corp Technology	Added	3,466	+332	$1,283,009	−15.4%	3.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,164	+84	$1,036,988	−0.8%	2.60%
LLY	ELI LILLY & Co Healthcare	Added	990	+11	$910,572	−13.5%	2.29%
NVDA	Nvidia Corp Technology	Reduced	5,166	-24	$900,950	−6.9%	2.26%
AAPL	Apple Inc. Technology	Added	3,154	+639	$800,453	+17.1%	2.01%
KLAC	Kla Corp Technology	Held	273	0	$401,967	+21.2%	1.01%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	1,493	-489	$391,046	−23.5%	0.98%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,252	-62	$382,074	+37.2%	0.96%
JNJ	Johnson & Johnson Healthcare	Added	1,304	+231	$318,749	+43.5%	0.80%
MSTR	Strategy Inc Technology	NEW	2,283	NEW	$284,918	NEW	0.72%
VZ	Verizon Communications Inc Communication Services	Added	5,550	+247	$278,610	+29.0%	0.70%
JPM	Jpmorgan Chase & Co Financial Services	NEW	881	NEW	$259,154	NEW	0.65%
NSC	Norfolk Southern Corp Industrials	Added	838	+4	$240,506	−0.1%	0.60%
KO	Coca Cola Co Consumer Defensive	NEW	3,070	NEW	$233,473	NEW	0.59%
IBIT	iShares Bitcoin Trust ETF	Reduced	5,832	-1,181	$224,065	−35.6%	0.56%
NFLX	Netflix Inc Communication Services	NEW	2,329	NEW	$223,933	NEW	0.56%
V	Visa Inc. Financial Services	NEW	675	NEW	$204,012	NEW	0.51%
IBM	International Business Machines Corp Technology	Reduced	835	-13	$202,395	−19.4%	0.51%
CCO	Clear Channel Outdoor Holdings, Inc. Communication Services	Held	25,000	0	$59,250	+7.2%	0.15%

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.