Coastline Complete Wealth LLC

CIK

2112134

Location

BLUFFTON, SC

Portfolio Value

Micro $16,239,561

Diversification

Diversified

Filing Date

Global Rank

#7,857 / 8,603 ▼ 245 · as of Mar 2026

Top Industry

Internet Retail 17.4%

3Y Alpha vs SPY

-11.5%

Period ended 3 months ago

Filed May 22, 2026 · 48d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.8%

SPY

+9.6%

Annualised alpha

-5.2%

Max drawdown

−9.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

15.7%

−29.0 pts

Top 5

61.7%

−16.7 pts

Top 10

86.1%

−7.7 pts

HHI

949

Diversified−1,411

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	26.8%	$4,358,883	2
Technology	21.6%	$3,511,921	6
Unclassified	17.1%	$2,776,354	2
Communication Services	14.7%	$2,388,949	4
Financial Services	9.2%	$1,500,154	3
Healthcare	7.6%	$1,229,321	2
Industrials	1.5%	$240,506	1
Consumer Defensive	1.4%	$233,473	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
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
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

5 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
NVDA	Nvidia Corp	−24	5,166	$900,950
GOOGL	Alphabet Inc.	−18	6,354	$1,827,156
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

21 positions · $16,239,561 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,422	-14,942	$2,552,289	−78.5%	15.72%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,270	+470	$2,347,202	−5.8%	14.45%
PLNT	Planet Fitness, Inc. Consumer Cyclical	Held	27,046	0	$2,011,681	−31.4%	12.39%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,354	-18	$1,827,156	−8.4%	11.25%
MSFT	Microsoft Corp Technology	Added	3,466	+332	$1,283,009	−15.4%	7.90%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,164	+84	$1,036,988	−0.8%	6.39%
LLY	ELI LILLY & Co Healthcare	Added	990	+11	$910,572	−13.5%	5.61%
NVDA	Nvidia Corp Technology	Reduced	5,166	-24	$900,950	−6.9%	5.55%
AAPL	Apple Inc. Technology	Added	3,154	+639	$800,453	+17.1%	4.93%
JNJ	Johnson & Johnson Healthcare	Added	1,304	+231	$318,749	+43.5%	1.96%
MSTR	Strategy Inc Technology	NEW	2,283	NEW	$284,918	NEW	1.75%
VZ	Verizon Communications Inc Communication Services	Added	5,550	+247	$278,610	+29.0%	1.72%
JPM	Jpmorgan Chase & Co Financial Services	NEW	881	NEW	$259,154	NEW	1.60%
NSC	Norfolk Southern Corp Industrials	Added	838	+4	$240,506	−0.1%	1.48%
KO	Coca Cola Co Consumer Defensive	NEW	3,070	NEW	$233,473	NEW	1.44%
IBIT	iShares Bitcoin Trust ETF	Reduced	5,832	-1,181	$224,065	−35.6%	1.38%
NFLX	Netflix Inc Communication Services	NEW	2,329	NEW	$223,933	NEW	1.38%
V	Visa Inc. Financial Services	NEW	675	NEW	$204,012	NEW	1.26%
IBM	International Business Machines Corp Technology	Reduced	835	-13	$202,395	−19.4%	1.25%
CCO	Clear Channel Outdoor Holdings, Inc. Communication Services	Held	25,000	0	$59,250	+7.2%	0.36%
KLAC	Kla Corp Technology	Held	273	0	$40,196	+21.2%	0.25%