Coastline Complete Wealth LLC

CIK

2112134

Location

BLUFFTON, SC

Portfolio Value

Micro $16,983,406

Diversification

Diversified

Filing Date

Global Rank

#7,476 / 8,232 ▼ 110

Top Industry

Internet Retail 16.5%

3Y Alpha vs SPY

-16.5%

Period ended 2 months ago

Filed May 22, 2026 · 23d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+4.3%

SPY

+9.1%

Annualised alpha

-16.5%

Max drawdown

−9.0%

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

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

Top Position

15.0%

−28.8 pts

Top 5

59.0%

−17.7 pts

Top 10

82.9%

−9.0 pts

HHI

879

Diversified−1,385

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	25.7%	$4,358,883	2
Technology	22.8%	$3,873,692	6
Unclassified	16.3%	$2,776,354	2
Communication Services	14.1%	$2,388,949	4
Financial Services	8.8%	$1,500,154	3
Healthcare	7.2%	$1,229,321	2
Energy	2.2%	$382,074	1
Industrials	1.4%	$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

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
XOM	Exxon Mobil Corp	−62	2,252	$382,074
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

22 positions · $16,983,406 total · 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
CCO	Clear Channel Outdoor Holdings, Inc. Communication Services	Held	25,000	0	$59,250	+7.2%	0.35%
IBM	International Business Machines Corp Technology	Reduced	835	-13	$202,395	−19.4%	1.19%
V	Visa Inc. Financial Services	NEW	675	NEW	$204,012	NEW	1.20%
NFLX	Netflix Inc Communication Services	NEW	2,329	NEW	$223,933	NEW	1.32%
IBIT	iShares Bitcoin Trust ETF	Reduced	5,832	-1,181	$224,065	−35.6%	1.32%
KO	Coca Cola Co Consumer Defensive	NEW	3,070	NEW	$233,473	NEW	1.37%
NSC	Norfolk Southern Corp Industrials	Added	838	+4	$240,506	−0.1%	1.42%
JPM	Jpmorgan Chase & Co Financial Services	NEW	881	NEW	$259,154	NEW	1.53%
VZ	Verizon Communications Inc Communication Services	Added	5,550	+247	$278,610	+29.0%	1.64%
MSTR	Strategy Inc Technology	NEW	2,283	NEW	$284,918	NEW	1.68%
JNJ	Johnson & Johnson Healthcare	Added	1,304	+231	$318,749	+43.5%	1.88%
XOM	Exxon Mobil Corp Energy	Reduced	2,252	-62	$382,074	+37.2%	2.25%
KLAC	Kla Corp Technology	Held	273	0	$401,967	+21.2%	2.37%
AAPL	Apple Inc. Technology	Added	3,154	+639	$800,453	+17.1%	4.71%
NVDA	Nvidia Corp Technology	Reduced	5,166	-24	$900,950	−6.9%	5.30%
LLY	ELI LILLY & Co Healthcare	Added	990	+11	$910,572	−13.5%	5.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,164	+84	$1,036,988	−0.8%	6.11%
MSFT	Microsoft Corp Technology	Added	3,466	+332	$1,283,009	−15.4%	7.55%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,354	-18	$1,827,156	−8.4%	10.76%
PLNT	Planet Fitness, Inc. Consumer Cyclical	Held	27,046	0	$2,011,681	−31.4%	11.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,270	+470	$2,347,202	−5.8%	13.82%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,422	-14,942	$2,552,289	−78.5%	15.03%