Institutional Fund
Coastline Complete Wealth LLC
Bluffton, SCCIK 21121342 filings on record
Portfolio Value
$161.36M
Q1 2026
Holdings
55
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+1.6%
from $158.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Specialized Funds13.5%
- Vanguard Admiral Fds Inc8.7%
- Vaneck ETF Trust7.4%
- Vanguard Index Fds7.1%
- Ishares Tr6.9%
- Fidelity Comwlth Tr5.3%
- Other51.1%
Portfolio Holdings
55 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 101.0K | $21.71M | 13.5% | +12.4K | Added |
| 2 | Vanguard Admiral Fds Inc | 34.4K | $14.03M | 8.7% | +32.4K | Added |
| 3 | Vaneck ETF Trust | 123.7K | $11.96M | 7.4% | −4.7K | Reduced |
| 4 | Vanguard Index Fds | 40.1K | $11.51M | 7.1% | +3.5K | Added |
| 5 | Ishares Tr | 89.0K | $11.07M | 6.9% | +2.9K | Added |
| 6 | Fidelity Comwlth Tr | 101.3K | $8.60M | 5.3% | +101.3K | New |
| 7 | Ishares Tr | 59.6K | $6.74M | 4.2% | −108.9K | Reduced |
| 8 | Ishares Tr | 8.4K | $5.48M | 3.4% | +29 | Added |
| 9 | Invesco Exch Trd Slf Idx Fd | 265.2K | $5.20M | 3.2% | +45.6K | Added |
| 10 | Invesco Exch Trd Slf Idx Fd | 253.2K | $5.17M | 3.2% | +86.8K | Added |
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