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CIK: 0002112134
Total reported value
$161.4M
$161.4M
50 檔
47.1%
During the Q4 2025 filing period, Coastline Complete Wealth LLC (CIK: 0002112134) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $161.4M across 50 reported positions.
During Q4 2025, Coastline Complete Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 13.08% | -8.90% | — | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 12.25% | +1.21% | — | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 8.38% | -0.97% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.49% | -5.91% | — | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.67% | +0.46% | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.52% | +0.34% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.61% | -0.21% | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.35% | -1.13% | — | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.96% | -1.31% | — | |
| 10 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.73% | +0.50% | — | |
| 11 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.47% | -2.47% | EXIT | |
| 12 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 2.33% | -2.33% | EXIT | |
| 13 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 2.32% | +0.12% | — | |
| 14 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.16% | +1.05% | — | |
| 15 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.09% | +0.33% | — | |
| 16 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.06% | +0.34% | — | |
| 17 | PLNT | Planet Fitness Inc - Cl A | Stock-Consumer Disc | 1.77% | -0.52% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | -0.12% | — | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.50% | -0.09% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | -0.13% | — | |
| 21 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 1.06% | +1.36% | — | |
| 22 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 1.00% | -0.02% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.15% | — | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.89% | — | — | |
| 25 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.87% | +0.07% | — | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.70% | +0.03% | — | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | -0.10% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.02% | — | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | -0.06% | — | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.63% | -0.01% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | -0.05% | — | |
| 32 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +8.14% | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | — | — | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.07% | — | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.40% | +0.01% | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.40% | — | — | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.32% | -0.08% | — | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.22% | -0.22% | EXIT | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | -0.03% | — | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.22% | -0.08% | — | |
| 41 | KLAC | Kla CORP | Stock-Tech | 0.21% | +0.04% | — | |
| 42 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 0.19% | +2.20% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | +0.06% | — | |
| 44 | SNDR | Schneider National Inc-cl B | Stock-Other | 0.17% | -0.17% | EXIT | |
| 45 | BSMV | Invesco Bulletshares 2031 Mb | ETF-Other | 0.16% | +0.77% | — | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | -0.03% | — | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.15% | — | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | +0.06% | — | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.14% | +0.03% | — | |
| 50 | CCO | Clear Channel Outdoor Holdin | Stock-Other | 0.03% | +0.01% | — |
According to official SEC Form 13F filings, Coastline Complete Wealth LLC reported a total U.S. public equity portfolio value of $161.4M across 50 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVW, VIG, MOAT) accounted for 47.1% of total reported equity market value during Q4 2025.
During Q4 2025, Coastline Complete Wealth LLC's top holdings by market value included IVW (13.1%)、VIG (12.3%)、MOAT (8.4%). The largest single position, IVW, represented 13.1% of total portfolio value.
In Q4 2025, Coastline Complete Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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