Coastal Bridge Advisors, LLC Top Holdings and 13F Report (2026)

About Coastal Bridge Advisors, LLC

Investment Activity

Coastal Bridge Advisors, LLC has $1.41 billion in total holdings as of March 31, 2026.
Coastal Bridge Advisors, LLC owns shares of 445 different stocks, but just 120 companies or ETFs make up 80% of its holdings.
Approximately 10.05% of the portfolio was purchased this quarter.
About 2.55% of the portfolio was sold this quarter.
This quarter, Coastal Bridge Advisors, LLC has purchased 459 new stocks and bought additional shares in 219 stocks.
Coastal Bridge Advisors, LLC sold shares of 179 stocks and completely divested from 38 stocks this quarter.

Largest Holdings

Apple: $56,938,562
LIONSGATE STUDIOS CORP: $48,218,326
Alphabet: $39,007,999
Schwab US Dividend Equity ETF: $35,536,610
JPMorgan Equity Premium Income ETF: $33,803,506

Largest New Holdings this Quarter

231561101 - Curtiss-Wright: $1,539,331 Holding
75886F107 - Regeneron Pharmaceuticals: $1,175,195 Holding
922908595 - Vanguard Small-Cap Growth ETF: $1,074,027 Holding
278865100 - Ecolab: $1,024,444 Holding
040413205 - ARISTA NETWORKS INC: $774,271 Holding

Largest Purchases this Quarter

LIONSGATE STUDIOS CORP: 4,312,235 shares (about $41.35M)
ExxonMobil: 87,385 shares (about $14.83M)
Golub Capital BDC: 794,222 shares (about $10.05M)
iShares Core MSCI Europe ETF: 107,502 shares (about $7.55M)
Vanguard Value ETF: 18,068 shares (about $3.54M)

Largest Sales this Quarter

Vanguard FTSE Pacific ETF: 39,873 shares (about $3.90M)
iShares MSCI Emerging Markets Asia ETF: 36,957 shares (about $3.54M)
Welltower: 6,644 shares (about $1.31M)
Alphabet: 3,570 shares (about $1.03M)
Berkshire Hathaway: 1 shares (about $718.14K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$56,938,562	$583,210 â–²	1.0%	224,353	4.0%	Computer and Technology
LIONSGATE STUDIOS CORP	$48,218,326	$41,354,332 â–²	602.5%	5,027,980	3.4%	COM
GOOG Alphabet	$39,007,999	$456,680 â–¼	-1.2%	135,983	2.8%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$35,536,610	$1,370,844 â–²	4.0%	1,158,299	2.5%	ETF
JEPI JPMorgan Equity Premium Income ETF	$33,803,506	$446,355 â–¼	-1.3%	596,392	2.4%	ETF
NVDA NVIDIA	$30,264,467	$452,916 â–²	1.5%	173,535	2.1%	Computer and Technology
MSFT Microsoft	$27,992,222	$19,619 â–¼	-0.1%	75,620	2.0%	Computer and Technology
AMZN Amazon.com	$27,452,501	$44,778 â–¼	-0.2%	131,812	1.9%	Retail/Wholesale
BGB Blackstone Strategic Credit 2027 Term Fund	$27,334,221	$196,296 â–¼	-0.7%	2,451,500	1.9%	Financial Services
XOM ExxonMobil	$25,344,621	$14,825,717 â–²	140.9%	149,385	1.8%	Energy
IAU iShares Gold Trust	$24,974,228	$454,465 â–²	1.9%	283,283	1.8%	Finance
FIRST TR EXCHNG TRADED FD VI	$22,779,777	$454,590 â–²	2.0%	1,012,885	1.6%	FT ENERGY INCOME
IQLT iShares MSCI Intl Quality Factor ETF	$20,256,968	$2,407,150 â–²	13.5%	438,178	1.4%	ETF
GOOGL Alphabet	$19,996,069	$1,026,590 â–¼	-4.9%	69,537	1.4%	Computer and Technology
SCHB Schwab US Broad Market ETF	$18,447,639	$139,656 â–¼	-0.8%	734,966	1.3%	ETF
SPGP Invesco S&P 500 GARP ETF	$18,073,545	$198,020 â–¼	-1.1%	167,939	1.3%	ETF
J P MORGAN EXCHANGE TRADED F	$16,758,923	$308,605 â–²	1.9%	337,400	1.2%	FLEXIBLE DEBT ET
GBDC Golub Capital BDC	$16,361,834	$10,054,850 â–²	159.4%	1,292,404	1.2%	Finance
IEFA iShares Core MSCI EAFE ETF	$15,770,461	$2,145,567 â–²	15.7%	174,201	1.1%	ETF
JNJ Johnson & Johnson	$15,569,168	$201,175 â–¼	-1.3%	63,693	1.1%	Medical
HON Honeywell International	$15,260,128	$17,178 â–¼	-0.1%	67,513	1.1%	Multi-Sector Conglomerates
IJS iShares S&P Small-Cap 600 Value ETF	$13,957,331	$1,369,994 â–²	10.9%	117,833	1.0%	ETF
VUG Vanguard Growth ETF	$13,724,665	$1,216,486 â–²	9.7%	31,421	1.0%	ETF
ASML ASML	$13,709,384	$323,615 â–¼	-2.3%	10,379	1.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$13,323,993	$390,645 â–¼	-2.8%	45,295	0.9%	Finance
ABBV AbbVie	$13,086,053	$108,746 â–²	0.8%	60,168	0.9%	Medical
VTV Vanguard Value ETF	$12,941,268	$3,544,919 â–²	37.7%	65,960	0.9%	ETF
XLK Technology Select Sector SPDR Fund	$11,683,292	$1,041,409 â–²	9.8%	87,910	0.8%	ETF
META Meta Platforms	$11,263,286	$240,290 â–²	2.2%	19,687	0.8%	Computer and Technology
RTX RTX	$10,854,140	$302,083 â–²	2.9%	56,268	0.8%	Aerospace
SPY SPDR S&P 500 ETF Trust	$10,797,943	$487,091 â–²	4.7%	16,604	0.8%	Finance
PANW Palo Alto Networks	$10,635,950	$1,727,288 â–²	19.4%	66,342	0.8%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$10,351,403	$891,079 â–²	9.4%	209,670	0.7%	ETF
MU Micron Technology	$10,343,389	$459,128 â–¼	-4.3%	30,616	0.7%	Computer and Technology
VNLA Janus Henderson Short Duration Income ETF	$10,269,595	$199,544 â–¼	-1.9%	210,184	0.7%	ETF
INFL Horizon Kinetics Inflation Beneficiaries ETF	$9,986,009	$219,589 â–²	2.2%	191,817	0.7%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$9,648,402	$32,744 â–²	0.3%	128,474	0.7%	ETF
GILD Gilead Sciences	$9,625,706	$76,653 â–¼	-0.8%	69,066	0.7%	Medical
IEUR iShares Core MSCI Europe ETF	$9,400,360	$7,554,158 â–²	409.2%	133,775	0.7%	ETF
IJR iShares Core S&P Small-Cap ETF	$9,029,741	$105,042 â–²	1.2%	72,639	0.6%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$8,842,834	$17,100 â–¼	-0.2%	159,273	0.6%	ETF
BRK.B Berkshire Hathaway	$8,480,202	$425,520 â–¼	-4.8%	17,697	0.6%	Finance
WALMART INC	$8,253,294	$552,299 â–¼	-6.3%	66,409	0.6%	COM
DGRO iShares Core Dividend Growth ETF	$8,067,664	$96,848 â–¼	-1.2%	114,957	0.6%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$7,997,933	$1,042,734 â–²	15.0%	67,436	0.6%	ETF
XLC Communication Services Select Sector SPDR Fund	$7,346,260	$179,261 â–²	2.5%	66,266	0.5%	ETF
GLD SPDR Gold Shares	$7,344,189	$80,895 â–²	1.1%	17,068	0.5%	Finance
XLV Health Care Select Sector SPDR Fund	$7,196,946	$540,991 â–²	8.1%	49,089	0.5%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$6,948,850	$585,937 â–²	9.2%	265,223	0.5%	ETF
VO Vanguard Mid-Cap ETF	$6,493,352	$445,124 â–²	7.4%	22,611	0.5%	ETF
PEP PepsiCo	$6,416,350	$181,226 â–²	2.9%	41,318	0.5%	Consumer Staples
DKNG DraftKings	$6,413,465	$2,028,475 â–²	46.3%	296,645	0.5%	Consumer Discretionary
VXUS Vanguard Total International Stock ETF	$6,359,249	$628,060 â–²	11.0%	82,470	0.4%	ETF
COF Capital One Financial	$6,134,832	$85,561 â–²	1.4%	33,628	0.4%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$6,127,807	$1,418,287 â–²	30.1%	31,929	0.4%	ETF
LZ LegalZoom.com	$5,983,324		0.0%	1,055,260	0.4%	Industrials
HD Home Depot	$5,972,282	$214,764 â–²	3.7%	18,159	0.4%	Retail/Wholesale
SPGM SPDR Portfolio MSCI Global Stock Market ETF	$5,844,389	$4,088 â–²	0.1%	77,194	0.4%	ETF
BX Blackstone	$5,538,220	$55,540 â–¼	-1.0%	48,163	0.4%	Finance
ABNB Airbnb	$5,535,863	$19,447 â–¼	-0.4%	43,838	0.4%	Consumer Discretionary
ETORO GROUP LTD	$5,486,901	$1,025,164 â–²	23.0%	182,714	0.4%	SHS CL A
AVGO Broadcom	$5,444,166	$15,785 â–¼	-0.3%	17,590	0.4%	Computer and Technology
LMT Lockheed Martin	$5,429,604	$87,028 â–¼	-1.6%	8,984	0.4%	Aerospace
VCSH Vanguard Short-Term Corporate Bond ETF	$5,079,796	$477,603 â–²	10.4%	64,082	0.4%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$4,993,576	$113,788 â–¼	-2.2%	60,912	0.4%	ETF
SO Southern	$4,905,409	$47,199 â–²	1.0%	50,822	0.3%	Utilities
AMGN Amgen	$4,847,419	$153,758 â–¼	-3.1%	13,777	0.3%	Medical
TMUS T-Mobile US	$4,827,086	$291,100 â–²	6.4%	22,983	0.3%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$4,801,465	$759,221 â–²	18.8%	50,309	0.3%	ETF
NEE NextEra Energy	$4,508,758	$62,229 â–²	1.4%	48,544	0.3%	Utilities
AXP American Express	$4,388,625	$164,849 â–¼	-3.6%	14,509	0.3%	Finance
KKR KKR & Co. Inc.	$4,331,123	$107,115 â–¼	-2.4%	46,823	0.3%	Finance
MDT Medtronic	$4,311,152	$67,240 â–²	1.6%	49,754	0.3%	Medical
MA Mastercard	$4,267,617	$177,380 â–²	4.3%	8,541	0.3%	Business Services
LAM RESEARCH CORP	$4,179,834	$315,149 â–¼	-7.0%	19,563	0.3%	COM NEW
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$4,172,908	$145,814 â–²	3.6%	212,632	0.3%	ETF
COST Costco Wholesale	$4,171,339	$119,580 â–¼	-2.8%	4,186	0.3%	Retail/Wholesale
MANAGED PORTFOLIO SERIES	$4,094,809	$1,218,035 â–²	42.3%	101,231	0.3%	LEUTHOLD SELECT
QQQ Invesco QQQ	$4,054,320	$1,154 â–¼	0.0%	7,024	0.3%	Finance
VRT Vertiv	$4,036,113	$14,033 â–²	0.3%	16,107	0.3%	Computer and Technology
AMAT Applied Materials	$4,034,426	$401,597 â–¼	-9.1%	11,804	0.3%	Computer and Technology
MCD McDonald's	$4,000,429	$106,289 â–²	2.7%	12,872	0.3%	Retail/Wholesale
DUK Duke Energy	$3,935,439	$25,272 â–¼	-0.6%	30,055	0.3%	Utilities
BAC Bank of America	$3,930,733	$30,079 â–²	0.8%	80,630	0.3%	Finance
ARES Ares Management	$3,910,722	$51,387 â–¼	-1.3%	35,845	0.3%	Finance
CVX Chevron	$3,850,497	$133,454 â–²	3.6%	18,610	0.3%	Energy
APO Apollo Global Management	$3,841,762	$85,905 â–¼	-2.2%	34,480	0.3%	Finance
ALL Allstate	$3,793,037	$3,732 â–¼	-0.1%	18,294	0.3%	Finance
TSLA Tesla	$3,755,717	$237,544 â–²	6.8%	10,103	0.3%	Auto/Tires/Trucks
PG Procter & Gamble	$3,666,606	$263,458 â–²	7.7%	25,385	0.3%	Consumer Staples
TLT iShares 20+ Year Treasury Bond ETF	$3,656,395	$630,060 â–²	20.8%	42,178	0.3%	ETF
TXN Texas Instruments	$3,625,915	$391,770 â–¼	-9.8%	18,677	0.3%	Computer and Technology
BRK.A Berkshire Hathaway	$3,590,700	$718,140 â–¼	-16.7%	5	0.3%	Finance
VTI Vanguard Total Stock Market ETF	$3,554,789	$1,969,073 â–²	124.2%	11,081	0.3%	ETF
CCL Carnival	$3,539,186	$70,471 â–¼	-2.0%	136,754	0.3%	Consumer Discretionary
CRWD CrowdStrike	$3,458,578	$3,223,946 â–²	1,374.0%	8,859	0.2%	Computer and Technology
BMY Bristol Myers Squibb	$3,445,611	$821,874 â–²	31.3%	56,811	0.2%	Medical
PWR Quanta Services	$3,358,904	$121,882 â–¼	-3.5%	6,118	0.2%	Construction
IBB iShares Biotechnology ETF	$3,332,642	$198,908 â–²	6.3%	19,737	0.2%	Finance
IBM International Business Machines	$3,314,081	$10,665 â–²	0.3%	13,673	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Coastal Bridge Advisors, LLC Top Holdings and 13F Report (2026)

About Coastal Bridge Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Coastal Bridge Advisors, LLC Top Holdings and 13F Report (2026)

About Coastal Bridge Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCoastal Bridge Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools