Coastline Complete Wealth LLC Top Holdings and 13F Report (2026) About Coastline Complete Wealth LLCInvestment ActivityCoastline Complete Wealth LLC has $161.36 million in total holdings as of March 31, 2026.Coastline Complete Wealth LLC owns shares of 55 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 26.16% of the portfolio was purchased this quarter.About 20.66% of the portfolio was sold this quarter.This quarter, Coastline Complete Wealth LLC has purchased 50 new stocks and bought additional shares in 27 stocks.Coastline Complete Wealth LLC sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $21,714,264Vanguard S&P 500 Growth ETF $14,027,129VanEck Morningstar Wide Moat ETF $11,962,615Vanguard Mid-Cap ETF $11,505,051iShares Core S&P Small-Cap ETF $11,065,514 Largest New Holdings this Quarter 315912808 - Fidelity NASDAQ Composite Index ETF $8,601,904 Holding922908363 - Vanguard S&P 500 ETF $1,805,575 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $769,798 Holding46432F842 - iShares Core MSCI EAFE ETF $465,686 Holding594972408 - Strategy $284,918 Holding Largest Purchases this Quarter Vanguard S&P 500 Growth ETF 32,439 shares (about $13.23M)Fidelity NASDAQ Composite Index ETF 101,306 shares (about $8.60M)Invesco BulletShares 2031 Corporate Bond ETF 216,324 shares (about $3.56M)Vanguard Dividend Appreciation ETF 12,430 shares (about $2.67M)Invesco BulletShares 2028 Municipal Bond ETF 95,112 shares (about $2.23M) Largest Sales this Quarter iShares S&P 500 Growth ETF 108,939 shares (about $12.32M)Invesco QQQ 14,942 shares (about $8.62M)ProShares S&P 500 Aristocrats ETF 20,151 shares (about $2.14M)Vanguard Growth ETF 2,720 shares (about $1.19M)VanEck Morningstar Wide Moat ETF 4,726 shares (about $457.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCoastline Complete Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$21,714,264$2,673,206 â–²14.0%100,96813.5%ETFVOOGVanguard S&P 500 Growth ETF$14,027,129$13,225,194 â–²1,649.2%34,4068.7%ETFMOATVanEck Morningstar Wide Moat ETF$11,962,615$457,002 â–¼-3.7%123,7097.4%ETFVOVanguard Mid-Cap ETF$11,505,051$1,019,493 â–²9.7%40,0627.1%ETFIJRiShares Core S&P Small-Cap ETF$11,065,514$361,247 â–²3.4%89,0156.9%ETFONEQFidelity NASDAQ Composite Index ETF$8,601,904$8,601,904 â–²New Holding101,3065.3%ETFIVWiShares S&P 500 Growth ETF$6,738,471$12,322,192 â–¼-64.6%59,5744.2%ETFIVViShares Core S&P 500 ETF$5,483,045$18,943 â–²0.3%8,3943.4%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$5,204,016$895,782 â–²20.8%265,1733.2%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$5,171,715$1,773,512 â–²52.2%253,2303.2%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$3,930,339$247,562 â–²6.7%166,1602.4%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$3,903,446$608,857 â–²18.5%209,1882.4%ETFBSMSInvesco BulletShares 2028 Municipal Bond ETF$3,899,184$2,225,151 â–²132.9%166,6672.4%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$3,873,263$633,985 â–²19.6%231,6682.4%ManufacturingBSCVInvesco BulletShares 2031 Corporate Bond ETF$3,863,590$3,560,693 â–²1,175.5%234,7262.4%ETFVUGVanguard Growth ETF$3,574,309$1,188,088 â–¼-24.9%8,1832.2%ETFNOBLProShares S&P 500 Aristocrats ETF$2,657,448$2,136,199 â–¼-44.6%25,0681.6%ETFQQQInvesco QQQ$2,552,222$8,623,994 â–¼-77.2%4,4221.6%FinanceAMZNAmazon.com$2,347,203$97,887 â–²4.4%11,2701.5%Retail/WholesaleSCHXSchwab US Large-Cap ETF$2,281,960$6,795 â–²0.3%89,0001.4%ETFPLNTPlanet Fitness$2,011,6810.0%27,0461.2%Consumer DiscretionaryGOOGLAlphabet$1,827,162$5,176 â–¼-0.3%6,3541.1%Computer and TechnologyVOOVanguard S&P 500 ETF$1,805,575$1,805,575 â–²New Holding3,0221.1%ETFBSMTInvesco BulletShares 2029 Municipal Bond ETF$1,582,483$3,799 â–¼-0.2%68,7351.0%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$1,508,897$142,505 â–²10.4%69,1740.9%ManufacturingBSMVInvesco BulletShares 2031 Municipal Bond ETF$1,499,660$1,246,428 â–²492.2%71,8230.9%ETFSCHMSchwab U.S. Mid-Cap ETF$1,434,639$13,158 â–¼-0.9%46,3380.9%ETFMSFTMicrosoft$1,283,184$122,913 â–²10.6%3,4660.8%Computer and TechnologySCHASchwab US Small-Cap ETF$1,173,929$45,045 â–²4.0%40,3690.7%ETFBRK.BBerkshire Hathaway$1,036,989$40,253 â–²4.0%2,1640.6%FinanceXLKTechnology Select Sector SPDR Fund$1,006,261$89,171 â–²9.7%7,5720.6%ETFVYMVanguard High Dividend Yield ETF$924,303$110,632 â–¼-10.7%6,2410.6%Financial ServicesLLYEli Lilly and Company$910,207$10,113 â–²1.1%9900.6%MedicalNVDANVIDIA$900,950$4,186 â–¼-0.5%5,1660.6%Computer and TechnologyAAPLApple$800,540$162,189 â–²25.4%3,1540.5%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$769,798$769,798 â–²New Holding7,7550.5%FinanceGOOGAlphabet$735,056$69,432 â–²10.4%2,5620.5%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$662,975$11,595 â–²1.8%14,5230.4%ETFIJHiShares Core S&P Mid-Cap ETF$644,397$3,917 â–¼-0.6%9,5420.4%ETFIEFAiShares Core MSCI EAFE ETF$465,686$465,686 â–²New Holding5,1440.3%ETFKLACKLA$402,4720.0%2730.2%Computer and TechnologyVBVanguard Small-Cap ETF$391,009$128,067 â–¼-24.7%1,4930.2%ETFXOMExxonMobil$382,087$10,519 â–¼-2.7%2,2520.2%EnergyJNJJohnson & Johnson$318,727$56,462 â–²21.5%1,3040.2%MedicalVTIVanguard Total Stock Market ETF$312,736$22,774 â–¼-6.8%9750.2%ETFMSTRStrategy$284,918$284,918 â–²New Holding2,2830.2%Computer and TechnologyVZVerizon Communications$278,594$12,399 â–²4.7%5,5500.2%Computer and TechnologyJPMJPMorgan Chase & Co.$259,258$259,258 â–²New Holding8810.2%FinanceNSCNorfolk Southern$240,382$1,147 â–²0.5%8380.1%TransportationKOCocaCola$233,474$233,474 â–²New Holding3,0700.1%Consumer StaplesISHARES BITCOIN TRUST ETF$224,065$45,374 â–¼-16.8%5,8320.1%SHS BEN INTNFLXNetflix$223,933$223,933 â–²New Holding2,3290.1%Consumer DiscretionaryVVisa$204,141$204,141 â–²New Holding6750.1%Business ServicesIBMInternational Business Machines$202,369$3,151 â–¼-1.5%8350.1%Computer and TechnologyCCOClear Channel Outdoor$59,2500.0%25,0000.0%Business ServicesBSCQInvesco BulletShares 2026 Corporate Bond ETF$0$3,928,332 â–¼-100.0%00.0%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$0$3,703,753 â–¼-100.0%00.0%ETFCRMSalesforce$0$354,455 â–¼-100.0%00.0%Computer and TechnologySNDRSchneider National$0$274,851 â–¼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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