Coastline Complete Wealth LLC
CIK 2112134 · Holdings on Dec 31, 2025 · First reported Feb 24, 2026
Top ten holdings
Q4 2025- IVW13.08%
- VIG12.25%
- MOAT8.38%
- QQQ7.49%
- VO6.67%
- IJR6.52%
- IVV3.61%
- VUG3.35%
- NOBL2.96%
- BSCR2.73%
Share classes counted separately67.04%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $20.77M | 13.08% | 168.51K shares | Prior unavailable — | — | ↗▾ |
| 02 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $19.46M | 12.25% | 88.54K shares | Prior unavailable — | — | ↗▾ |
| 03 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $13.30M | 8.38% | 128.44K shares | Prior unavailable — | — | ↗▾ |
| 04 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $11.90M | 7.49% | 19.36K shares | Prior unavailable — | — | ↗▾ |
| 05 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $10.60M | 6.67% | 36.51K shares | Prior unavailable — | — | ↗▾ |
| 06 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $10.35M | 6.52% | 86.11K shares | Prior unavailable — | — | ↗▾ |
| 07 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $5.73M | 3.61% | 8.37K shares | Prior unavailable — | — | ↗▾ |
| 08 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $5.32M | 3.35% | 10.90K shares | Prior unavailable — | — | ↗▾ |
| 09 | NOBLPROSHARES S&P 500 DIVIDEND AS&P 500 DV ARIST View history and evidence | $4.71M | 2.96% | 45.22K shares | Prior unavailable — | — | ↗▾ |
| 10 | BSCRINVESCO BULLETSHARES 2027 CBBULSHS 2027 CB View history and evidence | $4.33M | 2.73% | 219.53K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2112134 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 158795128
}Research all 50 reported holdings.
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