§ 13F · FUND PROFILE
Coastal Bridge Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.3B (13F)Positions · 462Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 224K | $57M | 4.0% | +1% |
| 2 | LION | LIONSGATE STUDIOS CORP | 5.03M | $48M | 3.4% | +602% |
| 3 | GOOG | ALPHABET INC | 136K | $39M | 2.8% | −1% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 1.16M | $36M | 2.5% | +4% |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | 596K | $34M | 2.4% | −1% |
| 6 | NVDA | NVIDIA CORPORATION | 174K | $30M | 2.1% | +2% |
| 7 | MSFT | MICROSOFT CORP | 76K | $28M | 2.0% | ±0% |
| 8 | AMZN | AMAZON COM INC | 132K | $27M | 1.9% | ±0% |
| 9 | BGB | BLACKSTONE STRATEGIC CRED 20 | 2.45M | $27M | 1.9% | −1% |
| 10 | XOM | EXXON MOBIL CORP | 149K | $25M | 1.8% | +141% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COASTAL SIGNAL
AC read
Coastal Bridge Advisors, LLC is a Other fund managing $1.3 billion in assets. The fund runs a broad portfolio of 462 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed