§ 13F · FUND PROFILE
Coastal Bridge Advisors, LLC.
AUM · $1.6B (13F)Positions · 471Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$49M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LION | LIONSGATE STUDIOS CORP | 5.43M | $83M | 5.1% | +8% |
| 2 | AAPL | APPLE INC | 220K | $64M | 3.9% | −2% |
| 3 | GOOG | ALPHABET INC | 135K | $48M | 3.0% | −1% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 1.21M | $38M | 2.4% | +5% |
| 5 | NVDA | NVIDIA CORPORATION | 179K | $36M | 2.2% | +3% |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 603K | $34M | 2.1% | +1% |
| 7 | AMZN | AMAZON COM INC | 134K | $32M | 2.0% | +2% |
| 8 | MSFT | MICROSOFT CORP | 76K | $28M | 1.7% | ±0% |
| 9 | BGB | BLACKSTONE STRATEGIC CRED 20 | 2.26M | $26M | 1.6% | −8% |
| 10 | GOOGL | ALPHABET INC | 70K | $25M | 1.5% | +1% |
§ 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 $1.6 billion in assets. The fund runs a broad portfolio of 471 positions.
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