§ 13F · FUND PROFILE
Coastline Complete Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 50Turnover · — · Q4Filed · Feb 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$158.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 169K | $20.8T | 13.1% | NEW |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 89K | $19.5T | 12.3% | NEW |
| 3 | MOAT | VANECK ETF TRUST | 128K | $13.3T | 8.4% | NEW |
| 4 | QQQ | INVESCO QQQ TR | 19K | $11.9T | 7.5% | NEW |
| 5 | VO | VANGUARD INDEX FDS | 37K | $10.6T | 6.7% | NEW |
| 6 | IJR | ISHARES TR | 86K | $10.3T | 6.5% | NEW |
| 7 | IVV | ISHARES TR | 8K | $5.7T | 3.6% | NEW |
| 8 | VUG | VANGUARD INDEX FDS | 11K | $5.3T | 3.3% | NEW |
| 9 | NOBL | PROSHARES TR | 45K | $4.7T | 3.0% | NEW |
| 10 | BSCR | INVESCO EXCH TRD SLF IDX FD | 220K | $4.3T | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COASTLINE SIGNAL
AC read
Coastline Complete Wealth LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed