Coastline Complete Wealth LLC - Portfolio overview

Coastline Complete Wealth LLC has 55 reported holdings in this dataset, with the latest filing dated 2026-05-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD SPECIALIZED FUNDS, 13.46%
2. VOOG - VANGUARD ADMIRAL FDS INC, 8.69%
3. MOAT - VANECK ETF TRUST, 7.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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