Coastline Complete Wealth LLC - Q12026 Holdings

Coastline Complete Wealth LLC holds 55 stocks with a total portfolio value of $ 161.36M as of Q12026. In Q12026, Coastline Complete Wealth LLC added 9 new positions, increased stakes in 27 stocks, reduced 16 holdings, and fully exited 4 positions. The largest holding is Vanguard Specialized Funds (VIG), representing 13.46% of the total portfolio.