Coastline Complete Wealth LLC
All 13F Filings
- Location
- Bluffton, SC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 161,358
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/22/2026 | 55 | 161,358 | 13F-HR | Coastline Complete Wealth LLC |
| Q4 2025 | 2/24/2026 | 50 | 158,795 | 13F-HR | Coastline Complete Wealth LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.54 K | 14.6% | 0 | 56.98 K | -56.98 K |
| ETFs | 137.8 K | 85.4% | 59.54 K | 0 | 59.54 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/22/2026
Total value ($000)
161,358
Holdings
55
QoQ value change ($000)
2,563
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.