Titelia

Holdings of Coastline Complete Wealth LLC

45 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 75.3 % of the equity sleeve

Sector breakdown

  • Funds 15.2 %
  • Technology 3.1 %
  • Communication 2.5 %
  • Consumer discretionary 1.9 %
  • Financials 1.2 %
  • Health care 1.0 %
  • Energy 0.3 %
  • Industrials 0.2 %
  • Consumer staples 0.2 %
  • Unattributed 74.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US45124.6M $100.00 %

Positions

RankCompanySharesValueWeight
1VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 100,96821.7M $
2Vanguard S&P 500 Growth ETF 34,40614M $
3VanEck Morningstar Wide Moat ETF 123,70912M $
4Vanguard Mid-Cap ETF 40,06211.5M $
5iShares Core S&P Small-Cap ETF 89,01511.1M $
6iShares Trust 59,5746.7M $
7iShares Core S&P 500 ETF 8,3945.5M $
8Invesco BulletShares 2030 Corp 231,6683.9M $
9Invesco Bulletshares 2031 Corp 234,7263.9M $
10Vanguard Growth ETF 8,1833.6M $
11ProShares Trust 25,0682.7M $
12Invesco QQQ Trust Series 1 4,4222.6M $
13Amazon.com Inc 11,2702.3M $
14Schwab U.S. Large-Cap ETF 89,0002.3M $
15Planet Fitness Inc 27,0462M $
16Alphabet Inc 6,3541.8M $
17Vanguard S&P 500 ETF 3,0221.8M $
18Microsoft Corp 3,4661.3M $
19Schwab U.S. Small-Cap ETF 40,3691.2M $
20Berkshire Hathaway Inc 2,1641M $
21SELECT SECTOR SPDR TRUST (THE) 7,5721M $
22Vanguard High Dividend Yield E 6,241924.3K $
23Eli Lilly & Co 990910.2K $
24NVIDIA Corp 5,166901K $
25Apple Inc 3,154800.5K $
26iShares Core U.S. Aggregate Bond ETF 7,755769.8K $
27Alphabet Inc 2,562735.1K $
28State Street SPDR Portfolio Developed World ex-US ETF 14,523663K $
29iShares Core S&P Mid-Cap ETF 9,542644.4K $
30iShares Core MSCI EAFE ETF 5,144465.7K $
31KLA Corp 273402.5K $
32Vanguard Small-Cap ETF 1,493391K $
33Exxon Mobil Corp 2,252382.1K $
34Johnson & Johnson 1,304318.7K $
35Vanguard Total Stock Market ETF 975312.7K $
36Strategy Inc 2,283284.9K $
37Verizon Communications Inc 5,550278.6K $
38JPMorgan Chase & Co 881259.3K $
39Norfolk Southern Corp 838240.4K $
40Coca-Cola Co/The 3,070233.5K $
41iShares Bitcoin Trust ETF 5,832224.1K $
42Netflix Inc 2,329223.9K $
43Visa Inc 675204.1K $
44International Business Machines Corp. 835202.4K $
45Clear Channel Outdoor Holdings Inc 25,00059.3K $