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Kingston Hollman

Coastline Complete Wealth Llc

Assets Managed
$161.358M
Holdings
55
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
1.62%(2Q avg: 0.81%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Coastline Complete Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Coastline Complete Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 161.358M in assets, with a quarterly growth rate of 1.62% and a 2-quarter average growth rate of 0.81%. The portfolio is managed by Kingston Hollman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 14.04%
13.46%
$21.714M
100,968 shares@ $215.07 avg price
VOOG
Vanguard S&p 500 Growth Etf
Recent Activity
Increased 1649.17%
8.7%
$14.027M
34,406 shares@ $407.7 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -3.67%
7.42%
$11.963M
123,709 shares@ $96.7 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 9.73%
7.14%
$11.505M
40,062 shares@ $287.19 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 3.38%
6.86%
$11.066M
89,015 shares@ $124.32 avg price
ONEQ
Fidelity Nasdaq Composite In
Recent Activity
New Position
5.34%
$8.602M
101,306 shares@ $84.92 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -64.64%
4.18%
$6.738M
59,574 shares@ $113.12 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.35%
3.4%
$5.483M
8,394 shares@ $653.22 avg price
BSCR
Invesco Bulletshares 2027 Cb
Recent Activity
Increased 20.8%
3.23%
$5.204M
265,173 shares@ $19.63 avg price
BSCS
Invesco Bulletshares 2028 Cb
Recent Activity
Increased 52.19%
3.21%
$5.172M
253,230 shares@ $20.43 avg price

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