CIK 1665976
Coastal Bridge Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
459
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 222K | $1M+ | SH |
| GOOG | ALPHABET INC | 138K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 76K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 604K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 171K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 1.1M | $1M+ | SH |
| AMZN | AMAZON COM INC | 132K | $1M+ | SH |
| BGB | BLACKSTONE STRATEGIC CRED 20 | 2.5M | $1M+ | SH |
| GOOGL | ALPHABET INC | 73K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 278K | $1M+ | SH |
| EIPI | FIRST TR EXCHNG TRADED FD VI | 993K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 741K | $1M+ | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 170K | $1M+ | SH |
| IQLT | ISHARES TR | 386K | $1M+ | SH |
| JFLX | J P MORGAN EXCHANGE TRADED F | 331K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 47K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| ABBV | ABBVIE INC | 60K | $1M+ | SH |
| IEFA | ISHARES TR | 151K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 65K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 68K | $1M+ | SH |
| META | META PLATFORMS INC | 19K | $1M+ | SH |
| IJS | ISHARES TR | 106K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 80K | $1M+ | SH |
| ASML | ASML HOLDING N V | 11K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 16K | $1M+ | SH |
| VNLA | JANUS DETROIT STR TR | 214K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 192K | $1M+ | SH |
| LZ | LEGALZOOM COM INC | 1.1M | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 56K | $1M+ | SH |
| RTX | RTX CORPORATION | 55K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 128K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 19K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 160K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 48K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 32K | $1M+ | SH |
| IJR | ISHARES TR | 72K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 70K | $1M+ | SH |
| INFL | LISTED FDS TR | 188K | $1M+ | SH |
| DGRO | ISHARES TR | 116K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 33K | $1M+ | SH |
| WMT | WALMART INC | 71K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 65K | $1M+ | SH |
| BX | BLACKSTONE INC | 49K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 62K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 45K | $1M+ | SH |
| IEI | ISHARES TR | 59K | $1M+ | SH |
| DKNG | DRAFTKINGS INC NEW | 203K | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC | 498K | $1M+ | SH |
| GLD | SPDR GOLD TR | 17K | $1M+ | SH |