Coastal Bridge Advisors, LLC

Est. AUM

$1.41B

13F long equity, this entity only

Positions

444

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$56.9M	224353	4.03%	SOLE
2	LIONSGATE STUDIOS CORP	COM	$48.2M	5027980	3.41%	SOLE
3	ALPHABET INC	CAP STK CL C	$39.0M	135983	2.76%	SOLE
4	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$35.5M	1158299	2.51%	SOLE
5	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$33.8M	596392	2.39%	SOLE
6	NVIDIA CORPORATION	COM	$30.3M	173535	2.14%	SOLE
7	MICROSOFT CORP	COM	$28.0M	75620	1.98%	SOLE
8	AMAZON COM INC	COM	$27.5M	131812	1.94%	SOLE
9	BLACKSTONE STRATEGIC CRED 20	COM SHS BEN IN	$27.3M	2451500	1.93%	SOLE
10	EXXON MOBIL CORP	COM	$25.3M	149385	1.79%	SOLE
11	ISHARES GOLD TR	ISHARES NEW	$25.0M	283283	1.77%	SOLE
12	FIRST TR EXCHNG TRADED FD VI	FT ENERGY INCOME	$22.8M	1012885	1.61%	SOLE
13	ISHARES TR	MSCI INTL QUALTY	$20.3M	438178	1.43%	SOLE
14	ALPHABET INC	CAP STK CL A	$20.0M	69537	1.41%	SOLE
15	SCHWAB STRATEGIC TR	US BRD MKT ETF	$18.4M	734966	1.30%	SOLE
16	INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$18.1M	167939	1.28%	SOLE
17	J P MORGAN EXCHANGE TRADED F	FLEXIBLE DEBT ET	$16.8M	337400	1.18%	SOLE
18	GOLUB CAP BDC INC	COM	$16.4M	1292404	1.16%	SOLE
19	ISHARES TR	CORE MSCI EAFE	$15.8M	174201	1.12%	SOLE
20	JOHNSON & JOHNSON	COM	$15.6M	63693	1.10%	SOLE
21	HONEYWELL INTL INC	COM	$15.3M	67513	1.08%	SOLE
22	ISHARES TR	SP SMCP600VL ETF	$14.0M	117833	0.99%	SOLE
23	VANGUARD INDEX FDS	GROWTH ETF	$13.7M	31421	0.97%	SOLE
24	ASML HLDG NV	N Y REGISTRY SHS	$13.7M	10379	0.97%	SOLE
25	JPMORGAN CHASE & CO	COM	$13.3M	45295	0.94%	SOLE
26	ABBVIE INC	COM	$13.1M	60168	0.93%	SOLE
27	VANGUARD INDEX FDS	VALUE ETF	$12.9M	65960	0.91%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET TEC	$11.7M	87910	0.83%	SOLE
29	META PLATFORMS INC	CL A	$11.3M	19687	0.80%	SOLE
30	RTX CORPORATION	COM	$10.9M	56268	0.77%	SOLE
31	STATE STR SPDR S&P 500 ETF T	TR UNIT	$10.8M	16604	0.76%	SOLE
32	PALO ALTO NETWORKS INC	COM	$10.6M	66342	0.75%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET FIN	$10.4M	209670	0.73%	SOLE
34	MICRON TECHNOLOGY INC	COM	$10.3M	30616	0.73%	SOLE
35	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$10.3M	210184	0.73%	SOLE
36	LISTED FDS TR	HORIZON KINETICS	$10.0M	191817	0.71%	SOLE
37	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$9.6M	128474	0.68%	SOLE
38	GILEAD SCIENCES INC	COM	$9.6M	69066	0.68%	SOLE
39	ISHARES TR	CORE MSCI EURO	$9.4M	133775	0.66%	SOLE
40	ISHARES TR	CORE S&P SCP ETF	$9.0M	72639	0.64%	SOLE
41	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$8.8M	159273	0.63%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.5M	17697	0.60%	SOLE
43	WALMART INC	COM	$8.3M	66409	0.58%	SOLE
44	ISHARES TR	CORE DIV GRWTH	$8.1M	114957	0.57%	SOLE
45	ISHARES TR	3 7 YR TREAS BD	$8.0M	67436	0.57%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET COM	$7.3M	66266	0.52%	SOLE
47	SPDR GOLD TR	GOLD SHS	$7.3M	17068	0.52%	SOLE
48	SELECT SECTOR SPDR TR	STATE STREET HEA	$7.2M	49089	0.51%	SOLE
49	PIMCO ETF TR	MULTISECTOR BD	$6.9M	265223	0.49%	SOLE
50	VANGUARD INDEX FDS	MID CAP ETF	$6.5M	22611	0.46%	SOLE

1–50 of 444

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.