Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Coastal Bridge Advisors, LLC (CIK 1665976) reported $1.41B across 442 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($56.9M, 4.02%), LION ($48.2M, 3.41%), GOOG ($39.0M, 2.76%), SCHD ($35.5M, 2.51%), JEPI ($33.8M, 2.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $56.9M | 4.02% | 224,353 | Added |
| 2 | LION | LIONSGATE STUDIOS CORP | $48.2M | 3.41% | 5.0M | Added |
| 3 | GOOG | ALPHABET INC | $39.0M | 2.76% | 135,983 | Trimmed |
| 4 | SCHD | SCHWAB STRATEGIC TR | $35.5M | 2.51% | 1.2M | Added |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | $33.8M | 2.39% | 596,392 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $30.3M | 2.14% | 173,535 | Added |
| 7 | MSFT | MICROSOFT CORP | $28.0M | 1.98% | 75,620 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $27.5M | 1.94% | 131,812 | Trimmed |
| 9 | BGB | BLACKSTONE STRATEGIC CRED 20 | $27.3M | 1.93% | 2.5M | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $25.3M | 1.79% | 149,385 | Added |
| 11 | IAU | ISHARES GOLD TR | $25.0M | 1.77% | 283,283 | Added |
| 12 | EIPI | FIRST TR EXCHNG TRADED FD VI | $22.8M | 1.61% | 1.0M | Added |
| 13 | IQLT | ISHARES TR | $20.3M | 1.43% | 438,178 | Added |
| 14 | GOOGL | ALPHABET INC | $20.0M | 1.41% | 69,537 | Trimmed |
| 15 | SCHB | SCHWAB STRATEGIC TR | $18.4M | 1.30% | 734,966 | Trimmed |
| 16 | SPGP | INVESCO EXCHANGE TRADED FD T | $18.1M | 1.28% | 167,939 | Trimmed |
| 17 | JCPI | J P MORGAN EXCHANGE TRADED F | $16.8M | 1.18% | 337,400 | Added |
| 18 | GBDC | GOLUB CAP BDC INC | $16.4M | 1.16% | 1.3M | Added |
| 19 | IEFA | ISHARES TR | $15.8M | 1.11% | 174,201 | Added |
| 20 | JNJ | JOHNSON & JOHNSON | $15.6M | 1.10% | 63,693 | Trimmed |
| 21 | HON | HONEYWELL INTL INC | $15.3M | 1.08% | 67,513 | Trimmed |
| 22 | IJS | ISHARES TR | $14.0M | 0.99% | 117,833 | Added |
| 23 | VUG | VANGUARD INDEX FDS | $13.7M | 0.97% | 31,421 | Added |
| 24 | ASML | ASML HLDG NV | $13.7M | 0.97% | 10,379 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO | $13.3M | 0.94% | 45,295 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31