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Coastal Bridge Advisors, LLC

Q2 2026 13F filing

Updated 24 days ago

471 disclosed positions worth $1.6B

Portfolio value
$1.6B
Total holdings
471
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-17

Full holdings

Every line item disclosed in Q2 2026

L

LIONSGATE STUDIOS CORP

Value
$83.1M
Shares
5.43M
% Port
5.14%
A

APPLE INC

Value
$63.8M
Shares
220.4K
% Port
3.94%
G

ALPHABET INC

Value
$47.7M
Shares
135.1K
% Port
2.95%
S

SCHWAB STRATEGIC TR

Value
$38.5M
Shares
1.21M
% Port
2.38%
N

NVIDIA CORPORATION

Value
$35.7M
Shares
178.6K
% Port
2.21%
J

J P MORGAN EXCHANGE TRADED F

Value
$34.1M
Shares
603.1K
% Port
2.11%
A

AMAZON COM INC

Value
$31.9M
Shares
134.0K
% Port
1.98%
M

MICROSOFT CORP

Value
$28.2M
Shares
75.7K
% Port
1.75%
B
9.BGB

BLACKSTONE STRATEGIC CRED 20

Value
$25.5M
Shares
2.26M
% Port
1.58%
G

ALPHABET INC

Value
$25M
Shares
70.0K
% Port
1.55%
M
11.MU

MICRON TECHNOLOGY INC

Value
$24.4M
Shares
21.2K
% Port
1.51%
E
12.ETHA

ISHARES TR

Value
$23.3M
Shares
470.4K
% Port
1.44%
?
13.N/A

FIRST TR EXCHNG TRADED FD VI

Value
$22.4M
Shares
1.02M
% Port
1.38%
P
14.PANW

PALO ALTO NETWORKS INC

Value
$21.8M
Shares
63.9K
% Port
1.35%
I
15.IAU

ISHARES GOLD TR

Value
$21.5M
Shares
284.1K
% Port
1.33%
S

SCHWAB STRATEGIC TR

Value
$21.2M
Shares
731.6K
% Port
1.31%
E
17.ETHA

ISHARES TR

Value
$20.8M
Shares
215.5K
% Port
1.29%
X
18.XOM

EXXON MOBIL CORP

Value
$20.3M
Shares
148.2K
% Port
1.25%
I
19.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$19.9M
Shares
162.6K
% Port
1.23%
V
20.VGES

VANGUARD INDEX FDS

Value
$17.9M
Shares
208.2K
% Port
1.11%
?
21.N/A

J P MORGAN EXCHANGE TRADED F

Value
$17.9M
Shares
354.3K
% Port
1.10%
S

SELECT SECTOR SPDR TR

Value
$17M
Shares
89.2K
% Port
1.05%
E
23.ETHA

ISHARES TR

Value
$16.6M
Shares
121.2K
% Port
1.02%
V
24.VGES

VANGUARD INDEX FDS

Value
$16.5M
Shares
75.9K
% Port
1.02%
A

ASML HLDG NV

Value
$16.5M
Shares
8.3K
% Port
1.02%
J
26.JNJ

JOHNSON & JOHNSON

Value
$16M
Shares
62.9K
% Port
0.99%
A
27.ABBV

ABBVIE INC

Value
$15.5M
Shares
61.4K
% Port
0.96%
G
28.GBDC

GOLUB CAP BDC INC

Value
$15.4M
Shares
1.19M
% Port
0.95%
J

JPMORGAN CHASE & CO

Value
$14.9M
Shares
45.7K
% Port
0.92%
H
30.HKHC

LISTED FDS TR

Value
$13M
Shares
260.7K
% Port
0.80%
S
31.SPY

STATE STR SPDR S&P 500 ETF T

Value
$12.9M
Shares
17.3K
% Port
0.80%
E
32.ETHA

ISHARES TR

Value
$12.9M
Shares
171.7K
% Port
0.80%
S

SELECT SECTOR SPDR TR

Value
$11.8M
Shares
219.4K
% Port
0.73%
M
34.META

META PLATFORMS INC

Value
$11.2M
Shares
19.8K
% Port
0.69%
V
35.VGES

VANGUARD INTL EQUITY INDEX F

Value
$11M
Shares
131.1K
% Port
0.68%
E
36.ETHA

ISHARES TR

Value
$10.8M
Shares
73.1K
% Port
0.67%
R
37.RTX

RTX CORPORATION

Value
$10.8M
Shares
57.0K
% Port
0.67%
J

J P MORGAN EXCHANGE TRADED F

Value
$10.3M
Shares
168.4K
% Port
0.64%
?
39.N/A

JANUS DETROIT STR TR

Value
$10.1M
Shares
207.3K
% Port
0.63%
I
40.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$9M
Shares
42.5K
% Port
0.56%
E
41.ETHA

ISHARES TR

Value
$8.7M
Shares
115.2K
% Port
0.54%
G
42.GILD

GILEAD SCIENCES INC

Value
$8.7M
Shares
68.8K
% Port
0.54%
B

BERKSHIRE HATHAWAY INC DEL

Value
$8.7M
Shares
17.3K
% Port
0.54%
S

SELECT SECTOR SPDR TR

Value
$8.4M
Shares
53.0K
% Port
0.52%
V
45.VGES

VANGUARD INDEX FDS

Value
$8M
Shares
99.2K
% Port
0.49%
H
46.HON

HONEYWELL INTL INC

Value
$7.9M
Shares
35.3K
% Port
0.49%
H
47.HONA

HONEYWELL AEROSPACE INC

Value
$7.8M
Shares
35.1K
% Port
0.48%
P
48.PDI

PIMCO ETF TR

Value
$7.6M
Shares
286.2K
% Port
0.47%
C
49.CRWD

CROWDSTRIKE HLDGS INC

Value
$7.6M
Shares
9.9K
% Port
0.47%
A
50.AMAT

APPLIED MATLS INC

Value
$7.6M
Shares
10.5K
% Port
0.47%