Coastal Bridge Advisors, LLC

Institutional manager (13F) · CIK 1665976

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $848M

#	Issuer	Value	Shares
1	APPLE INC	$57M	224,353
2	LIONSGATE STUDIOS CORP	$48M	5,027,980
3	ALPHABET INC	$39M	135,983
4	SCHWAB STRATEGIC TR	$36M	1,158,299
5	J P MORGAN EXCHANGE TRADED F	$34M	596,392
6	NVIDIA CORPORATION	$30M	173,535
7	MICROSOFT CORP	$28M	75,620
8	AMAZON COM INC	$27M	131,812
9	BLACKSTONE STRATEGIC CRED 20	$27M	2,451,500
10	EXXON MOBIL CORP	$25M	149,385
11	ISHARES GOLD TR	$25M	283,283
12	FIRST TR EXCHNG TRADED FD VI	$23M	1,012,885
13	ISHARES TR	$20M	438,178
14	ALPHABET INC	$20M	69,537
15	SCHWAB STRATEGIC TR	$18M	734,966
16	INVESCO EXCHANGE TRADED FD T	$18M	167,939
17	J P MORGAN EXCHANGE TRADED F	$17M	337,400
18	GOLUB CAP BDC INC	$16M	1,292,404
19	ISHARES TR	$16M	174,201
20	JOHNSON & JOHNSON	$16M	63,693
21	HONEYWELL INTL INC	$15M	67,513
22	ISHARES TR	$14M	117,833
23	VANGUARD INDEX FDS	$14M	31,421
24	ASML HLDG NV	$14M	10,379
25	JPMORGAN CHASE & CO	$13M	45,295
26	ABBVIE INC	$13M	60,168
27	VANGUARD INDEX FDS	$13M	65,960
28	SELECT SECTOR SPDR TR	$12M	87,910
29	META PLATFORMS INC	$11M	19,687
30	RTX CORPORATION	$11M	56,268
31	STATE STR SPDR S&P 500 ETF T	$11M	16,604
32	PALO ALTO NETWORKS INC	$11M	66,342
33	SELECT SECTOR SPDR TR	$10M	209,670
34	MICRON TECHNOLOGY INC	$10M	30,616
35	JANUS DETROIT STR TR	$10M	210,184
36	LISTED FDS TR	$10M	191,817
37	VANGUARD INTL EQUITY INDEX F	$10M	128,474
38	GILEAD SCIENCES INC	$10M	69,066
39	ISHARES TR	$9M	133,775
40	ISHARES TR	$9M	72,639
41	J P MORGAN EXCHANGE TRADED F	$9M	159,273
42	BERKSHIRE HATHAWAY INC DEL	$8M	17,697
43	WALMART INC	$8M	66,409
44	ISHARES TR	$8M	114,957
45	ISHARES TR	$8M	67,436
46	SELECT SECTOR SPDR TR	$7M	66,266
47	SPDR GOLD TR	$7M	17,068
48	SELECT SECTOR SPDR TR	$7M	49,089
49	PIMCO ETF TR	$7M	265,223
50	VANGUARD INDEX FDS	$6M	22,611

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.