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Size ($ in 1000's)
At 09/30/2025: $1,321,155
At 06/30/2025: $1,213,999
Combined Holding Report Includes:
Coastal Bridge Advisors LLC
GeoWealth Management LLC
Coastal Bridge Advisors LLC AUM history
Coastal Bridge Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Coastal Bridge Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the Coastal Bridge Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Coastal Bridge Advisors LLC.
In the Coastal Bridge Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Coastal Bridge Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Coastal Bridge Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
219,978 |
+8,258 |
$56,013 | | AAPL | 219,978 | +8,258 | $56,013 | | MICROSOFT CORP |
75,362 |
-1,024 |
$39,033 | | MSFT | 75,362 | -1,024 | $39,033 | | LIONSGATE STUDIOS CORP |
5,341,232 |
-536,574 |
$36,854 | | LION | 5,341,232 | -536,574 | $36,854 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
617,926 |
-12,352 |
$35,284 | | JEPI | 617,926 | -12,352 | $35,284 | | ALPHABET INC |
136,111 |
-1,227 |
$33,150 | | GOOG | 136,111 | -1,227 | $33,150 | | NVIDIA CORPORATION |
171,453 |
-4,108 |
$31,990 | | NVDA | 171,453 | -4,108 | $31,990 | | BLACKSTONE STRATEGIC CRED 20 |
2,522,877 |
-369,326 |
$30,703 | | BGB | 2,522,877 | -369,326 | $30,703 | | AMAZON COM INC |
131,291 |
+2,866 |
$28,828 | | AMZN | 131,291 | +2,866 | $28,828 | | SCHWAB STRATEGIC TR |
1,051,797 |
+31,474 |
$28,714 | | SCHD | 1,051,797 | +31,474 | $28,714 | | ISHARES GOLD TR (IAU) |
279,615 |
+66,926 |
$20,348 | | IAU | 279,615 | +66,926 | $20,348 | | SCHWAB STRATEGIC TR |
748,007 |
-3,983 |
$19,231 | | SCHB | 748,007 | -3,983 | $19,231 | | INVESCO EXCHANGE TRADED FD T (SPGP) |
169,093 |
-10 |
$19,212 | | SPGP | 169,093 | -10 | $19,212 | | FIRST TR EXCHNG TRADED FD VI (EIPI) |
968,261 |
+75,478 |
$19,191 | | EIPI | 968,261 | +75,478 | $19,191 | | ALPHABET INC |
75,273 |
+717 |
$18,299 | | GOOGL | 75,273 | +717 | $18,299 | | EXXON MOBIL CORP |
149,454 |
+1,117 |
$16,851 | | XOM | 149,454 | +1,117 | $16,851 | | JPMORGAN CHASE & CO. |
45,158 |
-1,151 |
$14,244 | | JPM | 45,158 | -1,151 | $14,244 | | META PLATFORMS INC |
19,197 |
-910 |
$14,098 | | META | 19,197 | -910 | $14,098 | | HONEYWELL INTL INC |
66,929 |
+6,829 |
$14,089 | | HON | 66,929 | +6,829 | $14,089 | | ABBVIE INC |
60,845 |
-65 |
$14,088 | | ABBV | 60,845 | -65 | $14,088 | | J P MORGAN EXCHANGE TRADED F (JFLX) |
272,088 |
+272,088 |
$13,663 | | JFLX | 272,088 | +272,088 | $13,663 | | ISHARES TR (IQLT) |
295,800 |
+50,299 |
$13,071 | | IQLT | 295,800 | +50,299 | $13,071 |  BERKSHIRE HATHAWAY INC DEL |
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$12,944 | | BRK.B | 16,746 | -100 | $8,419 | | BRK.A | 6 | UNCH | $4,525 | | VANGUARD INDEX FDS (VUG) |
26,470 |
+1,938 |
$12,695 | | VUG | 26,470 | +1,938 | $12,695 | | JOHNSON & JOHNSON |
64,475 |
+804 |
$11,955 | | JNJ | 64,475 | +804 | $11,955 | | SELECT SECTOR SPDR TR (XLK) |
41,527 |
-4,954 |
$11,705 | | XLK | 41,527 | -4,954 | $11,705 | | LEGALZOOM COM INC |
1,115,260 |
-122,375 |
$11,576 | | LZ | 1,115,260 | -122,375 | $11,576 | | PALO ALTO NETWORKS INC |
55,570 |
+704 |
$11,315 | | PANW | 55,570 | +704 | $11,315 | | ASML HOLDING N V |
11,089 |
+264 |
$10,735 | | ASML | 11,089 | +264 | $10,735 | | JANUS DETROIT STR TR |
206,907 |
+13,457 |
$10,198 | | VNLA | 206,907 | +13,457 | $10,198 | | MICRON TECHNOLOGY INC |
59,020 |
-4,917 |
$9,875 | | MU | 59,020 | -4,917 | $9,875 | | APPLOVIN CORP |
13,240 |
-520 |
$9,513 | | APP | 13,240 | -520 | $9,513 | | ISHARES TR (IJS) |
82,761 |
+825 |
$9,153 | | IJS | 82,761 | +825 | $9,153 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
159,131 |
-1,875 |
$9,153 | | JEPQ | 159,131 | -1,875 | $9,153 | | RTX CORPORATION |
54,477 |
+1,118 |
$9,116 | | RTX | 54,477 | +1,118 | $9,116 | | SPDR S&P 500 ETF TR (SPY) |
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$8,832 | | SPY | 15,658 | -1,124 | $10,431 | | Put | 2,400 | -11,100 | $1,599 | | VANGUARD INTL EQUITY INDEX F (VEU) |
120,738 |
-193 |
$8,617 | | VEU | 120,738 | -193 | $8,617 | | BLACKSTONE INC |
49,411 |
-2,675 |
$8,442 | | BX | 49,411 | -2,675 | $8,442 | | LISTED FDS TR |
182,504 |
+146,649 |
$8,157 | | INFL | 182,504 | +146,649 | $8,157 | | ISHARES TR (DGRO) |
116,068 |
-257 |
$7,902 | | DGRO | 116,068 | -257 | $7,902 | | WALMART INC |
76,394 |
-13,188 |
$7,873 | | WMT | 76,394 | -13,188 | $7,873 | | SELECT SECTOR SPDR TR (XLF) |
144,228 |
+7,059 |
$7,770 | | XLF | 144,228 | +7,059 | $7,770 | | SELECT SECTOR SPDR TR (XLC) |
64,305 |
-1,163 |
$7,612 | | XLC | 64,305 | -1,163 | $7,612 | | ISHARES TR (IEFA) |
87,067 |
+30,431 |
$7,602 | | IEFA | 87,067 | +30,431 | $7,602 | | HOME DEPOT INC |
17,718 |
+33 |
$7,179 | | HD | 17,718 | +33 | $7,179 | | CAPITAL ONE FINL CORP |
33,051 |
-71 |
$7,026 | | COF | 33,051 | -71 | $7,026 | | SELECT SECTOR SPDR TR (XLV) |
48,202 |
-13,249 |
$6,708 | | XLV | 48,202 | -13,249 | $6,708 | | DRAFTKINGS INC NEW |
174,521 |
+100 |
$6,527 | | DKNG | 174,521 | +100 | $6,527 | | KKR & CO INC |
49,389 |
-4,812 |
$6,418 | | KKR | 49,389 | -4,812 | $6,418 | | ADOBE INC |
18,091 |
-1,108 |
$6,382 | | ADBE | 18,091 | -1,108 | $6,382 | | BROADCOM INC |
18,981 |
-1,912 |
$6,262 | | AVGO | 18,981 | -1,912 | $6,262 |
See Full List: All Stocks Held By Coastal Bridge Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Coastal Bridge Advisors LLC
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