Coastal Bridge Advisors, LLC
Coastal Bridge Advisors, LLC reported 471 positions worth $1.62B as of June 30, 2026 (13F filed August 17, 2026). Largest holding: LION (5.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LION | SH | $83.1M | 5.14% | 5,430,706 | — | — | |
| ▸ 2 | AAPL | SH | $63.8M | 3.94% | 220,427 | — | — | |
| ▸ 3 | GOOG | SH | $47.7M | 2.95% | 135,141 | — | — | |
| ▸ 4 | SCHD | SH | $38.5M | 2.38% | 1,213,720 | — | — | |
| ▸ 5 | NVDA | SH | $35.7M | 2.21% | 178,623 | — | — | |
| ▸ 6 | JEPI | SH | $34.1M | 2.11% | 603,065 | — | — | |
| ▸ 7 | AMZN | SH | $31.9M | 1.98% | 133,997 | — | — | |
| ▸ 8 | MSFT | SH | $28.2M | 1.75% | 75,705 | — | — | |
| ▸ 9 | BGB | SH | $25.5M | 1.58% | 2,259,024 | — | — | |
| ▸ 10 | GOOGL | SH | $25.0M | 1.55% | 70,013 | — | — |
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Frequently Asked Questions
What stocks does Coastal Bridge Advisors, LLC hold as of Q2 2026?
Coastal Bridge Advisors, LLC reported 471 positions worth $1.62B in its Q2 2026 13F filing. Largest positions: LION (5.1%), AAPL (3.9%), GOOG (3.0%), SCHD (2.4%) and NVDA (2.2%).
What did Coastal Bridge Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Coastal Bridge Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.