Coastal Bridge Advisors
$1.4B Assets Reported
482 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 224,353 | $57M | 4.0% |
| LION | LIONSGATE STUDIOS CORP | 5,027,980 | $48M | 3.4% |
| GOOG | ALPHABET INC | 135,983 | $39M | 2.8% |
| SCHD | SCHWAB STRATEGIC TR | 1,158,299 | $36M | 2.5% |
| JEPI | J P MORGAN EXCHANGE TRADED F | 596,392 | $34M | 2.4% |
| NVDA | NVIDIA CORPORATION | 173,535 | $30M | 2.1% |
| MSFT | MICROSOFT CORP | 75,620 | $28M | 2.0% |
| AMZN | AMAZON COM INC | 131,812 | $27M | 1.9% |
| BGB | BLACKSTONE STRATEGIC CRED 20 | 2,451,500 | $27M | 1.9% |
| XOM | EXXON MOBIL CORP | 149,385 | $25M | 1.8% |
Track Coastal Bridge Advisors's 13F portfolio: $1.4B in reported holdings, 482 positions. Top holdings, AUM, and quarterly changes on SentiSense.