Coastal Bridge Advisors
$1.6B 13F equity value
492 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Coastal Bridge Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LION | LIONSGATE STUDIOS CORP | 5,430,706 | $83M | 5.1% |
| AAPL | APPLE INC | 220,427 | $64M | 3.9% |
| GOOG | ALPHABET INC | 135,141 | $48M | 3.0% |
| SCHD | SCHWAB STRATEGIC TR | 1,213,720 | $38M | 2.4% |
| NVDA | NVIDIA CORPORATION | 178,623 | $36M | 2.2% |
| JEPI | J P MORGAN EXCHANGE TRADED F | 603,065 | $34M | 2.1% |
| AMZN | AMAZON COM INC | 133,997 | $32M | 2.0% |
| MSFT | MICROSOFT CORP | 75,705 | $28M | 1.7% |
| BGB | BLACKSTONE STRATEGIC CRED 20 | 2,259,024 | $26M | 1.6% |
| GOOGL | ALPHABET INC | 70,013 | $25M | 1.5% |
Track Coastal Bridge Advisors's 13F portfolio: $1.6B in reported holdings, 492 positions. Top holdings and quarterly changes on SentiSense.
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