Coastal Bridge Advisors, LLC ETF holdings
Westport, CT
Reported $636.8M in 174 ETFs in its Form 13F for June 30, 2026.
ETF value
$636.8M
ETFs held
174
Change from prior quarter
+13.9%
With price moves
ETFs as a share of its 13F
39.4%
of $1.6B
Top 10 of 174 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ETF | $38.5M | 1,213,720 | +55,421 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $34.1M | 603,065 | +6,673 shares |
| IQLT | iShares MSCI Intl Quality Factor ETF | $23.3M | 470,381 | +32,203 shares |
| EIPI | FT Energy Income Partners Enhanced Income ETF | $22.4M | 1,023,734 | +10,849 shares |
| IAU | iShares Gold Trust | $21.5M | 284,111 | +828 shares |
| SCHB | Schwab U.S. Broad Market ETF | $21.2M | 731,565 | −3,401 shares |
| IEFA | iShares Core MSCI EAFE ETF | $20.8M | 215,453 | +41,252 shares |
| SPGP | Invesco S&P 500 GARP ETF | $19.9M | 162,594 | −5,345 shares |
| VUG | Vanguard Morningstar Growth ETF | $17.9M | 208,190 | +176,769 shares |
| JFLX | JPMorgan Flexible Debt ETF | $17.9M | 354,302 | +16,902 shares |
164 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001665976. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Coastal Bridge Advisors, LLC own?
Coastal Bridge Advisors, LLC reported 174 ETF positions worth $636.8M in its Form 13F for June 30, 2026. The largest was SCHD, at $38.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.