1y return+20.0%S&P 500 +20.9%
3y return+42.3%S&P 500 +68.5%
5y return+20.6%S&P 500 +74.5%
10y return+54.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $155 against $357 in the S&P 500.2
Coastal Bridge Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LIONLionsgate Studios Corp | $83.1M | 5.1% | +8.0% |
| AAPLApple Inc | $63.8M | 3.9% | −1.7% |
| GOOGAlphabet Inc | $47.7M | 3.0% | |
| SCHDSchwab Strategic Tr | $38.5M | 2.4% | +4.8% |
| NVDANvidia Corporation | $35.7M | 2.2% | +2.9% |
| JEPIJ P Morgan Exchange Traded F | $34.1M | 2.1% | +1.1% |
| AMZNAmazon Com Inc | $31.9M | 2.0% | +1.7% |
| MSFTMicrosoft Corp | $28.2M | 1.7% | |
| BGBBlackstone Strategic Cred 20 | $25.5M | 1.6% | −7.9% |
| GOOGLAlphabet Inc | $25.0M | 1.5% | |
| MUMicron Technology Inc | $24.4M | 1.5% | −30.9% |
| IQLTIshares Tr | $23.3M | 1.4% | +7.3% |
| EIPIFirst Tr Exchng Traded Fd Vi | $22.4M | 1.4% | +1.1% |
| PANWPalo Alto Networks Inc | $21.8M | 1.3% | −3.7% |
| IAUIshares Gold Tr | $21.5M | 1.3% | |
| SCHBSchwab Strategic Tr | $21.2M | 1.3% | |
| IEFAIshares Tr | $20.8M | 1.3% | +23.7% |
| Exxon Mobil CorpCUSIP 30231G102 | $20.3M | 1.3% | |
| SPGPInvesco Exchange Traded Fd T | $19.9M | 1.2% | −3.2% |
| VUGVanguard Index Fds | $17.9M | 1.1% | +10.4% |
| JFLXJ P Morgan Exchange Traded F | $17.9M | 1.1% | +5.0% |
| XLKSelect Sector Spdr Tr | $17.0M | 1.1% | +1.5% |
| IJSIshares Tr | $16.6M | 1.0% | +2.9% |
| VTVVanguard Index Fds | $16.5M | 1.0% | +15.1% |
| Asml Hldg NvCUSIP N07059210 | $16.5M | 1.0% | −20.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2022 | +1548.3% | $35.7M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $21.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $25.0M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $47.7M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $14.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $63.8M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $10.8M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $20.3M |
| Asml Hldg NvCUSIP N07059210 | March 31, 2025 | +200.2% | $16.5M |
| LIONLionsgate Studios Corp | June 30, 2025 | +163.5% | $83.1M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $15.3M
- XLPSelect Sector Spdr Tr was $5.0M
- Carnival CorpCUSIP 143658300 was $3.5M
- VCITVanguard Scottsdale Fds was $2.8M
- ADBEAdobe Inc was $2.5M
- NKENike Inc was $2.5M
- EEMAIshares Inc was $1.9M
- LPLALpl Finl Hldgs Inc was $1.7M
- OIO-i Glass Inc was $983K
- Accenture PLC IrelandCUSIP G1151C101 was $835K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.8% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +3.1% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −2.5% | −4.6% |
| December 31, 2024 | +2.9% | +2.1% |
| September 30, 2024 | +1.1% | +5.4% |
| June 30, 2024 | −4.3% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −0.5% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +10.8% | +7.0% |
| December 31, 2022 | +2.0% | +7.1% |
| September 30, 2022 | −0.6% | −5.3% |
| June 30, 2022 | −21.9% | −16.5% |
| March 31, 2022 | −1.1% | −4.9% |
| December 31, 2021 | +0.1% | +10.7% |
| September 30, 2021 | −6.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Coastal Bridge Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1665976&type=13F-HR&dateb=&owner=include&count=40CIK 1665976
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1665976/000208585326001020/Filed August 17, 2026 · accession 0002085853-26-001020