Institutional Manager · CIK 0001776792
Coastal Investment Advisors, Inc.
WILMINGTON, DE · File #028-19535
Latest AUM
$305.5M
Positions
346
Top-10 Concentration
50.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025346 pos · $305.5M
- 13F HOLDINGS REPORTQ/E Sep 2025330 pos · $299.1M
- 13F HOLDINGS REPORTQ/E Jun 2025302 pos · $253.1M
- 13F HOLDINGS REPORTQ/E Mar 2025321 pos · $219.4M
- 13F HOLDINGS REPORTQ/E Dec 2024339 pos · $244.0M
- 13F HOLDINGS REPORTQ/E Sep 2024356 pos · $217.4M
- 13F HOLDINGS REPORTQ/E Jun 2024779 pos · $510.7M
- 13F HOLDINGS REPORTQ/E Mar 2024800 pos · $485.2M
- 13F HOLDINGS REPORTQ/E Dec 2023779 pos · $435.2M
- 13F HOLDINGS REPORTQ/E Sep 2023828 pos · $457.7M
- 13F HOLDINGS REPORTQ/E Jun 2023425 pos · $411.5M
- 13F HOLDINGS REPORTQ/E Mar 2023847 pos · $410.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 81,943 | $22.3M | 10.50% |
| 2 | NVIDIA CORPORATION | NVDA | 102,849 | $19.2M | 9.04% |
| 3 | AMAZON COM INC | AMZN | 49,398 | $11.4M | 5.38% |
| 4 | FIRST MAJESTIC SILVER CORP | AG | 599,809 | $10.0M | 4.71% |
| 5 | ALPHABET INC | GOOG | 27,934 | $8.8M | 4.13% |
| 6 | PALANTIR TECHNOLOGIES INC | PLTR | 45,176 | $8.0M | 3.79% |
| 7 | TESLA INC | TSLA | 16,071 | $7.2M | 3.41% |
| 8 | MICROSOFT CORP | MSFT | 14,758 | $7.1M | 3.36% |
| 9 | VANGUARD WORLD FD | 92204A702 | 8,182 | $6.2M | 2.91% |
| 10 | BROADCOM INC | AVGO | 16,825 | $5.8M | 2.75% |
| 11 | INVESCO QQQ TR | IVZ | 9,473 | $5.8M | 2.74% |
| 12 | VANECK ETF TRUST | 92189F791 | 47,500 | $5.4M | 2.55% |
| 13 | SELECT SECTOR SPDR TR | 81369Y803 | 31,521 | $4.5M | 2.14% |
| 14 | CROWDSTRIKE HLDGS INC | CRWD | 9,511 | $4.5M | 2.10% |
| 15 | ISHARES TR | 46434V878 | 80,179 | $4.1M | 1.91% |
| 16 | META PLATFORMS INC | META | 5,808 | $3.8M | 1.81% |
| 17 | OXFORD LANE CAP CORP | OXLCZ | 242,781 | $3.6M | 1.68% |
| 18 | PROSHARES TR | 74347G440 | 289,516 | $3.5M | 1.66% |
| 19 | VANGUARD INDEX FDS | 922908363 | 5,563 | $3.5M | 1.64% |
| 20 | ALPHABET INC | GOOG | 10,929 | $3.4M | 1.61% |