Coastal Bridge Advisors, LLC
Annual return '25
+17.2%
SPY '25
+17.7%
Alpha
-0.5ptsvs SPY
Invested
$1.4B
Holdings
447
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Exited (was 220.0k shares)
4.0%
02
$LION
LIONSGATE STUDIOS CORP
Q4 2025: Exited (was 5.34M shares)
3.4%
03
$GOOG
ALPHABET INC
Q4 2025: Exited (was 136.1k shares)
2.8%
04
$SCHD
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 1.05M shares)
2.5%
05
$JEPI
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 617.9k shares)
2.4%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +11.3% (119.1k → 132.5k shares)
2.1%
07
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 63.2k shares)
2.0%
08
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 131.3k shares)
1.9%
09
$BGB
BLACKSTONE STRATEGIC CRED 20
Q4 2025: Exited (was 2.52M shares)
1.9%
10
$XOM
EXXON MOBIL CORP
Q1 2026: New position (27.2k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:11 UTC.