Silver Coast Investments LLC

CIK 0002012033 • 6 13F filings • May 9, 2025 – Jul 24, 2026

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Filer information

Filed by: Silver Coast Investments LLC, CIO & CCO
Address: 13400 SABRE SPRINGS PARKWAY, SUITE #255, SAN DIEGO, X1, 92128
Phone: 800-675-2712
AUM: $290.1M

AUM over time

$335.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $290.1M105 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$425K	0.1%Prev: 0.1%	2,653 SH	Increased-16 SH
ABBVIE INC	COM	$430K	0.1%Prev: 0.2%	1,884 SH	Decreased-58 SH
ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$3.6M	1.2%Prev: 1.2%	53,159 SH	Decreased-27,845 SH
ADVANCED MICRO DEVICES INC	COM	$326K	0.1%Prev: 0.1%	1,524 SH	Increased-339 SH
AFLAC INC	COM	$969K	0.3%Prev: 0.3%	8,786 SH	Decreased
AIR PRODS & CHEMS INC	COM	$343K	0.1%Prev: 0.1%	1,388 SH	Decreased
ALBEMARLE CORP	COM	$327K	0.1%Prev: 0.1%	2,314 SH	Increased-1,504 SH
ALLSTATE CORP	COM	$321K	0.1%Prev: 0.1%	1,543 SH	Decreased
ALPHABET INC	CAP STK CL A	$945K	0.3%Prev: 0.3%	3,020 SH	Decreased-1,106 SH
ALPHABET INC	CAP STK CL C	$290K	0.1%Prev: 0.1%	924 SH	Increased-5 SH
ALTRIA GROUP INC	COM	$285K	0.1%Prev: 0.1%	4,942 SH	Decreased+131 SH
AMGEN INC	COM	$293K	0.1%Prev: 0.1%	894 SH	Decreased-250 SH
APPLE INC	COM	$1.0M	0.3%Prev: 0.3%	3,715 SH	Increased-93 SH
APPLIED MATLS INC	COM	$776K	0.3%Prev: 0.2%	3,018 SH	Increased-105 SH
ARCHER DANIELS MIDLAND CO	COM	$354K	0.1%Prev: 0.1%	6,154 SH	Decreased+4 SH
ASML HOLDING N V	N Y REGISTRY SHS	$480K	0.2%Prev: 0.1%	449 SH	Increased
BECTON DICKINSON & CO	COM	$243K	0.1%Prev: 0.1%	1,253 SH	Decreased-70 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.3%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$402K	0.1%Prev: 0.1%	800 SH	Decreased
BLOCK H & R INC	COM	$280K	0.1%Prev: 0.1%	6,428 SH	Decreased
BROADCOM INC	COM	$1.1M	0.4%Prev: 0.4%	3,111 SH	Decreased-342 SH
CATERPILLAR INC	COM	$754K	0.3%Prev: 0.2%	1,317 SH	Increased-77 SH
CHEVRON CORP NEW	COM	$681K	0.2%Prev: 0.2%	4,465 SH	Decreased+14 SH
CISCO SYS INC	COM	$477K	0.2%Prev: 0.1%	6,190 SH	Increased+42 SH
COCA COLA CO	COM	$246K	0.1%Prev: 0.1%	3,522 SH	Increased-50 SH
COMFORT SYS USA INC	COM	$231K	0.1%Prev: 0.1%	248 SH	Increased
COSTCO WHSL CORP NEW	COM	$258K	0.1%Prev: 0.1%	299 SH	Decreased+15 SH
CUMMINS INC	COM	$907K	0.3%Prev: 0.3%	1,777 SH	Increased-103 SH
DEERE & CO	COM	$474K	0.2%Prev: 0.2%	1,018 SH	Increased+34 SH
DISNEY WALT CO	COM	$273K	0.1%Prev: 0.1%	2,397 SH	Increased+171 SH
FIRST SOLAR INC	COM	$972K	0.3%Prev: 0.3%	3,722 SH	Increased-200 SH
GENUINE PARTS CO	COM	$274K	0.1%Prev: 0.1%	2,227 SH	Decreased+25 SH
GILEAD SCIENCES INC	COM	$892K	0.3%Prev: 0.3%	7,264 SH	Increased-102 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$737K	0.3%Prev: 0.3%	7,375 SH	Decreased-2,069 SH
GOLDMAN SACHS GROUP INC	COM	$210K	0.1%	239 SH	New
HERSHEY CO	COM	$647K	0.2%Prev: 0.2%	3,557 SH	Decreased+47 SH
HEWLETT PACKARD ENTERPRISE C	COM	$453K	0.2%Prev: 0.2%	18,857 SH	Decreased
INTEL CORP	COM	$440K	0.2%Prev: 0.1%	11,933 SH	Increased-772 SH
INTERNATIONAL BUSINESS MACHS	COM	$282K	0.1%Prev: 0.1%	951 SH	Decreased-106 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$4.6M	1.6%Prev: 1.5%	44,606 SH	Increased+3,691 SH
IRADIMED CORP	COM	$417K	0.1%Prev: 0.1%	4,291 SH	Increased-59 SH
ISHARES TR	CORE DIV GRWTH	$30.1M	10.4%Prev: 10.0%	433,219 SH	Increased+4,032 SH
ISHARES TR	CORE US AGGBD ET	$9.0M	3.1%Prev: 3.0%	90,098 SH	Increased+1,703 SH
ISHARES TR	EXPANDED TECH	$6.2M	2.1%Prev: 2.2%	58,360 SH	Decreased+3,402 SH
ISHARES TR	MSCI INTL QUALTY	$39.3M	13.6%Prev: 13.1%	865,680 SH	Increased+2,112 SH
ISHARES TR	US INFRASTRUC	$3.4M	1.2%Prev: 1.2%	63,978 SH	Increased+310 SH
JOHNSON & JOHNSON	COM	$231K	0.1%Prev: 0.1%	1,115 SH	Decreased-131 SH
JPMORGAN CHASE & CO.	COM	$740K	0.3%Prev: 0.3%	2,298 SH	Decreased-63 SH
KIMBERLY-CLARK CORP	COM	$237K	0.1%Prev: 0.1%	2,347 SH	Decreased+394 SH
LAM RESEARCH CORP	COM NEW	$1.2M	0.4%Prev: 0.4%	6,995 SH	Increased-909 SH
LINDE PLC	SHS	$445K	0.2%Prev: 0.2%	1,044 SH	Decreased
LOCKHEED MARTIN CORP	COM	$666K	0.2%Prev: 0.3%	1,378 SH	Decreased-134 SH
LOWES COS INC	COM	$518K	0.2%Prev: 0.2%	2,147 SH	Decreased
LULULEMON ATHLETICA INC	COM	$318K	0.1%Prev: 0.1%	1,531 SH	Increased+249 SH
MERCK & CO INC	COM	$397K	0.1%Prev: 0.1%	3,770 SH	Increased+7 SH
META PLATFORMS INC	CL A	$392K	0.1%Prev: 0.1%	594 SH	Decreased
MICROSOFT CORP	COM	$1.7M	0.6%Prev: 0.6%	3,419 SH	Decreased-1 SH
MORGAN STANLEY	COM NEW	$400K	0.1%Prev: 0.1%	2,253 SH	Increased-211 SH
NATIONAL FUEL GAS CO	COM	$303K	0.1%Prev: 0.1%	3,780 SH	Decreased+92 SH
NEXTERA ENERGY INC	COM	$233K	0.1%Prev: 0.1%	2,902 SH	Increased+103 SH
NUTRIEN LTD	COM	$351K	0.1%Prev: 0.1%	5,688 SH	Increased
NVIDIA CORPORATION	COM	$394K	0.1%Prev: 0.2%	2,111 SH	Decreased-325 SH
ORACLE CORP	COM	$262K	0.1%Prev: 0.1%	1,344 SH	Decreased+40 SH
PALANTIR TECHNOLOGIES INC	CL A	$268K	0.1%Prev: 0.1%	1,507 SH	Decreased-549 SH
PHILLIPS 66	COM	$257K	0.1%Prev: 0.1%	1,994 SH	Decreased
PRIMORIS SVCS CORP	COM	$262K	0.1%Prev: 0.1%	2,112 SH	Decreased
QUALCOMM INC	COM	$305K	0.1%Prev: 0.1%	1,785 SH	Decreased-490 SH
RBB FD INC	US TREAS 3 MNTH	$2.0M	0.7%Prev: 0.5%	40,515 SH	Increased+12,452 SH
REPUBLIC SVCS INC	COM	$278K	0.1%Prev: 0.1%	1,313 SH	Decreased+87 SH
SALESFORCE INC	COM	$606K	0.2%Prev: 0.2%	2,287 SH	Increased+41 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$15.7M	5.4%Prev: 7.7%	573,260 SH	Decreased-251,064 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$10.5M	3.6%Prev: 3.5%	395,632 SH	Increased+17,622 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$3.8M	1.3%	24,620 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$3.6M	1.2%	84,264 SH	New
SNAP ON INC	COM	$310K	0.1%Prev: 0.1%	901 SH	Decreased-45 SH
SPDR SERIES TRUST	STATE STREET SPD	$3.4M	1.2%	32,826 SH	New
SPROUTS FMRS MKT INC	COM	$588K	0.2%Prev: 0.3%	7,384 SH	Decreased+644 SH
T-MOBILE US INC	COM	$445K	0.2%Prev: 0.2%	2,194 SH	Decreased
TARGET CORP	COM	$318K	0.1%Prev: 0.1%	3,253 SH	Decreased-730 SH
TESLA INC	COM	$929K	0.3%Prev: 0.4%	2,065 SH	Decreased-442 SH
UNITED PARCEL SERVICE INC	CL B	$211K	0.1%	2,131 SH	New
UNITEDHEALTH GROUP INC	COM	$216K	0.1%Prev: 0.1%	654 SH	Decreased
VALERO ENERGY CORP	COM	$804K	0.3%Prev: 0.3%	4,941 SH	Decreased-8 SH
VANECK ETF TRUST	PREFERRED SECURT	$5.2M	1.8%Prev: 1.7%	293,523 SH	Increased+8,192 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$18.0M	6.2%Prev: 6.0%	231,657 SH	Increased+6,467 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$13.2M	4.5%Prev: 4.4%	272,146 SH	Increased+12,197 SH
VANGUARD INDEX FDS	GROWTH ETF	$2.4M	0.8%Prev: 0.8%	4,884 SH	Increased+32 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$7.2M	2.5%Prev: 2.5%	80,991 SH	Decreased-36 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$839K	0.3%Prev: 0.3%	1,337 SH	Increased+37 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$22.2M	7.6%Prev: 8.2%	104,680 SH	Decreased-9,822 SH
VANGUARD INDEX FDS	SMALL CP ETF	$288K	0.1%Prev: 0.1%	1,118 SH	Decreased-57 SH
VANGUARD INDEX FDS	VALUE ETF	$551K	0.2%Prev: 0.4%	2,886 SH	Decreased-2,994 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$18.6M	6.4%Prev: 6.3%	346,787 SH	Increased+6,242 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$473K	0.2%Prev: 0.8%	3,350 SH	Decreased-12,787 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$758K	0.3%Prev: 0.2%	15,064 SH	Increased+842 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$9.0M	3.1%Prev: 3.0%	107,192 SH	Increased+3,409 SH
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$1.8M	0.6%Prev: 0.6%	5,985 SH	Decreased-240 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.0M	1.4%Prev: 1.4%	64,034 SH	Decreased-5,371 SH
VANGUARD WORLD FD	CONSUM STP ETF	$3.6M	1.2%	16,925 SH	New
VANGUARD WORLD FD	ENERGY ETF	$3.4M	1.2%Prev: 1.1%	26,791 SH	Increased+917 SH
VANGUARD WORLD FD	FINANCIALS ETF	$4.7M	1.6%Prev: 1.5%	34,882 SH	Increased+1,632 SH
VANGUARD WORLD FD	MATERIALS ETF	$3.4M	1.2%Prev: 1.2%	16,557 SH	Increased+120 SH
VANGUARD WORLD FD	UTILITIES ETF	$488K	0.2%Prev: 0.1%	2,636 SH	Increased+376 SH
WASTE MGMT INC DEL	COM	$307K	0.1%Prev: 0.1%	1,399 SH	Increased+27 SH
YELP INC	CL A	$213K	0.1%Prev: 0.1%	7,003 SH	Decreased

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $211K
ATKORE INC — $254K
COMERICA INC — $363K
FLOOR & DECOR HLDGS INC — $283K
FORD MTR CO — $133K
GENERAL DYNAMICS CORP — $245K
MEDTRONIC PLC — $202K
NAVITAS SEMICONDUCTOR CORP — $80K
SELECT SECTOR SPDR TR — $1.8M
SPDR SERIES TRUST — $3.5M
VANGUARD ADMIRAL FDS INC — $299K
VANGUARD BD INDEX FDS — $521K
VANGUARD INDEX FDS — $435K
VANGUARD INDEX FDS — $283K
VANGUARD STAR FDS — $594K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0002012033-26-000001	$290.1M	View
Oct 30, 2025	Q3 2025	13F-HR	0002012033-25-000002	$291.1M	View
Jul 24, 2026	Q2 2026