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Coastline Trust Co.
Coastline Trust Company is a boutique trust and investment company headquartered in Providence, Rhode Island. Founded in the early 2000s (exact year not found), Coastline is the largest independent trust company in the state, managing nearly $2 billion in assets for clients across the United States and Europe. The firm provides comprehensive wealth management, investment advisory, trust & estates, financial planning, retirement planning, custodial, and bill paying services. Their team comprises experienced investment and trust officers, as well as administrative support staff, serving both high-net-worth individuals and families seeking tailored wealth solutions.
Investment Strategy
Coastline Trust Company emphasizes a long-term, client-focused investment approach, crafting custom asset allocations to maximize growth and income while carefully managing risk. Their strategy is rooted in identifying investment value, controlling emotional responses to market fluctuations, and integrating financial planning with estate, retirement, tax, and insurance strategies to deliver holistic financial outcomes. Coastline's service model highlights broad capabilities, integrated solutions, and a commitment to creative, comprehensive strategies meeting client needs.
Latest 13F Filing Activity
Coastline Trust Co. filed their most recent 13F report on Sep 30, 2025 disclosing 391 equity positions with a total 13F market value of $932M. The fund increased holdings in Alphabet Inc., Nvidia Corporation, Apple Inc. among other positions. Coastline Trust Co. reduced exposure to Vanguard Mun BD FDS, Netflix Inc., Vertex Pharmaceuticals Inc. among others.
Top Holdings
Equity Positions (391)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.92% | $83.1M | 445,599 | $14.12 | $186.58 | +$9.2M |
M MSFT | MICROSOFT CORP | 5.32% | $49.6M | 95,726 | $167.99 | $517.95 | +$2.0M |
A AAPL | APPLE INC | 4.85% | $45.2M | 177,368 | $105.36 | $254.63 | +$8.5M |
| ALPHABET INC | 4.07% | $37.9M | 155,986 | $86.51 | $243.10 | +$10.4M | |
I IVV | ISHARES TR | 4.00% | $37.3M | 55,709 | $459.29 | $669.30 | +$1.9M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Officer | Providence, RI , United States | |
 | Investment Manager | Providence, RI , United States | |
 | Chief Investment Officer | Providence, RI , United States |
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