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Coastwise Capital Group

Latest statistics and disclosures from Coastwise Capital Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SNAXX, SCHD, AAPL, SPY, SWVXX, and represent 30.18% of Coastwise Capital Group's stock portfolio.
Added to shares of these 10 stocks: SNAXX (+$24M), SWVXX (+$6.7M), LRCX, Us Treasury Bill26u S T Bill Due 01/02/26, Us Treasury Bill26u S T Bill Due 01/15/26, United States Treas Bills 0.000 02/19/26 B/e Dtd 02/20/25, United States Treasury Bills 0.0 04/09/26 04/09/2026, United States Treas Bills 0.000 03/19/26 B/e Dtd 03/20/25, Us Treasury Bill26u S T Bill Due 03/05/26, US TREASU NT 4.875&#37;05/26UST NOTE DUE 05/31/26.
Started 109 new stock positions in Us Treasury Bill26u S T Bill Due 01/02/26, GNMA Pl 06/15/2032 6.500 Factor 0.00202720, LLY, US Treasur Nt 04/30/2028 1.250, SWISX, Us Treasu Nt 4.375, United States Treasury Note fixed income securities, Us Treasur Nt 0.750826ust Note Due 083126, Netflix, Us Treasury Bill26u S T Bill Due 03/26/26.
Reduced shares in these 10 stocks: EEM, CLX, GILD, , EWZ, BSCP, PSTG, , , IBIT.
Sold out of its positions in AES, MO, CLX, COP, GIS, GS, PID, BSCP, EWZ, EEM. IBIT, NKE, ORCL, PSTG.
Coastwise Capital Group was a net buyer of stock by $55M.
Coastwise Capital Group has $200M in assets under management (AUM), dropping by 40.83%.
Central Index Key (CIK): 0001934500

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Portfolio Holdings for Coastwise Capital Group

Coastwise Capital Group holds 226 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Value Advantage Mutual Funds (SNAXX)	12.2	$24M	NEW	24M	1.00	View chart
Sch US Div Equity Etf Equities (SCHD)	6.2	$12M	+4%	451k	27.43	View chart
Apple Equities (AAPL)	4.4	$8.7M		32k	271.86	View chart
S P D R TRUST Unit SR Equities (SPY)	4.1	$8.2M	+2%	12k	681.93	View chart
Schwab Value Advantage Mutual Funds (SWVXX)	3.4	$6.7M	NEW	6.7M	1.00	View chart
Alphabet Equities (GOOGL)	3.4	$6.7M		21k	313.80	View chart
Nvidia Corp Equities (NVDA)	2.9	$5.8M		31k	186.50	View chart
Amazon Equities (AMZN)	2.8	$5.6M		24k	230.82	View chart
Microsoft Corp Equities (MSFT)	2.7	$5.4M		11k	483.61	View chart
Schw US Lcap Val Etf Equities (SCHV)	2.3	$4.7M		158k	29.61	View chart
Tesla Motors Equities (TSLA)	1.5	$3.0M		6.7k	449.72	View chart
Lam Research Corporation Equities (LRCX)	1.3	$2.6M	NEW	15k	171.18	View chart
Meta Platforms Equities (META)	1.3	$2.5M	+6%	3.9k	660.05	View chart
Invesco Qqq TRUST Equities (QQQ)	1.3	$2.5M	+2%	4.1k	614.26	View chart
Spdr Portfolio S&P 600 Equities (SPSM)	1.2	$2.4M	+9%	51k	46.86	View chart
United States Treasury Bills 0.0 01/02/26 01/02/2026 T-Bills	1.2	$2.3M	NEW	2.3M	1.00	View chart
Verizon Communications Equities (VZ)	1.1	$2.2M	+3%	54k	40.73	View chart
SPDR Dow Jones Ind ETF Equities (DIA)	1.1	$2.2M	+3%	4.6k	480.56	View chart
General Dynamics Corp Equities (GD)	1.0	$2.1M		6.1k	336.64	View chart
Pfizer Incorporated Equities (PFE)	0.9	$1.9M	-2%	76k	24.90	View chart
First TRUST Senior Loan Equities (FTSL)	0.9	$1.8M	-5%	39k	45.88	View chart
Johnson & Johnson Equities (JNJ)	0.9	$1.8M		8.5k	206.95	View chart
United States Treasury Bills 0.0 01/15/26 01/15/2026 T-Bills	0.9	$1.8M	NEW	1.8M	1.00	View chart
Bank Of America Corp Equities (BAC)	0.8	$1.7M	+4%	31k	55.00	View chart
Lockheed Martin Corp Equities (LMT)	0.8	$1.7M	+3%	3.5k	483.67	View chart
Boeing Equities (BA)	0.8	$1.6M	+5%	7.5k	217.13	View chart
Bristol-Myers Squibb Equities (BMY)	0.8	$1.5M	-5%	28k	53.94	View chart
Qualcomm Equities (QCOM)	0.8	$1.5M	+5%	8.9k	171.06	View chart
Salesforce Equities (CRM)	0.7	$1.5M		5.5k	264.90	View chart
A T & T Equities (T)	0.7	$1.4M	+8%	57k	24.84	View chart
Vanguard High Dividend Equities (VYM)	0.7	$1.4M		9.7k	143.52	View chart
Starbucks Corp Equities (SBUX)	0.7	$1.4M		17k	84.21	View chart
Merck & Co Equities (MRK)	0.7	$1.4M	+2%	13k	105.26	View chart
Cisco Systems Equities (CSCO)	0.7	$1.3M	-12%	17k	77.03	View chart
United States Treasury Bills 0.0 02/19/26 02/19/2026 T-Bills	0.7	$1.3M	NEW	1.3M	1.00	View chart
Chevron Corporation Equities (CVX)	0.7	$1.3M		8.7k	152.41	View chart
Coca Cola Company Equities (KO)	0.7	$1.3M	+10%	19k	69.91	View chart
Schw Intl Eq Etf Equities (SCHF)	0.7	$1.3M	+3%	55k	24.04	View chart
Costco Whsl Corp Equities (COST)	0.6	$1.2M		1.4k	862.23	View chart
Schw US Scap Etf Equities (SCHA)	0.6	$1.2M	+2%	42k	28.48	View chart
Jpmorgan Chase & Co Equities (JPM)	0.6	$1.2M		3.6k	322.18	View chart
United States Treasury Bills 0.0 04/09/26 04/09/2026 T-Bills	0.6	$1.1M	NEW	1.1M	0.99	View chart
Wells Fargo & Co Equities (WFC)	0.5	$1.1M		12k	93.20	View chart
Vanguard S&P 500 Etf Equities (VOO)	0.5	$996k	-2%	1.6k	627.08	View chart
Wynn Resorts Equities (WYNN)	0.5	$993k		8.3k	120.33	View chart
Amgen Incorporated Equities (AMGN)	0.5	$989k	+6%	3.0k	327.33	View chart
Raytheon Technologies Equities (RTX)	0.5	$944k		5.1k	183.40	View chart
Procter & Gamble Equities (PG)	0.5	$935k	+6%	6.5k	143.32	View chart
General Motors Equities (GM)	0.5	$935k	-6%	12k	81.32	View chart
Citigroup Equities (C)	0.5	$934k	-8%	8.0k	116.69	View chart
Delta Air Lines Equities (DAL)	0.5	$932k	+2%	13k	69.40	View chart
Home Depot Equities (HD)	0.5	$911k		2.6k	344.06	View chart
Ishares Core S&P Equities (IVV)	0.4	$820k		1.2k	684.75	View chart
First TRUST Enhanced Equities (FTSM)	0.4	$819k	-2%	14k	59.93	View chart
United States Treasury Bills 0.0 03/19/26 03/19/2026 T-Bills	0.4	$819k	NEW	825k	0.99	View chart
Pepsico Incorporated Equities (PEP)	0.4	$815k		5.7k	143.53	View chart
Ishares Tr Russell Equities (IWM)	0.4	$806k		3.3k	246.15	View chart
United States Treasury Bills 0.0 03/05/26 03/05/2026 T-Bills	0.4	$785k	NEW	790k	0.99	View chart
US Treasury 4.875 05/31/26 05/31/2026 4.875 Fixed Income	0.4	$771k	NEW	767k	1.01	View chart
Netflix Equities (NFLX)	0.4	$748k	+897%	8.0k	93.76	View chart
Ford Motor Company Equities (F)	0.4	$701k		53k	13.12	View chart
Disney Walt Equities (DIS)	0.3	$697k	-8%	6.1k	113.77	View chart
Schwab S&P 500 Index Mutual Funds (SWPPX)	0.3	$658k	NEW	38k	17.54	View chart
Norfolk Southern Corp Equities (NSC)	0.3	$656k		2.3k	288.72	View chart
Caterpillar Equities (CAT)	0.3	$645k	-3%	1.1k	572.93	View chart
US Treasury 4.625 03/15/26 03/15/2026 4.625 Fixed Income	0.3	$619k	NEW	618k	1.00	View chart
Schwab Ultra Short Income ETF Equities (SCUS)	0.3	$607k		24k	25.18	View chart
Schw Emg Mkt Eq Etf Equities (SCHE)	0.3	$601k	+2%	18k	32.75	View chart
Unitedhealth Group Equities (UNH)	0.3	$596k	-24%	1.8k	330.20	View chart
Intel Corp Equities (INTC)	0.3	$596k	-5%	16k	36.90	View chart
Ishares Nasdaq Bio Etf Equities (IBB)	0.3	$595k		3.5k	168.78	View chart
Invesco Preferred ETF Equities (PGX)	0.3	$586k		52k	11.24	View chart
Fidelity Freedom 2035 Mutual Funds (FFTHX)	0.3	$579k	NEW	33k	17.76	View chart
Nextera Energy Equities (NEE)	0.3	$578k	+5%	7.2k	80.28	View chart
US Treasury 2.250 03/31/26 03/31/2026 2.250 Fixed Income	0.3	$573k	NEW	575k	1.00	View chart
Bp Equities (BP)	0.3	$547k		16k	34.73	View chart
Abbott Laboratories Equities (ABT)	0.3	$545k	+5%	4.4k	125.28	View chart
American Airls Group Equities (AAL)	0.3	$538k		35k	15.33	View chart
Advanced Micro Devic Equities (AMD)	0.3	$534k	-20%	2.5k	214.16	View chart
Visa Inc Cl A Equities (V)	0.3	$532k		1.5k	350.64	View chart
Medtronic Equities (MDT)	0.3	$528k	-6%	5.5k	96.06	View chart
Berkshire Hathaway Cl B Equities (BRK.B)	0.3	$517k		1.0k	502.65	View chart
Ishares Tr Barclays Bond Equities (TLT)	0.3	$507k	+22%	5.8k	87.16	View chart
US Treasury Bill 01/22/26 01/22/2026 T-Bills	0.2	$499k	NEW	500k	1.00	View chart
United States Treasury Bills 0.0 03/26/26 03/26/2026 T-Bills	0.2	$496k	NEW	500k	0.99	View chart
Ishares Tr Russell Equities (IWO)	0.2	$477k		1.5k	322.95	View chart
Charles Schwab Corp Equities (SCHW)	0.2	$476k		4.8k	99.92	View chart
Avago Technologies Equities (AVGO)	0.2	$473k	+2%	1.4k	346.02	View chart
Vanguard Small Cap Value Equities (VBR)	0.2	$463k	+16%	2.2k	211.78	View chart
Gilead Sciences Equities (GILD)	0.2	$461k	-42%	3.8k	122.73	View chart
Intl Business Machines Equities (IBM)	0.2	$458k		1.5k	296.27	View chart
First TRUST Preferred Equities (FPE)	0.2	$431k	-3%	24k	18.22	View chart
Sch US Tips Etf Equities (SCHP)	0.2	$431k		16k	26.49	View chart
Abbvie Equities (ABBV)	0.2	$424k	+4%	1.9k	228.47	View chart
Vanguard Small Cap Equities (VB)	0.2	$413k		1.6k	257.88	View chart
Schw US Lcap Gro Etf Equities (SCHG)	0.2	$397k		12k	32.62	View chart
Spdr S&P Biotech Etf Equities (XBI)	0.2	$385k	-8%	3.2k	121.95	View chart
Ishares S&P U S Pfd Fund Equities (PFF)	0.2	$384k	+12%	12k	30.96	View chart
Ishares Tr Russell Equities (IWN)	0.2	$381k		2.1k	181.23	View chart
Guggenheim S&P 500 Equal Equities (RSP)	0.2	$380k		2.0k	191.54	View chart
US Treasury 0.750 03/31/26 03/31/2026 0.750 Fixed Income	0.2	$368k	NEW	370k	0.99	View chart
Ishares Tr S&P Smallcap Equities (IJR)	0.2	$359k	+44%	3.0k	120.19	View chart
Exxon Mobil Corporation Equities (XOM)	0.2	$355k	-13%	2.9k	120.35	View chart
American Fd Fundamental Mutual Funds (ANCFX)	0.2	$354k	NEW	3.9k	91.93	View chart
US Treasury 1.500 01/31/27 01/31/2027 1.500 Fixed Income	0.2	$352k	NEW	360k	0.98	View chart
Wisdomtree Emerging Mkts Equities (DEM)	0.2	$344k		7.4k	46.71	View chart
Schwab Fundamental US Equities (FNDX)	0.2	$342k		13k	27.21	View chart
Northrop Grumman Corp Equities (NOC)	0.2	$341k		598.00	570.42	View chart
United States Treasury Bills 0.0 05/07/26 05/07/2026 T-Bills	0.2	$336k	NEW	340k	0.99	View chart
Sector Spdr Tech Select Equities (XLK)	0.2	$331k	+83%	2.3k	143.98	View chart
Vanguard Msci Eafe Etf Equities (VEA)	0.2	$331k		5.3k	62.47	View chart
Sector Spdr Health Fund Equities (XLV)	0.2	$330k		2.1k	154.78	View chart
Sch Fnd Em Lg Etf Equities (FNDE)	0.2	$327k	+3%	9.1k	36.06	View chart
Schlumberger Equities (SLB)	0.2	$325k		8.5k	38.38	View chart
US Treasury 4.500 03/31/26 03/31/2026 4.500 Fixed Income	0.2	$324k	NEW	323k	1.00	View chart
United States Treasury Bills 0.0 05/28/26 05/28/2026 T-Bills	0.2	$315k	NEW	320k	0.99	View chart
Vanguard Short-Term Bond Equities (BSV)	0.2	$314k	+3%	4.0k	78.80	View chart
Schwab Fundamental US Equities (FNDA)	0.2	$306k		9.7k	31.51	View chart
Alaska Air Group Inc De Equities (ALK)	0.2	$303k	+13%	6.0k	50.30	View chart
United States Treasury Notes 4.625 06/30/26 06/30/2026 4.625 Fixed Income	0.2	$302k	NEW	300k	1.01	View chart
Ishares Tr Comex Gold Equities (IAU)	0.2	$300k	NEW	3.7k	81.17	View chart
Sector Spdr Engy Select Equities (XLE)	0.1	$296k	+107%	6.6k	44.71	View chart
Realty Income Corp User-Defined (O)	0.1	$293k		5.2k	56.37	View chart
Colgate-Palmolive Equities (CL)	0.1	$282k	+13%	3.6k	79.01	View chart
Target Corporation Equities (TGT)	0.1	$281k	+15%	2.9k	97.74	View chart
Lilly Eli & Company Equities (LLY)	0.1	$275k	NEW	256.00	1074.54	View chart
Spdr S&P 600 Small Cap Equities (SLYV)	0.1	$266k		2.9k	90.98	View chart
Ishares Tr S&P Midcap Equities (IJH)	0.1	$263k		4.0k	66.00	View chart
United States Treasury Bills 0.0 05/21/26 05/21/2026 T-Bills	0.1	$254k	NEW	257k	0.99	View chart
United States Treasury Bills 0.0 06/18/26 06/18/2026 T-Bills	0.1	$252k	NEW	256k	0.98	View chart
Vanguard Emerging Market Equities (VWO)	0.1	$251k	+2%	4.7k	53.76	View chart
Schwab Fundamental Inl Equities (FNDF)	0.1	$251k	+2%	5.6k	45.21	View chart
Adobe Systems Equities (ADBE)	0.1	$251k		716.00	349.99	View chart
Mastercard Equities (MA)	0.1	$244k		427.00	570.93	View chart
Sprott Physical Gold Etv Equities (PHYS)	0.1	$238k		7.2k	33.02	View chart
Mckesson Corporation Equities (MCK)	0.1	$231k		282.00	820.29	View chart
3m Company Equities (MMM)	0.1	$230k		1.4k	160.05	View chart
Annaly Capital Mgmt Equities (NLY)	0.1	$228k		10k	22.36	View chart
United States Treasury Bills 0.0 05/14/26 05/14/2026 T-Bills	0.1	$227k	NEW	230k	0.99	View chart
Vanguard European Equities (VGK)	0.1	$226k		2.7k	83.62	View chart
United States Treasury Notes 3.7500000 2026-04-15 04/15/2026 3.750 Fixed Income	0.1	$225k	NEW	225k	1.00	View chart
Proshares Etf Equities (NOBL)	0.1	$225k		2.2k	104.06	View chart
US Treasury 4.875 04/30/26 04/30/2026 4.875 Fixed Income	0.1	$218k	NEW	217k	1.00	View chart
United States Treasury Notes 0.875 06/30/26 06/30/2026 0.875 Fixed Income	0.1	$217k	NEW	220k	0.99	View chart
Morgan Stanley Equities (MS)	0.1	$212k	NEW	1.2k	177.56	View chart
Philip Morris Intl Equities (PM)	0.1	$211k	-20%	1.3k	160.38	View chart
Blackrock Equities (BLK)	0.1	$204k		190.00	1070.89	View chart
Schwab Intl Index Fund Mutual Funds (SWISX)	0.1	$203k	NEW	7.1k	28.72	View chart
American Fd Small Cap Mutual Funds (SMCWX)	0.1	$203k	NEW	2.8k	73.29	View chart
United States Treasury Bills 0.0 06/04/26 06/04/2026 T-Bills	0.1	$202k	NEW	205k	0.99	View chart
United States Treasury Bills 0.0 03/12/26 03/12/2026 T-Bills	0.1	$179k	NEW	180k	0.99	View chart
United States Treasury Bills 0.0 04/16/26 04/16/2026 T-Bills	0.1	$173k	NEW	175k	0.99	View chart
United States Treasury Notes 4.25 05/15/35 05/15/2035 4.250 Fixed Income	0.1	$172k	NEW	170k	1.01	View chart
United States Treasury Notes 4.375 07/31/26 07/31/2026 4.375 Fixed Income	0.1	$162k	NEW	161k	1.00	View chart
United States Treasury Notes 4.625 09/30/30 09/30/2030 4.625 Fixed Income	0.1	$156k	NEW	150k	1.04	View chart
United States Treasury Notes 3.875 05/31/27 05/31/2027 3.875 Fixed Income	0.1	$151k	NEW	150k	1.01	View chart
United States Treasury Notes 4.125 10/31/26 10/31/2026 4.125 Fixed Income	0.1	$151k	NEW	150k	1.00	View chart
United States Treasury Notes 0.75 05/31/26 05/31/2026 0.750 Fixed Income	0.1	$148k	NEW	150k	0.99	View chart
United States Treasury Bills 0.0 06/11/26 06/11/2026 T-Bills	0.1	$142k	NEW	144k	0.98	View chart
United States Treasury Notes 4.25 11/30/26 11/30/2026 4.250 Fixed Income	0.1	$138k	NEW	137k	1.01	View chart
United States Treasury Bills 0.0 01/29/26 01/29/2026 T-Bills	0.1	$135k	NEW	135k	1.00	View chart
US Treasu Nt 05/15/2026 3.625 Fixed Income	0.1	$133k	NEW	133k	1.00	View chart
United States Treasury Bills 0.0 04/23/26 04/23/2026 T-Bills	0.1	$132k	NEW	133k	0.99	View chart
United States Treasury Bills 0.0 02/05/26 02/05/2026 T-Bills	0.1	$130k	NEW	130k	1.00	View chart
United States Treasury Notes 4.5 07/15/26 07/15/2026 4.500 Fixed Income	0.1	$129k	NEW	128k	1.01	View chart
Nuveen Mun Value Equities (NUV)	0.1	$117k		13k	9.06	View chart
US Treasury 0.500 02/28/26 02/28/2026 0.500 Fixed Income	0.1	$111k	NEW	112k	0.99	View chart
Manhattan Bch Ca US 09/01/2043 5.000 Call 09/01/2028 100.00 Fixed Income	0.1	$104k	NEW	100k	1.04	View chart
US Treasury 1.625 02/15/26 02/15/2026 1.625 Fixed Income	0.0	$100k	NEW	100k	1.00	View chart
United States Treasury Bills 0.0 04/02/26 04/02/2026 T-Bills	0.0	$99k	NEW	100k	0.99	View chart
US Treasury 2.750 02/15/28 02/15/2028 2.750 Fixed Income	0.0	$99k	NEW	100k	0.98	View chart
United States Treasury Notes 1.375 08/31/26 08/31/2026 1.375 Fixed Income	0.0	$94k	NEW	95k	0.99	View chart
United States Treasury Notes 2.3750000 2026-04-30 04/30/2026 2.375 Fixed Income	0.0	$90k	NEW	90k	1.00	View chart
Met Wtr Dist S Ca W 07/01/2039 5.000 Call 01/01/2029 100.00 Fixed Income	0.0	$80k	NEW	75k	1.06	View chart
West Virginia St 12/01/2033 5.000 Call 06/01/2028 100.00 Fixed Income	0.0	$79k	NEW	75k	1.05	View chart
Killeen Tx Isd 02/15/2028 5.000 Fixed Income	0.0	$79k	NEW	75k	1.05	View chart
University Californ 05/15/2036 5.000 Call 05/15/2028 100.00 Fixed Income	0.0	$79k	NEW	75k	1.05	View chart
San Fran Calif City 11/01/2034 5.000 Call 11/01/2027 100.00 Fixed Income	0.0	$79k	NEW	75k	1.05	View chart
Washington St 02/01/2039 5.000 Call 02/01/2027 100.00 Fixed Income	0.0	$76k	NEW	75k	1.02	View chart
Fair Isaac Corp 06/15/2028 4.000 Call 02/07/2026 100.00 Fixed Income	0.0	$64k	NEW	65k	0.98	View chart
United States Treasury Notes 1.125 10/31/26 10/31/2026 1.125 Fixed Income	0.0	$64k	NEW	65k	0.98	View chart
United States Treasury Bills 0.0 09/03/26 09/03/2026 T-Bills	0.0	$61k	NEW	62k	0.98	View chart
United States Treasury Notes 0.625 07/31/26 07/31/2026 0.625 Fixed Income	0.0	$59k	NEW	60k	0.98	View chart
United States Treasury Notes 4.375 11/30/30 11/30/2030 4.375 Fixed Income	0.0	$57k	NEW	55k	1.03	View chart
Walmart Inc 07/08/2040 4.875 Fixed Income	0.0	$55k	NEW	55k	1.00	View chart
Los Angeles Ca Wwtr 06/01/2042 5.000 Call 06/01/2032 100.00 Fixed Income	0.0	$55k	NEW	50k	1.09	View chart
San Diego Ca Trans 04/01/2040 5.000 Call 04/01/2030 100.00 Fixed Income	0.0	$54k	NEW	50k	1.08	View chart
United States Treasury Notes 4.25 08/15/35 08/15/2035 4.250 Fixed Income	0.0	$54k	NEW	53k	1.01	View chart
Los Angeles Califor 07/01/2042 5.000 A146 A158 Call 07/01/2032 100.00 Fixed Income	0.0	$53k	NEW	50k	1.06	View chart
Dc W/S Auth Pub Uti 10/01/2041 5.000 Call 04/01/2028 100.00 Fixed Income	0.0	$51k	NEW	50k	1.03	View chart
Or Hlth /Science Un 07/01/2036 5.000 Call 07/01/2026 100.00 Fixed Income	0.0	$50k	NEW	50k	1.01	View chart
United States Treasury Notes 3.875 07/31/27 07/31/2027 3.875 Fixed Income	0.0	$50k	NEW	50k	1.01	View chart
US Treasury 2.625 01/31/26 01/31/2026 2.625 Fixed Income	0.0	$50k	NEW	50k	1.00	View chart
US Treasury 1.875 02/28/27 02/28/2027 1.875 Fixed Income	0.0	$49k	NEW	50k	0.98	View chart
US Treasu Nt 05/15/2033 3.375 Fixed Income	0.0	$48k	NEW	50k	0.96	View chart
United States Treasury Notes 1.125 08/31/28 08/31/2028 1.125 Fixed Income	0.0	$47k	NEW	50k	0.94	View chart
Money Market Pool Mutual Funds	0.0	$44k	NEW	36k	1.22	View chart
Ct St Spl Tax Obg 05/01/2041 5.000 Call 05/01/2031 100.00 Fixed Income	0.0	$43k	NEW	40k	1.07	View chart
Jpmorgan Chase & 07/15/2041 5.600 Fixed Income	0.0	$42k	NEW	40k	1.04	View chart
US Treasury 4.250 01/31/26 01/31/2026 4.250 Fixed Income	0.0	$40k	NEW	40k	1.00	View chart
Xerox Holdings Corp Equities (XRX)	0.0	$38k	-10%	16k	2.37	View chart
Energy Transfer O 07/01/2038 7.500 Fixed Income	0.0	$35k	NEW	30k	1.16	View chart
Southwest Airlin 11/16/2027 3.450 Call 08/16/2027 100.00 Fixed Income	0.0	$35k	NEW	35k	0.99	View chart
United States Treasury Notes 1.625 10/31/26 10/31/2026 1.625 Fixed Income	0.0	$32k	NEW	32k	0.98	View chart
Netflix, Inc 04/15/2028 4.875 Fixed Income	0.0	$31k	NEW	30k	1.02	View chart
US Treasur Nt 04/30/2028 1.250 Fixed Income	0.0	$29k	NEW	30k	0.95	View chart
Assured Guaranty Var 12/15/2036 6.400 Call 12/15/2036 100.00 Fixed Income	0.0	$28k	NEW	30k	0.94	View chart
United States Treasury Notes 3.75 08/31/26 08/31/2026 3.750 Fixed Income	0.0	$28k	NEW	28k	1.00	View chart
Maui Cnty Hi 03/01/2029 5.000 Fixed Income	0.0	$27k	NEW	25k	1.08	View chart
California St Var P 10/01/2039 5.000 Call 10/01/2029 100.00 Fixed Income	0.0	$27k	NEW	25k	1.07	View chart
Altria Group, In 02/04/2032 2.450 Call 11/04/2031 100.00 Fixed Income	0.0	$27k	NEW	30k	0.88	View chart
Eaton Corp Plc 11/02/2042 4.150 Fixed Income	0.0	$26k	NEW	30k	0.86	View chart
United States Treasury Notes 1.875 06/30/26 06/30/2026 1.875 Fixed Income	0.0	$26k	NEW	26k	0.99	View chart
Duke Energy Flori 07/15/2028 3.800 Call 04/15/2028 100.00 Fixed Income	0.0	$25k	NEW	25k	1.00	View chart
Hilton Domestic Ope 05/01/2031 4.000 Call 05/01/2026 102.00 Fixed Income	0.0	$24k	NEW	25k	0.95	View chart
Lowe's Companies, 09/01/2027 7.200 Fixed Income	0.0	$21k	NEW	20k	1.04	View chart
US Treasury 4.250 11/15/34 11/15/2034 4.250 Fixed Income	0.0	$20k	NEW	20k	1.01	View chart
Pentair Fin S.A 07/01/2029 4.500 Call 04/01/2029 100.00 Fixed Income	0.0	$20k	NEW	20k	1.00	View chart
United States Treasury Notes 2.5 02/28/26 02/28/2026 2.500 Fixed Income	0.0	$20k	NEW	20k	1.00	View chart
United States Treasury Notes 0.75 04/30/26 04/30/2026 0.750 Fixed Income	0.0	$20k	NEW	20k	0.99	View chart
United States Treasury Notes 3.75 12/31/30 12/31/2030 3.750 Fixed Income	0.0	$18k	NEW	18k	1.00	View chart
Schwab Government Money Mutual Funds (SNVXX)	0.0	$15k	NEW	15k	1.00	View chart
United States Treasury Notes 0.75 08/31/26 08/31/2026 0.750 Fixed Income	0.0	$15k	NEW	15k	0.98	View chart
Flowers Foods, In 03/15/2031 2.400 Call 12/15/2030 100.00 Fixed Income	0.0	$13k	NEW	15k	0.88	View chart
GNMA Pl 01/15/2033 5.500 Factor 0.00918340 Mortgage-Backed	0.0	$950.000000	NEW	100k	0.01	View chart
GNMA Pl 06/15/2032 6.500 Factor 0.00202720 Mortgage-Backed	0.0	$210.000000	NEW	100k	0.00	View chart

Past Filings by Coastwise Capital Group

SEC 13F filings are viewable for Coastwise Capital Group going back to 2022

Coastwise Capital Group 2025 Q4 filed Feb. 12, 2026
Coastwise Capital Group 2025 Q3 filed Oct. 17, 2025
Coastwise Capital Group 2025 Q2 filed July 11, 2025
Coastwise Capital Group 2025 Q1 filed May 5, 2025
Coastwise Capital Group 2024 Q4 filed Jan. 23, 2025
Coastwise Capital Group 2024 Q3 filed Nov. 14, 2024
Coastwise Capital Group 2024 Q2 filed Aug. 14, 2024
Coastwise Capital Group 2024 Q1 filed May 14, 2024
Coastwise Capital Group 2023 Q4 filed Feb. 14, 2024
Coastwise Capital Group 2023 Q3 filed Nov. 13, 2023
Coastwise Capital Group 2023 Q2 filed Aug. 10, 2023
Coastwise Capital Group 2023 Q1 filed May 11, 2023
Coastwise Capital Group 2022 Q4 filed Feb. 14, 2023
Coastwise Capital Group 2022 Q3 filed Nov. 10, 2022
Coastwise Capital Group 2022 Q1 filed Aug. 15, 2022
Coastwise Capital Group 2022 Q2 filed Aug. 15, 2022

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