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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 SCHD, AAPL, SPY, GOOGL, AMZN, and represent 27.47% of Coastwise Capital Group's stock portfolio.
Added to shares of these 10 stocks: NVDA, Exxon Mobil Corp, MSFT, META, LLY, VIG, MU, GOOGL, IBIT, ABT.
Started 25 new stock positions in VGT, NLY, NUV, IBIT, MRNA, PID, EEM, PWCDF, VIG, GE.
Reduced shares in these 10 stocks: SNAXX (-$24M), SWVXX (-$7.5M), SWPPX, FFTHX, , ANCFX, AMZN, INTC, QQQ, DOW.
Sold out of its positions in DOW, XOM, FFTHX, ANCFX, SWISX, SWSSX, SWPPX, SWVXX, SNAXX, SMCWX.
Coastwise Capital Group was a net seller of stock by $-25M.
Coastwise Capital Group has $172M in assets under management (AUM), dropping by -4.48%.
Central Index Key (CIK): 0001934500

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Portfolio Holdings for Coastwise Capital Group

Coastwise Capital Group holds 143 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Sch US Div Equity Etf Equities (SCHD)	8.3	$14M		450k	31.71	View chart
Apple Equities (AAPL)	5.4	$9.3M	+2%	32k	289.36	View chart
S P D R TRUST Unit SR Equities (SPY)	5.2	$8.9M	+2%	12k	746.77	View chart
Alphabet Equities (GOOGL)	4.7	$8.1M	+4%	23k	353.33	View chart
Amazon Equities (AMZN)	3.8	$6.6M	-4%	28k	238.34	View chart
Lam Research Corporation Equities (LRCX)	3.8	$6.5M	-3%	15k	433.33	View chart
Nvidia Corp Equities (NVDA)	3.7	$6.4M	+8%	32k	200.09	View chart
Microsoft Corp Equities (MSFT)	3.4	$5.9M	+9%	16k	373.02	View chart
Schw US Lcap Val Etf Equities (SCHV)	3.2	$5.5M		159k	34.81	View chart
Spdr Portfolio S&P 600 Equities (SPSM)	1.8	$3.2M	+5%	55k	57.67	View chart
Tesla Motors Equities (TSLA)	1.7	$2.9M		6.9k	420.60	View chart
Meta Platforms Equities (META)	1.6	$2.8M	+16%	5.0k	563.24	View chart
Invesco Qqq TRUST Equities (QQQ)	1.3	$2.3M	-9%	3.1k	736.34	View chart
Verizon Communications Equities (VZ)	1.3	$2.3M		54k	42.34	View chart
SPDR Dow Jones Ind ETF Equities (DIA)	1.2	$2.1M		4.1k	522.43	View chart
Cisco Systems Equities (CSCO)	1.2	$2.0M		17k	117.46	View chart
Pfizer Incorporated Equities (PFE)	1.1	$1.9M	+5%	80k	24.08	View chart
Intel Corp Equities (INTC)	1.1	$1.9M	-12%	14k	139.63	View chart
Schw Intl Eq Etf Equities (SCHF)	1.1	$1.8M	+17%	65k	27.70	View chart
Qualcomm Equities (QCOM)	1.0	$1.8M	-5%	9.6k	184.78	View chart
Bristol-Myers Squibb Equities (BMY)	1.0	$1.7M		29k	57.62	View chart
Merck & Co Equities (MRK)	1.0	$1.6M		13k	128.50	View chart
Starbucks Corp Equities (SBUX)	0.9	$1.6M		16k	102.19	View chart
Vanguard High Dividend Equities (VYM)	0.9	$1.6M	+3%	10k	158.03	View chart
Boeing Equities (BA)	0.9	$1.6M	+3%	7.3k	216.48	View chart
Chevron Corporation Equities (CVX)	0.9	$1.6M	+6%	9.6k	165.75	View chart
Johnson & Johnson Equities (JNJ)	0.9	$1.6M		6.2k	253.99	View chart
Costco Whsl Corp Equities (COST)	0.9	$1.6M	+11%	1.7k	935.40	View chart
Schw US Scap Etf Equities (SCHA)	0.9	$1.5M	+4%	43k	36.13	View chart
First TRUST Senior Loan Equities (FTSL)	0.9	$1.5M	-6%	34k	44.75	View chart
A T & T Equities (T)	0.9	$1.5M	+13%	72k	20.70	View chart
Bank Of America Corp Equities (BAC)	0.9	$1.5M		26k	56.98	View chart
Lockheed Martin Corp Equities (LMT)	0.9	$1.5M		2.9k	509.47	View chart
General Dynamics Corp Equities (GD)	0.8	$1.4M		3.9k	354.27	View chart
Coca Cola Company Equities (KO)	0.8	$1.4M	-6%	17k	81.27	View chart
Unitedhealth Group Equities (UNH)	0.7	$1.3M		3.1k	415.58	View chart
Procter & Gamble Equities (PG)	0.7	$1.2M	+19%	8.5k	146.65	View chart
Vanguard S&P 500 Etf Equities (VOO)	0.7	$1.2M	+8%	1.8k	686.70	View chart
Amgen Incorporated Equities (AMGN)	0.7	$1.2M	+5%	3.2k	362.07	View chart
Netflix Equities (NFLX)	0.7	$1.1M	+3%	16k	71.40	View chart
Jpmorgan Chase & Co Equities (JPM)	0.7	$1.1M	-5%	3.5k	327.34	View chart
Caterpillar Equities (CAT)	0.6	$1.1M	-5%	1.0k	1064.85	View chart
Pepsico Incorporated Equities (PEP)	0.6	$1.0M	+19%	7.5k	135.39	View chart
Advanced Micro Devic Equities (AMD)	0.6	$985k	-9%	1.7k	580.91	View chart
Raytheon Technologies Equities (RTX)	0.6	$965k	+7%	5.1k	189.73	View chart
Ishares Tr Russell Equities (IWM)	0.5	$918k	-6%	3.1k	300.40	View chart
Ishares Core S&P Equities (IVV)	0.5	$897k		1.2k	748.98	View chart
Abbott Laboratories Equities (ABT)	0.5	$886k	+44%	9.8k	90.74	View chart
Salesforce Equities (CRM)	0.5	$877k	-4%	5.6k	156.66	View chart
Delta Air Lines Equities (DAL)	0.5	$875k	-4%	9.3k	93.66	View chart
Avago Technologies Equities (AVGO)	0.5	$842k	+25%	2.2k	377.72	View chart
Wynn Resorts Equities (WYNN)	0.5	$834k	+3%	8.6k	97.09	View chart
Berkshire Hathaway Cl B Equities (BRK.B)	0.5	$791k	+44%	1.6k	500.39	View chart
First TRUST Enhanced Equities (FTSM)	0.5	$782k	-2%	13k	59.73	View chart
Citigroup Equities (C)	0.4	$736k		5.3k	139.97	View chart
Schw Emg Mkt Eq Etf Equities (SCHE)	0.4	$729k	+15%	20k	36.26	View chart
Norfolk Southern Corp Equities (NSC)	0.4	$712k		2.3k	314.54	View chart
American Airls Group Equities (AAL)	0.4	$708k		39k	18.07	View chart
Visa Inc Cl A Equities (V)	0.4	$672k	-3%	2.0k	343.01	View chart
Wells Fargo & Co Equities (WFC)	0.4	$629k		7.6k	82.64	View chart
Nextera Energy Equities (NEE)	0.4	$619k	+3%	7.1k	87.77	View chart
Bp Equities (BP)	0.4	$603k	+2%	16k	36.95	View chart
General Motors Equities (GM)	0.3	$594k	-14%	7.7k	77.08	View chart
Ishares Nasdaq Bio Etf Equities (IBB)	0.3	$594k		3.1k	190.16	View chart
Ford Motor Company Equities (F)	0.3	$593k	-14%	43k	13.90	View chart
Uber Technologies Equities (UBER)	0.3	$582k	+80%	8.1k	72.16	View chart
Disney Walt Equities (DIS)	0.3	$576k	-2%	6.0k	96.25	View chart
Invesco Preferred ETF Equities (PGX)	0.3	$572k		53k	10.84	View chart
Medtronic Equities (MDT)	0.3	$556k	+20%	7.1k	78.23	View chart
Home Depot Equities (HD)	0.3	$542k	+6%	1.5k	352.73	View chart
Vanguard Small Cap Value Equities (VBR)	0.3	$536k		2.2k	243.01	View chart
Ishares Tr Russell Equities (IWO)	0.3	$530k	-8%	1.3k	393.95	View chart
Schwab Ultra Short Income ETF Equities (SCUS)	0.3	$524k		21k	25.17	View chart
Sch US Tips Etf Equities (SCHP)	0.3	$516k	+19%	20k	26.50	View chart
Ishares S&P U S Pfd Fund Equities (PFF)	0.3	$503k	+30%	17k	30.49	View chart
Exxon Mobil Corporation Equities	0.3	$497k	NEW	3.6k	136.71	View chart
Spdr S&P Biotech Etf Equities (XBI)	0.3	$489k		3.1k	158.27	View chart
Vanguard Small Cap Equities (VB)	0.3	$486k		1.6k	303.04	View chart
Eaton Corporation Equities (ETN)	0.3	$439k	+32%	1.0k	426.12	View chart
Guggenheim S&P 500 Equal Equities (RSP)	0.2	$430k		2.0k	212.76	View chart
First TRUST Preferred Equities (FPE)	0.2	$428k		24k	17.88	View chart
Intl Business Machines Equities (IBM)	0.2	$427k		1.5k	281.30	View chart
Ishares Tr Barclays Bond Equities (TLT)	0.2	$423k	-16%	4.9k	86.42	View chart
Abbvie Equities (ABBV)	0.2	$419k	-10%	1.7k	251.58	View chart
Wisdomtree Emerging Mkts Equities (DEM)	0.2	$400k		7.4k	53.79	View chart
Morgan Stanley Equities (MS)	0.2	$395k	+22%	1.9k	209.09	View chart
Schwab Fundamental US Equities (FNDX)	0.2	$394k		13k	31.10	View chart
Vanguard Msci Eafe Etf Equities (VEA)	0.2	$378k		5.3k	71.24	View chart
Wal-Mart Stores Equities (WMT)	0.2	$377k	+91%	3.3k	113.27	View chart
Schwab Fundamental US Equities (FNDA)	0.2	$372k		9.8k	38.06	View chart
Lilly Eli & Company Equities (LLY)	0.2	$370k	NEW	308.00	1199.94	View chart
Alaska Air Group Inc De Equities (ALK)	0.2	$367k	+16%	7.0k	52.20	View chart
Sch Fnd Em Lg Etf Equities (FNDE)	0.2	$361k		9.1k	39.68	View chart
Vanguard Div Apprciation Equities (VIG)	0.2	$356k	NEW	1.5k	236.57	View chart
Ishares Tr S&P Smallcap Equities (IJR)	0.2	$354k		2.4k	148.30	View chart
Micron Technology Equities (MU)	0.2	$352k	NEW	305.00	1154.29	View chart
Schlumberger Equities (SLB)	0.2	$350k	-5%	7.5k	46.49	View chart
Schw US Lcap Gro Etf Equities (SCHG)	0.2	$348k	-13%	10k	33.84	View chart
Conocophillips Equities (COP)	0.2	$347k	+4%	3.3k	103.96	View chart
Oracle Corporation Equities (ORCL)	0.2	$344k	+12%	2.3k	146.57	View chart
Ishares Tr S&P Midcap Equities (IJH)	0.2	$343k	+11%	4.4k	77.11	View chart
Gilead Sciences Equities (GILD)	0.2	$342k	-21%	2.7k	126.35	View chart
Sector Spdr Tech Select Equities (XLK)	0.2	$340k	-5%	1.8k	190.53	View chart
Sector Spdr Engy Select Equities (XLE)	0.2	$334k		6.3k	53.11	View chart
Spdr S&P 600 Small Cap Equities (SLYV)	0.2	$330k	+2%	3.0k	109.13	View chart
Charles Schwab Corp Equities (SCHW)	0.2	$323k	-4%	3.5k	92.26	View chart
iShares Bitcoin Trust ETF Equities (IBIT)	0.2	$320k	NEW	9.6k	33.29	View chart
Nike Inc Class B Equities (NKE)	0.2	$318k		7.8k	41.05	View chart
Target Corporation Equities (TGT)	0.2	$308k	-18%	2.4k	130.61	View chart
Realty Income Corp User-Defined (O)	0.2	$307k		5.0k	61.96	View chart
Northrop Grumman Corp Equities (NOC)	0.2	$306k		600.00	509.22	View chart
Clorox Company Equities (CLX)	0.2	$305k	+8%	3.2k	95.42	View chart
Schwab Fundamental Inl Equities (FNDF)	0.2	$295k		5.6k	52.76	View chart
Vanguard Short-Term Bond Equities (BSV)	0.2	$287k		3.7k	77.92	View chart
Sector Spdr Health Fund Equities (XLV)	0.2	$286k	-15%	1.8k	158.65	View chart
Ishares Tr Comex Gold Equities (IAU)	0.2	$279k		3.7k	75.51	View chart
Blackrock Equities (BLK)	0.2	$268k	+8%	279.00	960.71	View chart
Colgate-Palmolive Equities (CL)	0.1	$256k		2.8k	91.69	View chart
Adobe Systems Equities (ADBE)	0.1	$249k	NEW	1.2k	205.02	View chart
Moderna Equities (MRNA)	0.1	$245k	NEW	3.5k	70.03	View chart
Ishares Msci Usa Value Equities (VLUE)	0.1	$244k	NEW	1.2k	199.74	View chart
Ishares Msci Emrg Mkt Equities (EEM)	0.1	$241k	NEW	3.5k	68.40	View chart
General Electric Company Equities (GE)	0.1	$240k	NEW	641.00	373.98	View chart
Vanguard European Equities (VGK)	0.1	$240k		2.7k	88.54	View chart
Ares Management Corp Equities (ARES)	0.1	$238k	NEW	2.1k	111.30	View chart
Palo Alto Networks Equities (PANW)	0.1	$236k	NEW	692.00	341.02	View chart
Philip Morris Intl Equities (PM)	0.1	$236k		1.3k	180.87	View chart
Space Exploration Technologies Corp. CL A Equities (SPCX)	0.1	$232k	NEW	1.4k	170.86	View chart
Vanguard Info Technology Equities (VGT)	0.1	$231k	NEW	1.9k	119.50	View chart
T J X Cos Equities (TJX)	0.1	$227k	NEW	1.5k	151.50	View chart
Mc Donalds Corp Equities (MCD)	0.1	$220k	NEW	814.00	270.27	View chart
Ishares Tr Russell Equities (IWB)	0.1	$219k	NEW	535.00	409.50	View chart
Sprott Physical Gold Etv Equities (PHYS)	0.1	$217k		7.2k	30.17	View chart
Ecolab Equities (ECL)	0.1	$216k	NEW	775.00	278.51	View chart
Power Corp Canada Equities (PWCDF)	0.1	$214k	NEW	3.4k	62.16	View chart
Mckesson Corporation Equities (MCK)	0.1	$213k		282.00	755.60	View chart
Annaly Capital Mgmt Equities (NLY)	0.1	$209k	NEW	9.3k	22.36	View chart
Proshares Etf Equities (NOBL)	0.1	$201k	NEW	3.6k	56.16	View chart
Invesco International Dividends Equities (PID)	0.1	$201k	NEW	9.1k	22.20	View chart
A E S Corp Equities (AES)	0.1	$180k	NEW	12k	14.66	View chart
iShares Ethereum Trust ETF Equities (ETHA)	0.1	$151k		13k	11.89	View chart
Nuveen Mun Value Equities (NUV)	0.1	$119k	NEW	13k	9.22	View chart
Xerox Holdings Corp Equities (XRX)	0.0	$51k	NEW	16k	3.13	View chart

Past Filings by Coastwise Capital Group

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

Coastwise Capital Group 2026 Q2 filed July 16, 2026
Coastwise Capital Group 2026 Q1 filed May 8, 2026
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

View all past filings

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