Coastwise Capital Group

Coastwise Capital Group as of March 31, 2026

Portfolio Holdings for Coastwise Capital Group

Coastwise Capital Group holds 128 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Value Advantage Mutual Funds (SNAXX) 13.3 $24M 24M 1.00
Sch US Div Equity Etf Equities (SCHD) 7.6 $14M 447k 30.68
Apple Equities (AAPL) 4.4 $7.9M 31k 253.79
S P D R TRUST Unit SR Equities (SPY) 4.2 $7.6M 12k 650.32
Schwab Value Advantage Mutual Funds (SWVXX) 4.2 $7.5M 7.5M 1.00
Alphabet Equities (GOOGL) 3.5 $6.3M 22k 286.86
Amazon Equities (AMZN) 3.4 $6.1M 29k 208.27
Microsoft Corp Equities (MSFT) 3.0 $5.4M 15k 370.18
Nvidia Corp Equities (NVDA) 2.8 $5.1M 29k 174.40
Schw US Lcap Val Etf Equities (SCHV) 2.7 $4.9M 161k 30.50
Lam Research Corporation Equities (LRCX) 1.8 $3.3M 16k 213.66
Verizon Communications Equities (VZ) 1.5 $2.7M 54k 50.20
Tesla Motors Equities (TSLA) 1.4 $2.6M 6.9k 371.75
Spdr Portfolio S&P 600 Equities (SPSM) 1.4 $2.5M 52k 48.32
Meta Platforms Equities (META) 1.4 $2.4M 4.3k 572.08
Pfizer Incorporated Equities (PFE) 1.2 $2.1M 76k 28.08
Invesco Qqq TRUST Equities (QQQ) 1.1 $2.0M 3.5k 577.26
SPDR Dow Jones Ind ETF Equities (DIA) 1.1 $1.9M 4.1k 463.15
Chevron Corporation Equities (CVX) 1.0 $1.9M 9.0k 206.89
A T & T Equities (T) 1.0 $1.8M 64k 28.99
Lockheed Martin Corp Equities (LMT) 1.0 $1.8M 2.9k 604.47
Bristol-Myers Squibb Equities (BMY) 1.0 $1.7M 29k 60.65
First TRUST Senior Loan Equities (FTSL) 0.9 $1.6M 37k 44.80
Merck & Co Equities (MRK) 0.9 $1.5M 13k 120.29
Johnson & Johnson Equities (JNJ) 0.9 $1.5M 6.3k 244.45
Costco Whsl Corp Equities (COST) 0.8 $1.5M 1.5k 996.65
Netflix Equities (NFLX) 0.8 $1.5M 16k 96.15
Vanguard High Dividend Equities (VYM) 0.8 $1.4M 9.8k 148.11
Boeing Equities (BA) 0.8 $1.4M 7.1k 199.04
Starbucks Corp Equities (SBUX) 0.8 $1.4M 16k 89.59
Schw Intl Eq Etf Equities (SCHF) 0.8 $1.4M 56k 24.75
Coca Cola Company Equities (KO) 0.8 $1.4M 18k 76.05
Cisco Systems Equities (CSCO) 0.8 $1.4M 17k 77.59
General Dynamics Corp Equities (GD) 0.7 $1.3M 3.9k 343.25
Qualcomm Equities (QCOM) 0.7 $1.3M 10k 128.78
Bank Of America Corp Equities (BAC) 0.7 $1.3M 26k 48.75
Schw US Scap Etf Equities (SCHA) 0.7 $1.2M 41k 29.08
Salesforce Equities (CRM) 0.6 $1.1M 5.9k 186.66
Jpmorgan Chase & Co Equities (JPM) 0.6 $1.1M 3.7k 294.17
Amgen Incorporated Equities (AMGN) 0.6 $1.1M 3.0k 351.87
Procter & Gamble Equities (PG) 0.6 $1.0M 7.1k 144.43
Vanguard S&P 500 Etf Equities (VOO) 0.6 $999k 1.7k 597.63
Pepsico Incorporated Equities (PEP) 0.5 $969k 6.2k 155.29
Raytheon Technologies Equities (RTX) 0.5 $911k 4.7k 192.90
Wynn Resorts Equities (WYNN) 0.5 $840k 8.3k 101.55
Unitedhealth Group Equities (UNH) 0.5 $835k 3.1k 270.56
Ishares Tr Russell Equities (IWM) 0.5 $811k 3.3k 248.03
First TRUST Enhanced Equities (FTSM) 0.4 $804k 13k 59.78
Caterpillar Equities (CAT) 0.4 $786k 1.1k 708.15
Ishares Core S&P Equities (IVV) 0.4 $782k 1.2k 653.43
Bp Equities (BP) 0.4 $746k 16k 47.00
Abbott Laboratories Equities (ABT) 0.4 $696k 6.8k 102.67
Intel Corp Equities (INTC) 0.4 $687k 16k 44.13
General Motors Equities (GM) 0.4 $671k 9.0k 74.50
Delta Air Lines Equities (DAL) 0.4 $653k 9.8k 66.48
Norfolk Southern Corp Equities (NSC) 0.4 $653k 2.3k 287.00
Nextera Energy Equities (NEE) 0.4 $634k 6.8k 92.88
Schwab S&P 500 Index Mutual Funds (SWPPX) 0.3 $627k 37k 16.77
Visa Inc Cl A Equities (V) 0.3 $612k 2.0k 302.23
Wells Fargo & Co Equities (WFC) 0.3 $606k 7.6k 79.61
Citigroup Equities (C) 0.3 $598k 5.3k 113.41
Disney Walt Equities (DIS) 0.3 $594k 6.2k 96.38
Fidelity Freedom 2035 Mutual Funds (FFTHX) 0.3 $578k 33k 17.73
Ford Motor Company Equities (F) 0.3 $578k 50k 11.54
Schw Emg Mkt Eq Etf Equities (SCHE) 0.3 $574k 17k 32.95
Invesco Preferred ETF Equities (PGX) 0.3 $569k 52k 10.88
Avago Technologies Equities (AVGO) 0.3 $549k 1.8k 309.43
Exxon Mobil Corporation Equities (XOM) 0.3 $549k 3.2k 169.68
Ishares Nasdaq Bio Etf Equities (IBB) 0.3 $527k 3.1k 168.87
Schwab Ultra Short Income ETF Equities (SCUS) 0.3 $527k 21k 25.20
Berkshire Hathaway Cl B Equities (BRK.B) 0.3 $525k 1.1k 479.20
Medtronic Equities (MDT) 0.3 $511k 5.9k 86.65
Ishares Tr Barclays Bond Equities (TLT) 0.3 $508k 5.9k 86.69
Gilead Sciences Equities (GILD) 0.3 $480k 3.4k 139.38
Vanguard Small Cap Value Equities (VBR) 0.3 $477k 2.2k 217.30
Home Depot Equities (HD) 0.3 $473k 1.4k 328.86
Ishares Tr Russell Equities (IWO) 0.3 $463k 1.5k 313.81
Sch US Tips Etf Equities (SCHP) 0.2 $433k 16k 26.61
Conocophillips Equities (COP) 0.2 $421k 3.2k 131.98
First TRUST Preferred Equities (FPE) 0.2 $421k 24k 17.75
Vanguard Small Cap Equities (VB) 0.2 $420k 1.6k 261.85
American Airls Group Equities (AAL) 0.2 $415k 39k 10.74
Schlumberger Equities (SLB) 0.2 $411k 8.0k 51.39
Northrop Grumman Corp Equities (NOC) 0.2 $409k 600.00 682.35
Nike Inc Class B Equities (NKE) 0.2 $406k 7.7k 52.82
Abbvie Equities (ABBV) 0.2 $404k 1.9k 217.44
Spdr S&P Biotech Etf Equities (XBI) 0.2 $395k 3.1k 127.73
Sector Spdr Engy Select Equities (XLE) 0.2 $388k 6.3k 61.26
Ishares S&P U S Pfd Fund Equities (PFF) 0.2 $383k 13k 30.32
Guggenheim S&P 500 Equal Equities (RSP) 0.2 $381k 2.0k 191.92
Advanced Micro Devic Equities (AMD) 0.2 $381k 1.9k 203.43
Intl Business Machines Equities (IBM) 0.2 $369k 1.5k 242.32
Wisdomtree Emerging Mkts Equities (DEM) 0.2 $367k 7.4k 49.69
Target Corporation Equities (TGT) 0.2 $351k 2.9k 121.18
Schwab Fundamental US Equities (FNDX) 0.2 $351k 13k 27.85
Sch Fnd Em Lg Etf Equities (FNDE) 0.2 $347k 9.1k 38.26
Schw US Lcap Gro Etf Equities (SCHG) 0.2 $346k 12k 29.13
Charles Schwab Corp Equities (SCHW) 0.2 $345k 3.7k 93.97
American Fd Fundamental Mutual Funds (ANCFX) 0.2 $342k 3.9k 88.69
Vanguard Msci Eafe Etf Equities (VEA) 0.2 $340k 5.3k 64.08
Ishares Tr Comex Gold Equities (IAU) 0.2 $326k 3.7k 88.16
Uber Technologies Equities (UBER) 0.2 $321k 4.5k 71.93
Schwab Fundamental US Equities (FNDA) 0.2 $316k 9.7k 32.43
Sector Spdr Health Fund Equities (XLV) 0.2 $312k 2.1k 146.59
Oracle Corporation Equities (ORCL) 0.2 $307k 2.1k 147.10
Clorox Company Equities (CLX) 0.2 $306k 3.0k 103.63
Realty Income Corp User-Defined (O) 0.2 $301k 4.9k 61.18
Ishares Tr S&P Smallcap Equities (IJR) 0.2 $296k 2.4k 124.30
Vanguard Short-Term Bond Equities (BSV) 0.2 $291k 3.7k 78.41
Eaton Corporation Equities (ETN) 0.2 $278k 778.00 357.67
Spdr S&P 600 Small Cap Equities (SLYV) 0.2 $278k 2.9k 94.58
Schwab Fundamental Inl Equities (FNDF) 0.2 $272k 5.6k 48.93
Ishares Tr S&P Midcap Equities (IJH) 0.1 $269k 4.0k 67.53
Sprott Physical Gold Etv Equities (PHYS) 0.1 $255k 7.2k 35.44
Morgan Stanley Equities (MS) 0.1 $253k 1.5k 164.61
Sector Spdr Tech Select Equities (XLK) 0.1 $252k 1.9k 132.87
Blackrock Equities (BLK) 0.1 $246k 256.00 962.54
Mckesson Corporation Equities (MCK) 0.1 $244k 282.00 865.36
Colgate-Palmolive Equities (CL) 0.1 $237k 2.8k 85.22
Dow Chemical Company Equities (DOW) 0.1 $232k 5.6k 41.65
Alaska Air Group Inc De Equities (ALK) 0.1 $222k 6.0k 36.78
Vanguard European Equities (VGK) 0.1 $220k 2.7k 82.43
Wal-Mart Stores Equities (WMT) 0.1 $216k 1.7k 124.28
Philip Morris Intl Equities (PM) 0.1 $214k 1.3k 165.39
Schwab Intl Index Fund Mutual Funds (SWISX) 0.1 $203k 7.0k 29.02
iShares Ethereum Trust ETF Equities (ETHA) 0.1 $201k 13k 15.83
American Fd Small Cap Mutual Funds (SMCWX) 0.1 $200k 2.8k 72.52
Schwab Small Cap Index Mutual Funds (SWSSX) 0.1 $200k 5.0k 40.18