Coastwise Capital Group, LLC

CIK 0001934500 • 6 13F filings • May 5, 2025 – Jul 16, 2026

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Filer information

Filed by: Coastwise Capital Group, LLC, Compliance Consultant
Address: 7777 FAY AVENUE, SUITE G5, LA JOLLA, CA, 92037
Phone: 7209231728
AUM: $200.2M

AUM over time

$172.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $125.6M124 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$249K	0.2%	1,638 SH	New
ABBOTT LABS	COM	$549K	0.4%	4,038 SH	New
ABBVIE INC	COM	$322K	0.3%	1,734 SH	New
ADOBE INC	COM	$277K	0.2%	716 SH	New
ADVANCED MICRO DEVICES INC	COM	$457K	0.4%	3,224 SH	New
AES CORP	COM	$123K	0.1%	11,687 SH	New
ALASKA AIR GROUP INC	COM	$263K	0.2%	5,324 SH	New
ALPHABET INC	CAP STK CL A	$3.8M	3.0%	21,289 SH	New
ALTRIA GROUP INC	COM	$351K	0.3%	5,994 SH	New
AMAZON COM INC	COM	$5.1M	4.0%	23,100 SH	New
AMERICAN AIRLS GROUP INC	COM	$396K	0.3%	35,300 SH	New
AMGEN INC	COM	$779K	0.6%	2,792 SH	New
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$201K	0.2%	10,679 SH	New
APPLE INC	COM	$6.6M	5.3%	32,382 SH	New
AT&T INC	COM	$1.6M	1.3%	56,872 SH	New
BANK AMERICA CORP	COM	$1.4M	1.1%	29,090 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$351K	0.3%	723 SH	New
BOEING CO	COM	$1.5M	1.2%	7,064 SH	New
BP PLC	SPONSORED ADR	$465K	0.4%	15,529 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.2M	0.9%	25,685 SH	New
BROADCOM INC	COM	$287K	0.2%	1,042 SH	New
CATERPILLAR INC	COM	$445K	0.4%	1,147 SH	New
CHEVRON CORP NEW	COM	$1.2M	1.0%	8,509 SH	New
CISCO SYS INC	COM	$1.4M	1.1%	19,987 SH	New
CITIGROUP INC	COM NEW	$743K	0.6%	8,732 SH	New
CLOROX CO DEL	COM	$331K	0.3%	2,755 SH	New
COCA COLA CO	COM	$1.2M	0.9%	16,604 SH	New
COLGATE PALMOLIVE CO	COM	$285K	0.2%	3,137 SH	New
COSTCO WHSL CORP NEW	COM	$1.4M	1.1%	1,388 SH	New
DEERE & CO	COM	$209K	0.2%	410 SH	New
DELTA AIR LINES INC DEL	COM NEW	$644K	0.5%	13,094 SH	New
DISNEY WALT CO	COM	$821K	0.7%	6,620 SH	New
EXXON MOBIL CORP	COM	$300K	0.2%	2,779 SH	New
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$501K	0.4%	28,163 SH	New
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$1.0M	0.8%	16,941 SH	New
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$2.1M	1.6%	44,895 SH	New
FORD MTR CO	COM	$631K	0.5%	58,163 SH	New
GENERAL DYNAMICS CORP	COM	$1.7M	1.4%	5,865 SH	New
GENERAL MTRS CO	COM	$629K	0.5%	12,773 SH	New
GILEAD SCIENCES INC	COM	$717K	0.6%	6,466 SH	New
GOLDMAN SACHS GROUP INC	COM	$282K	0.2%	399 SH	New
HOME DEPOT INC	COM	$960K	0.8%	2,617 SH	New
INTEL CORP	COM	$387K	0.3%	17,264 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$452K	0.4%	1,533 SH	New
INVESCO EXCH TRADED FD TR II	PFD ETF	$601K	0.5%	53,988 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$289K	0.2%	13,977 SH	New
INVESCO EXCHANGE TRADED FD T	INTL DIVI ACHI	$213K	0.2%	10,408 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.1M	1.6%	3,732 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$212K	0.2%	3,460 SH	New
ISHARES INC	MSCI BRAZIL ETF	$289K	0.2%	10,002 SH	New
ISHARES TR	20 YR TR BD ETF	$415K	0.3%	4,698 SH	New
ISHARES TR	CORE S&P MCP ETF	$245K	0.2%	3,946 SH	New
ISHARES TR	ISHARES BIOTECH	$445K	0.4%	3,520 SH	New
ISHARES TR	MSCI EMG MKT ETF	$431K	0.3%	8,926 SH	New
ISHARES TR	PFD AND INCM SEC	$325K	0.3%	10,590 SH	New
ISHARES TR	RUS 2000 GRW ETF	$421K	0.3%	1,473 SH	New
ISHARES TR	RUS 2000 VAL ETF	$329K	0.3%	2,083 SH	New
ISHARES TR	RUSSELL 2000 ETF	$643K	0.5%	2,979 SH	New
JOHNSON & JOHNSON	COM	$1.3M	1.0%	8,312 SH	New
JPMORGAN CHASE & CO.	COM	$1.0M	0.8%	3,538 SH	New
LOCKHEED MARTIN CORP	COM	$1.4M	1.2%	3,121 SH	New
MASTERCARD INCORPORATED	CL A	$227K	0.2%	404 SH	New
MCKESSON CORP	COM	$207K	0.2%	282 SH	New
MEDTRONIC PLC	SHS	$523K	0.4%	6,000 SH	New
MERCK & CO INC	COM	$1.0M	0.8%	12,855 SH	New
META PLATFORMS INC	CL A	$2.6M	2.1%	3,582 SH	New
MICROSOFT CORP	COM	$5.5M	4.3%	10,975 SH	New
NETFLIX INC	COM	$1.1M	0.8%	792 SH	New
NEXTERA ENERGY INC	COM	$443K	0.4%	6,378 SH	New
NIKE INC	CL B	$205K	0.2%	2,883 SH	New
NORFOLK SOUTHN CORP	COM	$581K	0.5%	2,270 SH	New
NORTHROP GRUMMAN CORP	COM	$298K	0.2%	595 SH	New
NUVEEN MUN VALUE FD INC	COM	$112K	0.1%	12,917 SH	New
NVIDIA CORPORATION	COM	$5.3M	4.2%	33,231 SH	New
ORACLE CORP	COM	$205K	0.2%	936 SH	New
PEPSICO INC	COM	$744K	0.6%	5,632 SH	New
PFIZER INC	COM	$1.8M	1.5%	75,224 SH	New
PHILIP MORRIS INTL INC	COM	$300K	0.2%	1,649 SH	New
PROCTER AND GAMBLE CO	COM	$855K	0.7%	5,369 SH	New
PROSHARES TR	S&P 500 DV ARIST	$214K	0.2%	2,128 SH	New
QUALCOMM INC	COM	$1.3M	1.0%	8,148 SH	New
REALTY INCOME CORP	COM	$314K	0.3%	5,458 SH	New
RTX CORPORATION	COM	$752K	0.6%	5,151 SH	New
SALESFORCE INC	COM	$1.4M	1.1%	5,192 SH	New
SCHLUMBERGER LTD	COM STK	$290K	0.2%	8,580 SH	New
SCHWAB CHARLES CORP	COM	$434K	0.3%	4,751 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$489K	0.4%	16,227 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$290K	0.2%	8,774 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$217K	0.2%	5,427 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$306K	0.2%	12,469 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$276K	0.2%	9,641 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$749K	0.6%	33,879 SH	New
SCHWAB STRATEGIC TR	ULTRA SHORT INCM	$640K	0.5%	25,401 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$10.9M	8.7%	412,070 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$355K	0.3%	12,163 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$4.1M	3.3%	149,929 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$953K	0.8%	37,669 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$395K	0.3%	14,810 SH	New
SELECT SECTOR SPDR TR	ENERGY	$270K	0.2%	3,182 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$251K	0.2%	1,863 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$317K	0.3%	1,252 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.9M	1.5%	4,373 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$6.2M	4.9%	10,019 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$1.8M	1.4%	42,215 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$230K	0.2%	2,877 SH	New
SPDR SERIES TRUST	S&P BIOTECH	$303K	0.2%	3,651 SH	New
STARBUCKS CORP	COM	$1.4M	1.1%	15,513 SH	New
TARGET CORP	COM	$229K	0.2%	2,319 SH	New
TESLA INC	COM	$2.0M	1.6%	6,416 SH	New
UNILEVER PLC	SPON ADR NEW	$204K	0.2%	3,341 SH	New
UNITEDHEALTH GROUP INC	COM	$417K	0.3%	1,335 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$213K	0.2%	2,704 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$730K	0.6%	1,286 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$344K	0.3%	1,766 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$380K	0.3%	1,602 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$361K	0.3%	7,308 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$349K	0.3%	4,500 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.1M	0.9%	8,422 SH	New
VERIZON COMMUNICATIONS INC	COM	$2.3M	1.8%	52,532 SH	New
VISA INC	COM CL A	$502K	0.4%	1,413 SH	New
WELLS FARGO CO NEW	COM	$921K	0.7%	11,495 SH	New
WISDOMTREE TR	EMER MKT HIGH FD	$331K	0.3%	7,306 SH	New
WYNN RESORTS LTD	COM	$781K	0.6%	8,340 SH	New
XEROX HOLDINGS CORP	COM NEW	$99K	0.1%	18,822 SH	New

Sold (vs prior filing)

A T & T Inc New — $1.8M
Abbott Laboratories — $696K
Abbvie Inc — $404K
Advanced Micro Devic — $381K
Alaska Air Group Inc De — $222K
Alphabet Inc. — $6.3M
Amazon Com Inc — $6.1M
American Airls Group Inc — $415K
American Fd Fundamental — $342K
American Fd Small Cap — $200K
Amgen Incorporated — $1.1M
Apple Inc — $7.9M
Avago Technologies — $549K
Bank Of America Corp — $1.3M
Berkshire Hathaway Cl B — $525K
Blackrock Inc — $246K
Boeing Co — $1.4M
Bp Plc Adr — $746K
Bristol-Myers Squibb Co — $1.7M
Caterpillar Inc — $786K
… and 105 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001934500-26-000005	$200.2M	View
Oct 17, 2025	Q3 2025	13F-HR	0001934500-25-000011	$142.1M	View
Jul 16, 2026	Q2 2026