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: $142.1M131 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$222K	0.2%	1,429 SH	New
ABBOTT LABS	COM	$551K	0.4%	4,115 SH	New
ABBVIE INC	COM	$411K	0.3%	1,775 SH	New
ADOBE INC	COM	$253K	0.2%	716 SH	New
ADVANCED MICRO DEVICES INC	COM	$505K	0.4%	3,124 SH	New
AES CORP	COM	$159K	0.1%	12,081 SH	New
ALASKA AIR GROUP INC	COM	$265K	0.2%	5,324 SH	New
ALPHABET INC	CAP STK CL A	$5.2M	3.6%	21,255 SH	New
ALTRIA GROUP INC	COM	$263K	0.2%	3,976 SH	New
AMAZON COM INC	COM	$5.2M	3.6%	23,623 SH	New
AMERICAN AIRLS GROUP INC	COM	$397K	0.3%	35,300 SH	New
AMGEN INC	COM	$799K	0.6%	2,833 SH	New
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$202K	0.1%	10,004 SH	New
APPLE INC	COM	$8.4M	5.9%	32,811 SH	New
AT&T INC	COM	$1.5M	1.0%	52,780 SH	New
BANK AMERICA CORP	COM	$1.5M	1.1%	29,226 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$519K	0.4%	1,033 SH	New
BLACKROCK INC	COM	$221K	0.2%	189 SH	New
BOEING CO	COM	$1.5M	1.1%	7,090 SH	New
BP PLC	SPONSORED ADR	$540K	0.4%	15,682 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.4M	1.0%	30,225 SH	New
BROADCOM INC	COM	$439K	0.3%	1,330 SH	New
CATERPILLAR INC	COM	$557K	0.4%	1,168 SH	New
CHEVRON CORP NEW	COM	$1.3M	0.9%	8,625 SH	New
CISCO SYS INC	COM	$1.4M	1.0%	19,859 SH	New
CITIGROUP INC	COM NEW	$890K	0.6%	8,772 SH	New
CLOROX CO DEL	COM	$343K	0.2%	2,780 SH	New
COCA COLA CO	COM	$1.1M	0.8%	17,271 SH	New
COLGATE PALMOLIVE CO	COM	$252K	0.2%	3,149 SH	New
CONOCOPHILLIPS	COM	$216K	0.2%	2,287 SH	New
COSTCO WHSL CORP NEW	COM	$1.3M	0.9%	1,400 SH	New
DELTA AIR LINES INC DEL	COM NEW	$744K	0.5%	13,106 SH	New
DISNEY WALT CO	COM	$770K	0.5%	6,725 SH	New
EXXON MOBIL CORP	COM	$386K	0.3%	3,423 SH	New
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$448K	0.3%	24,588 SH	New
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$836K	0.6%	13,958 SH	New
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$1.9M	1.3%	41,033 SH	New
FORD MTR CO	COM	$633K	0.4%	52,922 SH	New
GENERAL DYNAMICS CORP	COM	$2.0M	1.4%	5,987 SH	New
GENERAL MLS INC	COM	$200K	0.1%	3,975 SH	New
GENERAL MTRS CO	COM	$749K	0.5%	12,288 SH	New
GILEAD SCIENCES INC	COM	$722K	0.5%	6,507 SH	New
GOLDMAN SACHS GROUP INC	COM	$318K	0.2%	400 SH	New
HOME DEPOT INC	COM	$1.1M	0.8%	2,645 SH	New
INTEL CORP	COM	$573K	0.4%	17,081 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$435K	0.3%	1,540 SH	New
INVESCO EXCH TRADED FD TR II	PFD ETF	$598K	0.4%	51,582 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$268K	0.2%	12,949 SH	New
INVESCO EXCHANGE TRADED FD T	INTL DIVI ACHI	$223K	0.2%	10,479 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$376K	0.3%	1,981 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.4M	1.7%	4,011 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$225K	0.2%	3,460 SH	New
ISHARES INC	MSCI BRAZIL ETF	$310K	0.2%	10,002 SH	New
ISHARES TR	20 YR TR BD ETF	$424K	0.3%	4,742 SH	New
ISHARES TR	CORE S&P MCP ETF	$258K	0.2%	3,959 SH	New
ISHARES TR	CORE S&P SCP ETF	$246K	0.2%	2,070 SH	New
ISHARES TR	CORE S&P500 ETF	$800K	0.6%	1,196 SH	New
ISHARES TR	ISHARES BIOTECH	$508K	0.4%	3,521 SH	New
ISHARES TR	MSCI EMG MKT ETF	$451K	0.3%	8,443 SH	New
ISHARES TR	PFD AND INCM SEC	$348K	0.2%	11,017 SH	New
ISHARES TR	RUS 2000 GRW ETF	$472K	0.3%	1,474 SH	New
ISHARES TR	RUS 2000 VAL ETF	$370K	0.3%	2,092 SH	New
ISHARES TR	RUSSELL 2000 ETF	$790K	0.6%	3,265 SH	New
JOHNSON & JOHNSON	COM	$1.6M	1.1%	8,412 SH	New
JPMORGAN CHASE & CO.	COM	$1.1M	0.8%	3,589 SH	New
LOCKHEED MARTIN CORP	COM	$1.7M	1.2%	3,341 SH	New
MASTERCARD INCORPORATED	CL A	$243K	0.2%	426 SH	New
MCKESSON CORP	COM	$218K	0.2%	282 SH	New
MEDTRONIC PLC	SHS	$562K	0.4%	5,900 SH	New
MERCK & CO INC	COM	$1.1M	0.8%	12,844 SH	New
META PLATFORMS INC	CL A	$2.7M	1.9%	3,611 SH	New
MICROSOFT CORP	COM	$5.7M	4.0%	11,058 SH	New
NETFLIX INC	COM	$959K	0.7%	800 SH	New
NEXTERA ENERGY INC	COM	$517K	0.4%	6,848 SH	New
NIKE INC	CL B	$205K	0.1%	2,938 SH	New
NORFOLK SOUTHN CORP	COM	$682K	0.5%	2,271 SH	New
NORTHROP GRUMMAN CORP	COM	$364K	0.3%	598 SH	New
NUVEEN MUN VALUE FD INC	COM	$116K	0.1%	12,917 SH	New
NVIDIA CORPORATION	COM	$6.0M	4.2%	31,909 SH	New
ORACLE CORP	COM	$264K	0.2%	938 SH	New
PEPSICO INC	COM	$790K	0.6%	5,624 SH	New
PFIZER INC	COM	$2.0M	1.4%	77,588 SH	New
PHILIP MORRIS INTL INC	COM	$268K	0.2%	1,652 SH	New
PROCTER AND GAMBLE CO	COM	$942K	0.7%	6,129 SH	New
PROSHARES TR	S&P 500 DV ARIST	$221K	0.2%	2,147 SH	New
PURE STORAGE INC	CL A	$265K	0.2%	3,159 SH	New
QUALCOMM INC	COM	$1.4M	1.0%	8,368 SH	New
REALTY INCOME CORP	COM	$312K	0.2%	5,133 SH	New
RTX CORPORATION	COM	$869K	0.6%	5,196 SH	New
SALESFORCE INC	COM	$1.3M	0.9%	5,426 SH	New
SCHLUMBERGER LTD	COM STK	$289K	0.2%	8,423 SH	New
SCHWAB CHARLES CORP	COM	$454K	0.3%	4,759 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$595K	0.4%	17,824 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$317K	0.2%	8,774 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$233K	0.2%	5,427 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$329K	0.2%	12,512 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$301K	0.2%	9,674 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.2M	0.9%	52,919 SH	New
SCHWAB STRATEGIC TR	ULTRA SHORT INCM	$617K	0.4%	24,448 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$11.8M	8.3%	433,509 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$388K	0.3%	12,174 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$4.5M	3.2%	155,360 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.1M	0.8%	40,859 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$431K	0.3%	15,986 SH	New
SELECT SECTOR SPDR TR	ENERGY	$286K	0.2%	3,200 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$295K	0.2%	2,122 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$353K	0.2%	1,253 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.1M	1.4%	4,431 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$7.8M	5.5%	11,667 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$2.2M	1.5%	46,896 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$258K	0.2%	2,907 SH	New
SPDR SERIES TRUST	S&P BIOTECH	$346K	0.2%	3,452 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$213K	0.2%	7,200 SH	New
STARBUCKS CORP	COM	$1.4M	1.0%	16,173 SH	New
TARGET CORP	COM	$223K	0.2%	2,487 SH	New
TESLA INC	COM	$3.0M	2.1%	6,648 SH	New
UNITEDHEALTH GROUP INC	COM	$821K	0.6%	2,377 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$303K	0.2%	3,843 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$994K	0.7%	1,623 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$391K	0.3%	1,874 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$407K	0.3%	1,602 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$246K	0.2%	4,547 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$214K	0.2%	2,683 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$316K	0.2%	5,277 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.4M	1.0%	9,582 SH	New
VERIZON COMMUNICATIONS INC	COM	$2.3M	1.6%	52,447 SH	New
VISA INC	COM CL A	$517K	0.4%	1,515 SH	New
WELLS FARGO CO NEW	COM	$968K	0.7%	11,554 SH	New
WISDOMTREE TR	EMER MKT HIGH FD	$338K	0.2%	7,343 SH	New
WYNN RESORTS LTD	COM	$1.1M	0.7%	8,243 SH	New
XEROX HOLDINGS CORP	COM NEW	$68K	0.0%	17,999 SH	New

Sold (vs prior filing)

A E S Corp — $180K
A T & T Inc New — $1.5M
Abbott Laboratories — $886K
Abbvie Inc — $419K
Adobe Systems Inc — $249K
Advanced Micro Devic — $985K
Alaska Air Group Inc De — $367K
Alphabet Inc. — $8.1M
Amazon Com Inc — $6.6M
American Airls Group Inc — $708K
Amgen Incorporated — $1.2M
Annaly Capital Mgmt — $209K
Apple Inc — $9.3M
Ares Management Corp — $238K
Avago Technologies — $842K
Bank Of America Corp — $1.5M
Berkshire Hathaway Cl B — $791K
Blackrock Inc — $268K
Boeing Co — $1.6M
Bp Plc Adr — $603K
… and 120 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