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: $180.1M125 positionsView on SEC.gov

			% of Portfolio
A T & T Inc New	Equities	$1.8M	1.0%	63,634 SH	New
Abbott Laboratories	Equities	$696K	0.4%	6,779 SH	New
Abbvie Inc	Equities	$404K	0.2%	1,857 SH	New
Advanced Micro Devic	Equities	$381K	0.2%	1,874 SH	New
Alaska Air Group Inc De	Equities	$222K	0.1%	6,024 SH	New
Alphabet Inc.	Equities	$6.3M	3.5%	22,019 SH	New
Amazon Com Inc	Equities	$6.1M	3.4%	29,188 SH	New
American Airls Group Inc	Equities	$415K	0.2%	38,600 SH	New
American Fd Fundamental	Mutual Funds	$342K	0.2%	3,851 SH	New
American Fd Small Cap	Mutual Funds	$200K	0.1%	2,764 SH	New
Amgen Incorporated	Equities	$1.1M	0.6%	3,041 SH	New
Apple Inc	Equities	$7.9M	4.4%	31,229 SH	New
Avago Technologies	Equities	$549K	0.3%	1,775 SH	New
Bank Of America Corp	Equities	$1.3M	0.7%	26,360 SH	New
Berkshire Hathaway Cl B	Equities	$525K	0.3%	1,096 SH	New
Blackrock Inc	Equities	$246K	0.1%	256 SH	New
Boeing Co	Equities	$1.4M	0.8%	7,091 SH	New
Bp Plc Adr	Equities	$746K	0.4%	15,863 SH	New
Bristol-Myers Squibb Co	Equities	$1.7M	1.0%	28,491 SH	New
Caterpillar Inc	Equities	$786K	0.4%	1,110 SH	New
Chevron Corporation	Equities	$1.9M	1.0%	8,977 SH	New
Cisco Systems Inc	Equities	$1.4M	0.8%	17,426 SH	New
Citigroup Inc	Equities	$598K	0.3%	5,270 SH	New
Clorox Company	Equities	$306K	0.2%	2,953 SH	New
Coca Cola Company	Equities	$1.4M	0.8%	17,878 SH	New
Colgate-Palmolive Co	Equities	$237K	0.1%	2,780 SH	New
Conocophillips	Equities	$421K	0.2%	3,192 SH	New
Costco Whsl Corp New	Equities	$1.5M	0.8%	1,503 SH	New
Delta Air Lines Inc New	Equities	$653K	0.4%	9,829 SH	New
Disney Walt Co	Equities	$594K	0.3%	6,166 SH	New
Dow Chemical Company	Equities	$232K	0.1%	5,578 SH	New
Eaton Corporation	Equities	$278K	0.2%	778 SH	New
Exxon Mobil Corporation	Equities	$549K	0.3%	3,234 SH	New
Fidelity Freedom 2035	Mutual Funds	$578K	0.3%	32,597 SH	New
First TRUST Enhanced	Equities	$804K	0.4%	13,447 SH	New
First TRUST Preferred	Equities	$421K	0.2%	23,699 SH	New
First TRUST Senior Loan	Equities	$1.6M	0.9%	36,455 SH	New
Ford Motor Company New	Equities	$578K	0.3%	50,045 SH	New
General Dynamics Corp	Equities	$1.3M	0.7%	3,902 SH	New
General Motors Co	Equities	$671K	0.4%	9,012 SH	New
Gilead Sciences Inc	Equities	$480K	0.3%	3,446 SH	New
Guggenheim S&P 500 Equal	Equities	$381K	0.2%	1,987 SH	New
Home Depot Inc	Equities	$473K	0.3%	1,439 SH	New
Intel Corp	Equities	$687K	0.4%	15,556 SH	New
Intl Business Machines	Equities	$369K	0.2%	1,523 SH	New
Invesco Preferred ETF	Equities	$569K	0.3%	52,267 SH	New
Invesco Qqq TRUST	Equities	$2.0M	1.1%	3,491 SH	New
Ishares Core S&P	Equities	$782K	0.4%	1,197 SH	New
iShares Ethereum Trust ETF	Equities	$201K	0.1%	12,702 SH	New
Ishares Nasdaq Bio Etf	Equities	$527K	0.3%	3,122 SH	New
Ishares S&P U S Pfd Fund	Equities	$383K	0.2%	12,620 SH	New
Ishares Tr Barclays Bond	Equities	$508K	0.3%	5,856 SH	New
Ishares Tr Comex Gold	Equities	$326K	0.2%	3,700 SH	New
Ishares Tr Russell	Equities	$1.3M	0.7%	4,747 SH	New
Ishares Tr S&P Midcap	Equities	$269K	0.1%	3,988 SH	New
Ishares Tr S&P Smallcap	Equities	$296K	0.2%	2,380 SH	New
Johnson & Johnson	Equities	$1.5M	0.9%	6,303 SH	New
Jpmorgan Chase & Co	Equities	$1.1M	0.6%	3,659 SH	New
Lam Research Corporation	Equities	$3.3M	1.8%	15,475 SH	New
Lockheed Martin Corp	Equities	$1.8M	1.0%	2,902 SH	New
Mckesson Corporation	Equities	$244K	0.1%	282 SH	New
Medtronic Inc	Equities	$511K	0.3%	5,900 SH	New
Merck & Co Inc	Equities	$1.5M	0.9%	12,822 SH	New
Meta Platforms Inc	Equities	$2.4M	1.4%	4,258 SH	New
Microsoft Corp	Equities	$5.4M	3.0%	14,470 SH	New
Morgan Stanley	Equities	$253K	0.1%	1,535 SH	New
Netflix Inc	Equities	$1.5M	0.8%	15,530 SH	New
Nextera Energy Inc	Equities	$634K	0.4%	6,824 SH	New
Nike Inc Class B	Equities	$406K	0.2%	7,687 SH	New
Norfolk Southern Corp	Equities	$653K	0.4%	2,275 SH	New
Northrop Grumman Corp	Equities	$409K	0.2%	600 SH	New
Nvidia Corp	Equities	$5.1M	2.8%	29,203 SH	New
Oracle Corporation	Equities	$307K	0.2%	2,086 SH	New
Pepsico Incorporated	Equities	$969K	0.5%	6,238 SH	New
Pfizer Incorporated	Equities	$2.1M	1.2%	75,954 SH	New
Philip Morris Intl Inc	Equities	$214K	0.1%	1,295 SH	New
Procter & Gamble	Equities	$1.0M	0.6%	7,102 SH	New
Qualcomm Inc	Equities	$1.3M	0.7%	10,263 SH	New
Raytheon Technologies Co	Equities	$911K	0.5%	4,723 SH	New
Realty Income Corp	User-Defined	$301K	0.2%	4,919 SH	New
S P D R TRUST Unit SR	Equities	$7.6M	4.2%	11,714 SH	New
Salesforce Com	Equities	$1.1M	0.6%	5,868 SH	New
Sch Fnd Em Lg Etf	Equities	$346K	0.2%	9,055 SH	New
Sch US Div Equity Etf	Equities	$13.7M	7.6%	447,314 SH	New
Sch US Tips Etf	Equities	$432K	0.2%	16,252 SH	New
Schlumberger Ltd	Equities	$411K	0.2%	7,992 SH	New
Schw Emg Mkt Eq Etf	Equities	$574K	0.3%	17,408 SH	New
Schw Intl Eq Etf	Equities	$1.4M	0.8%	55,705 SH	New
Schw US Lcap Gro Etf	Equities	$346K	0.2%	11,886 SH	New
Schw US Lcap Val Etf	Equities	$4.9M	2.7%	160,573 SH	New
Schw US Scap Etf	Equities	$1.2M	0.7%	41,109 SH	New
Schwab Fundamental Inl	Equities	$272K	0.2%	5,560 SH	New
Schwab Fundamental US	Equities	$667K	0.4%	22,346 SH	New
Schwab Intl Index Fund	Mutual Funds	$203K	0.1%	7,001 SH	New
Schwab S&P 500 Index Fd	Mutual Funds	$627K	0.3%	37,392 SH	New
Schwab Small Cap Index	Mutual Funds	$200K	0.1%	4,979 SH	New
Schwab Ultra Short Income ETF	Equities	$527K	0.3%	20,903 SH	New
Schwab Value Advantage	Mutual Funds	$31.4M	17.4%	31,365,269 SH	New
Sector Spdr Engy Select	Equities	$388K	0.2%	6,340 SH	New
Sector Spdr Health Fund	Equities	$312K	0.2%	2,128 SH	New
Sector Spdr Tech Select	Equities	$252K	0.1%	1,898 SH	New
SPDR Dow Jones Ind ETF	Equities	$1.9M	1.1%	4,106 SH	New
Spdr Portfolio S&P 600	Equities	$2.5M	1.4%	51,947 SH	New
Spdr S&P 600 Small Cap	Equities	$278K	0.2%	2,940 SH	New
Spdr S&P Biotech Etf	Equities	$395K	0.2%	3,090 SH	New
Sprott Physical Gold Etv	Equities	$255K	0.1%	7,200 SH	New
Starbucks Corp	Equities	$1.4M	0.8%	15,737 SH	New
Target Corporation	Equities	$351K	0.2%	2,900 SH	New
Tesla Motors Inc	Equities	$2.6M	1.4%	6,912 SH	New
The Charles Schwab Corp	Equities	$345K	0.2%	3,676 SH	New
Uber Technologies Inc	Equities	$321K	0.2%	4,460 SH	New
Unitedhealth Group Inc	Equities	$835K	0.5%	3,087 SH	New
Vanguard European	Equities	$220K	0.1%	2,670 SH	New
Vanguard High Dividend	Equities	$1.4M	0.8%	9,787 SH	New
Vanguard Msci Eafe Etf	Equities	$340K	0.2%	5,302 SH	New
Vanguard S&P 500 Etf	Equities	$999K	0.6%	1,671 SH	New
Vanguard Short-Term Bond	Equities	$291K	0.2%	3,708 SH	New
Vanguard Small Cap	Equities	$419K	0.2%	1,602 SH	New
Vanguard Small Cap Value	Equities	$477K	0.3%	2,197 SH	New
Verizon Communications	Equities	$2.7M	1.5%	53,550 SH	New
Visa Inc Cl A	Equities	$612K	0.3%	2,024 SH	New
Wal-Mart Stores Inc	Equities	$216K	0.1%	1,735 SH	New
Wells Fargo & Co New	Equities	$606K	0.3%	7,606 SH	New
Wisdomtree Emerging Mkts	Equities	$367K	0.2%	7,382 SH	New
Wynn Resorts	Equities	$840K	0.5%	8,270 SH	New

Sold (vs prior filing)

3M CO — $269K
ABBOTT LABS — $547K
ABBVIE INC — $361K
ADOBE INC — $275K
ADVANCED MICRO DEVICES INC — $354K
AES CORP — $143K
ALASKA AIR GROUP INC — $264K
ALPHABET INC — $3.4M
ALTRIA GROUP INC — $356K
AMAZON COM INC — $4.6M
AMERICAN AIRLS GROUP INC — $396K
AMGEN INC — $818K
ANNALY CAPITAL MANAGEMENT IN — $260K
APPLE INC — $7.2M
AT&T INC — $2.0M
BANK AMERICA CORP — $1.2M
BERKSHIRE HATHAWAY INC DEL — $1.4M
BOEING CO — $1.2M
BP PLC — $520K
BRISTOL-MYERS SQUIBB CO — $1.5M
… and 102 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