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: $172.0M140 positionsView on SEC.gov

			% of Portfolio
A E S Corp	Equities	$180K	0.1%	12,258 SH	New
A T & T Inc New	Equities	$1.5M	0.9%	72,351 SH	New
Abbott Laboratories	Equities	$886K	0.5%	9,769 SH	New
Abbvie Inc	Equities	$419K	0.2%	1,666 SH	New
Adobe Systems Inc	Equities	$249K	0.1%	1,216 SH	New
Advanced Micro Devic	Equities	$985K	0.6%	1,695 SH	New
Alaska Air Group Inc De	Equities	$367K	0.2%	7,024 SH	New
Alphabet Inc.	Equities	$8.1M	4.7%	22,995 SH	New
Amazon Com Inc	Equities	$6.6M	3.8%	27,775 SH	New
American Airls Group Inc	Equities	$708K	0.4%	39,200 SH	New
Amgen Incorporated	Equities	$1.2M	0.7%	3,206 SH	New
Annaly Capital Mgmt	Equities	$209K	0.1%	9,339 SH	New
Apple Inc	Equities	$9.3M	5.4%	32,123 SH	New
Ares Management Corp	Equities	$238K	0.1%	2,134 SH	New
Avago Technologies	Equities	$842K	0.5%	2,228 SH	New
Bank Of America Corp	Equities	$1.5M	0.9%	26,040 SH	New
Berkshire Hathaway Cl B	Equities	$791K	0.5%	1,580 SH	New
Blackrock Inc	Equities	$268K	0.2%	279 SH	New
Boeing Co	Equities	$1.6M	0.9%	7,334 SH	New
Bp Plc Adr	Equities	$603K	0.4%	16,310 SH	New
Bristol-Myers Squibb Co	Equities	$1.7M	1.0%	28,961 SH	New
Caterpillar Inc	Equities	$1.1M	0.6%	1,045 SH	New
Chevron Corporation	Equities	$1.6M	0.9%	9,558 SH	New
Cisco Systems Inc	Equities	$2.0M	1.2%	17,276 SH	New
Citigroup Inc	Equities	$736K	0.4%	5,259 SH	New
Clorox Company	Equities	$305K	0.2%	3,192 SH	New
Coca Cola Company	Equities	$1.4M	0.8%	16,659 SH	New
Colgate-Palmolive Co	Equities	$256K	0.1%	2,796 SH	New
Conocophillips	Equities	$347K	0.2%	3,341 SH	New
Costco Whsl Corp New	Equities	$1.6M	0.9%	1,674 SH	New
Delta Air Lines Inc New	Equities	$875K	0.5%	9,344 SH	New
Disney Walt Co	Equities	$576K	0.3%	5,988 SH	New
Eaton Corporation	Equities	$439K	0.3%	1,031 SH	New
Ecolab Inc	Equities	$216K	0.1%	775 SH	New
Exxon Mobil Corporation	Equities	$497K	0.3%	3,637 SH	New
First TRUST Enhanced	Equities	$782K	0.5%	13,098 SH	New
First TRUST Preferred	Equities	$428K	0.2%	23,919 SH	New
First TRUST Senior Loan	Equities	$1.5M	0.9%	34,211 SH	New
Ford Motor Company New	Equities	$593K	0.3%	42,630 SH	New
General Dynamics Corp	Equities	$1.4M	0.8%	3,902 SH	New
General Electric Company	Equities	$240K	0.1%	641 SH	New
General Motors Co	Equities	$594K	0.3%	7,711 SH	New
Gilead Sciences Inc	Equities	$342K	0.2%	2,707 SH	New
Guggenheim S&P 500 Equal	Equities	$430K	0.2%	2,021 SH	New
Home Depot Inc	Equities	$542K	0.3%	1,537 SH	New
Intel Corp	Equities	$1.9M	1.1%	13,685 SH	New
Intl Business Machines	Equities	$427K	0.2%	1,517 SH	New
Invesco International Dividends	Equities	$201K	0.1%	9,053 SH	New
Invesco Preferred ETF	Equities	$572K	0.3%	52,802 SH	New
Invesco Qqq TRUST	Equities	$2.3M	1.3%	3,145 SH	New
iShares Bitcoin Trust ETF	Equities	$320K	0.2%	9,616 SH	New
Ishares Core S&P	Equities	$897K	0.5%	1,198 SH	New
iShares Ethereum Trust ETF	Equities	$151K	0.1%	12,702 SH	New
Ishares Msci Emrg Mkt Fd	Equities	$241K	0.1%	3,525 SH	New
Ishares Msci Usa Value	Equities	$244K	0.1%	1,221 SH	New
Ishares Nasdaq Bio Etf	Equities	$594K	0.3%	3,123 SH	New
Ishares S&P U S Pfd Fund	Equities	$503K	0.3%	16,500 SH	New
Ishares Tr Barclays Bond	Equities	$423K	0.2%	4,894 SH	New
Ishares Tr Comex Gold	Equities	$279K	0.2%	3,700 SH	New
Ishares Tr Russell	Equities	$1.7M	1.0%	4,937 SH	New
Ishares Tr S&P Midcap	Equities	$342K	0.2%	4,441 SH	New
Ishares Tr S&P Smallcap	Equities	$354K	0.2%	2,387 SH	New
Johnson & Johnson	Equities	$1.6M	0.9%	6,189 SH	New
Jpmorgan Chase & Co	Equities	$1.1M	0.7%	3,457 SH	New
Lam Research Corporation	Equities	$6.5M	3.8%	14,954 SH	New
Lilly Eli & Company	Equities	$370K	0.2%	308 SH	New
Lockheed Martin Corp	Equities	$1.5M	0.9%	2,910 SH	New
Mc Donalds Corp	Equities	$220K	0.1%	814 SH	New
Mckesson Corporation	Equities	$213K	0.1%	282 SH	New
Medtronic Inc	Equities	$556K	0.3%	7,105 SH	New
Merck & Co Inc	Equities	$1.6M	1.0%	12,825 SH	New
Meta Platforms Inc	Equities	$2.8M	1.6%	4,956 SH	New
Micron Technology	Equities	$352K	0.2%	305 SH	New
Microsoft Corp	Equities	$5.9M	3.4%	15,783 SH	New
Moderna Inc	Equities	$245K	0.1%	3,500 SH	New
Morgan Stanley	Equities	$395K	0.2%	1,887 SH	New
Netflix Inc	Equities	$1.1M	0.7%	16,054 SH	New
Nextera Energy Inc	Equities	$619K	0.4%	7,053 SH	New
Nike Inc Class B	Equities	$318K	0.2%	7,753 SH	New
Norfolk Southern Corp	Equities	$712K	0.4%	2,265 SH	New
Northrop Grumman Corp	Equities	$306K	0.2%	600 SH	New
Nuveen Mun Value Fd Inc	Equities	$119K	0.1%	12,917 SH	New
Nvidia Corp	Equities	$6.4M	3.7%	31,763 SH	New
Oracle Corporation	Equities	$344K	0.2%	2,344 SH	New
Palo Alto Networks Inc	Equities	$236K	0.1%	692 SH	New
Pepsico Incorporated	Equities	$1.0M	0.6%	7,455 SH	New
Pfizer Incorporated	Equities	$1.9M	1.1%	80,028 SH	New
Philip Morris Intl Inc	Equities	$235K	0.1%	1,302 SH	New
Power Corp Canada	Equities	$214K	0.1%	3,435 SH	New
Procter & Gamble	Equities	$1.2M	0.7%	8,510 SH	New
Proshares Etf	Equities	$201K	0.1%	3,579 SH	New
Qualcomm Inc	Equities	$1.8M	1.0%	9,648 SH	New
Raytheon Technologies Co	Equities	$965K	0.6%	5,085 SH	New
Realty Income Corp	User-Defined	$307K	0.2%	4,954 SH	New
S P D R TRUST Unit SR	Equities	$8.9M	5.2%	11,984 SH	New
Salesforce Com	Equities	$877K	0.5%	5,595 SH	New
Sch Fnd Em Lg Etf	Equities	$361K	0.2%	9,099 SH	New
Sch US Div Equity Etf	Equities	$14.3M	8.3%	449,966 SH	New
Sch US Tips Etf	Equities	$516K	0.3%	19,488 SH	New
Schlumberger Ltd	Equities	$349K	0.2%	7,517 SH	New
Schw Emg Mkt Eq Etf	Equities	$729K	0.4%	20,114 SH	New
Schw Intl Eq Etf	Equities	$1.8M	1.1%	65,298 SH	New
Schw US Lcap Gro Etf	Equities	$348K	0.2%	10,296 SH	New
Schw US Lcap Val Etf	Equities	$5.5M	3.2%	158,886 SH	New
Schw US Scap Etf	Equities	$1.5M	0.9%	42,900 SH	New
Schwab Fundamental Inl	Equities	$295K	0.2%	5,591 SH	New
Schwab Fundamental US	Equities	$765K	0.4%	22,419 SH	New
Schwab Ultra Short Income ETF	Equities	$524K	0.3%	20,810 SH	New
Sector Spdr Engy Select	Equities	$334K	0.2%	6,289 SH	New
Sector Spdr Health Fund	Equities	$286K	0.2%	1,801 SH	New
Sector Spdr Tech Select	Equities	$340K	0.2%	1,786 SH	New
Space Exploration Technologies Corp. CL A	Equities	$232K	0.1%	1,355 SH	New
SPDR Dow Jones Ind ETF	Equities	$2.1M	1.2%	4,054 SH	New
Spdr Portfolio S&P 600	Equities	$3.2M	1.8%	54,963 SH	New
Spdr S&P 600 Small Cap	Equities	$330K	0.2%	3,024 SH	New
Spdr S&P Biotech Etf	Equities	$489K	0.3%	3,092 SH	New
Sprott Physical Gold Etv	Equities	$217K	0.1%	7,200 SH	New
Starbucks Corp	Equities	$1.6M	0.9%	15,768 SH	New
T J X Cos Inc	Equities	$227K	0.1%	1,501 SH	New
Target Corporation	Equities	$308K	0.2%	2,355 SH	New
Tesla Motors Inc	Equities	$2.9M	1.7%	6,923 SH	New
The Charles Schwab Corp	Equities	$323K	0.2%	3,499 SH	New
Uber Technologies Inc	Equities	$582K	0.3%	8,060 SH	New
Unitedhealth Group Inc	Equities	$1.3M	0.7%	3,068 SH	New
Vanguard Div Apprciation	Equities	$356K	0.2%	1,504 SH	New
Vanguard European	Equities	$240K	0.1%	2,706 SH	New
Vanguard High Dividend	Equities	$1.6M	0.9%	10,144 SH	New
Vanguard Info Technology	Equities	$231K	0.1%	1,932 SH	New
Vanguard Msci Eafe Etf	Equities	$378K	0.2%	5,310 SH	New
Vanguard S&P 500 Etf	Equities	$1.2M	0.7%	1,815 SH	New
Vanguard Short-Term Bond	Equities	$287K	0.2%	3,681 SH	New
Vanguard Small Cap	Equities	$485K	0.3%	1,602 SH	New
Vanguard Small Cap Value	Equities	$536K	0.3%	2,204 SH	New
Verizon Communications	Equities	$2.3M	1.3%	54,261 SH	New
Visa Inc Cl A	Equities	$672K	0.4%	1,958 SH	New
Wal-Mart Stores Inc	Equities	$377K	0.2%	3,331 SH	New
Wells Fargo & Co New	Equities	$629K	0.4%	7,610 SH	New
Wisdomtree Emerging Mkts	Equities	$400K	0.2%	7,441 SH	New
Wynn Resorts	Equities	$834K	0.5%	8,586 SH	New
Xerox Holdings Corp	Equities	$51K	0.0%	16,359 SH	New

Sold (vs prior filing)

3M CO — $249K
ABBOTT LABS — $549K
ABBVIE INC — $322K
ADOBE INC — $277K
ADVANCED MICRO DEVICES INC — $457K
AES CORP — $123K
ALASKA AIR GROUP INC — $263K
ALPHABET INC — $3.8M
ALTRIA GROUP INC — $351K
AMAZON COM INC — $5.1M
AMERICAN AIRLS GROUP INC — $396K
AMGEN INC — $779K
ANNALY CAPITAL MANAGEMENT IN — $201K
APPLE INC — $6.6M
AT&T INC — $1.6M
BANK AMERICA CORP — $1.4M
BERKSHIRE HATHAWAY INC DEL — $351K
BOEING CO — $1.5M
BP PLC — $465K
BRISTOL-MYERS SQUIBB CO — $1.2M
… and 104 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