§ 13F · FUND PROFILE
Coastwise Capital Group, LLC.
AUM · $172M (13F)Positions · 143Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHD | Sch US Div Equity Etf | 450K | $14M | 8.3% | +1% |
| 2 | AAPL | Apple Inc | 32K | $9M | 5.4% | +3% |
| 3 | SPY | S P D R TRUST Unit SR | 12K | $9M | 5.2% | +2% |
| 4 | GOOGL | Alphabet Inc. | 23K | $8M | 4.7% | +4% |
| 5 | AMZN | Amazon Com Inc | 28K | $7M | 3.8% | −5% |
| 6 | LRCX | Lam Research Corporation | 15K | $6M | 3.8% | −3% |
| 7 | NVDA | Nvidia Corp | 32K | $6M | 3.7% | +9% |
| 8 | MSFT | Microsoft Corp | 16K | $6M | 3.4% | +9% |
| 9 | SCHV | Schw US Lcap Val Etf | 159K | $6M | 3.2% | −1% |
| 10 | SPSM | Spdr Portfolio S&P 600 | 55K | $3M | 1.8% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COASTWISE SIGNAL
AC read
Coastwise Capital Group, LLC is a Other fund managing $172 million in assets. The fund runs a portfolio of 143 positions.
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