Coastwise Capital Group, LLC
Coastwise Capital Group, LLC reported 143 positions worth $172.0M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SCHD (8.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHD | SH | $14.3M | 8.29% | 449,966 | — | — | |
| ▸ 2 | AAPL | SH | $9.3M | 5.40% | 32,123 | — | — | |
| ▸ 3 | SPY | SH | $8.9M | 5.20% | 11,984 | — | — | |
| ▸ 4 | GOOGL | SH | $8.1M | 4.72% | 22,995 | — | — | |
| ▸ 5 | AMZN | SH | $6.6M | 3.85% | 27,775 | — | — | |
| ▸ 6 | LRCX | SH | $6.5M | 3.77% | 14,954 | — | — | |
| ▸ 7 | NVDA | SH | $6.4M | 3.69% | 31,763 | — | — | |
| ▸ 8 | MSFT | SH | $5.9M | 3.42% | 15,783 | — | — | |
| ▸ 9 | SCHV | SH | $5.5M | 3.22% | 158,886 | — | — | |
| ▸ 10 | SPSM | SH | $3.2M | 1.84% | 54,963 | — | — |
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Frequently Asked Questions
What stocks does Coastwise Capital Group, LLC hold as of Q2 2026?
Coastwise Capital Group, LLC reported 143 positions worth $172.0M in its Q2 2026 13F filing. Largest positions: SCHD (8.3%), AAPL (5.4%), SPY (5.2%), GOOGL (4.7%) and AMZN (3.8%).
What did Coastwise Capital Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Coastwise Capital Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.