Institutions / Coastwise Capital Group, LLC
Coastwise Capital Group, LLC
CIK 1934500 · Institution · as of Dec 31, 2025
Portfolio value
$200.17M
Positions
226
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 226 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Value Advantage | $24.37M | 12.2% |
| Sch US Div Equity Etf | $12.38M | 6.2% |
| Apple Inc. | $8.74M | 4.4% |
| S P D R TRUST Unit SR | $8.18M | 4.1% |
| Schwab Value Advantage | $6.75M | 3.4% |
| Alphabet Inc. | $6.71M | 3.4% |
| NVIDIA Corp | $5.85M | 2.9% |
| Amazon.com Inc | $5.56M | 2.8% |
| Microsoft Corp | $5.44M | 2.7% |
| Schw US Lcap Val Etf | $4.68M | 2.3% |
| Tesla Inc | $3.03M | 1.5% |
| Lam Research Corp | $2.57M | 1.3% |
| Meta Platforms Inc | $2.55M | 1.3% |
| Invesco Qqq TRUST | $2.53M | 1.3% |
| Spdr Portfolio S&P 600 | $2.40M | 1.2% |
| United States Treasury Bills 0.0 01/02/26 01/02/2026 | $2.33M | 1.2% |
| Verizon Communications Inc | $2.20M | 1.1% |
| SPDR Dow Jones Ind ETF | $2.20M | 1.1% |
| General Dynamics Corp | $2.05M | 1.0% |
| Pfizer Inc | $1.89M | 0.9% |
| First TRUST Senior Loan | $1.78M | 0.9% |
| Johnson & Johnson | $1.75M | 0.9% |
| United States Treasury Bills 0.0 01/15/26 01/15/2026 | $1.75M | 0.9% |
| Bank of America Corp /De | $1.68M | 0.8% |
| Lockheed Martin Corp | $1.67M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.