Coastwise Capital Group, LLC — 13F holdings

Coastwise Capital Group, LLC reported 143 holdings worth $172M in its 13F filing for Q2 2026, filed July 16, 2026.

Largest positions

  1. SCHD SCHWAB STRATEGIC TR — $14.3M (8.3%)
  2. AAPL APPLE INC — $9.30M (5.4%)
  3. SPY SPDR S&P 500 ETF TR — $8.95M (5.2%)
  4. GOOGL ALPHABET INC — $8.12M (4.7%)
  5. AMZN AMAZON COM INC — $6.62M (3.8%)
  6. LRCX LAM RESEARCH CORP — $6.48M (3.8%)
  7. NVDA NVIDIA CORPORATION — $6.36M (3.7%)
  8. MSFT MICROSOFT CORP — $5.89M (3.4%)
  9. SCHV SCHWAB STRATEGIC TR — $5.53M (3.2%)
  10. SPSM SPDR SERIES TRUST — $3.17M (1.8%)