Coastwise Capital Group, LLC
Sector Allocation
- Other34.1%$58.6M
- Technology29.3%$50.4M
- Consumer Discretionary8.4%$14.5M
- Healthcare7.0%$12.1M
- Industrials5.7%$9.9M
- Financials5.4%$9.2M
- Consumer Staples4.0%$6.9M
- Communication Services3.2%$5.5M
- Energy2.0%$3.4M
- Utilities0.5%$798,759
AUM History
13fpro.ai/research/fund/coastwise-capital-group-llc-1934500
Conviction and streaks
Diversifying · top 10 = 43.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- Sch$14.3M
AAPL
$9.3MSPY
$8.9MGOOGL
$8.1MAMZN
$6.6MLRCX
$6.5MNVDA
$6.4MMSFT
$5.9M- Schw$5.5M
- Spdr$3.2M
TSLA
$2.9MMETA
$2.8MQQQ
$2.3MVZ
$2.3M- SPDR$2.1M
CSCO
$2.0MPFE
$1.9MINTC
$1.9M- Schw$1.8M
QCOM
$1.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/coastwise-capital-group-llc-1934500
Coastwise Capital Group, LLC 13F holdings — Q2 2026
$172.0M portfolio (-4.5% QoQ) · 143 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio
- 1
Sch US Div Equity Etf - Equities
$14.3M
8.3% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $9.3M
5.4% of stocks
+3%This quarter+3.2%Since filed10+ qtrsHeld$8.9M
5.2% of stocks
+2%This quarter+1.9%Since filed10+ qtrsHeld$8.1M
4.7% of stocks
+4%This quarter-11.2%Since filed10+ qtrsHeld$6.6M
3.9% of stocks
-5%This quarter-0.3%Since filed10+ qtrsHeld$6.5M
3.8% of stocks
-3%This quarter-26.0%Since filed3 qtrsHeld$6.4M
3.7% of stocks
+9%This quarter+4.2%Since filed10+ qtrsHeld$5.9M
3.4% of stocks
+9%This quarter+32.8%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row- 9
Schw US Lcap Val Etf - Equities
$5.5M
3.2% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
Spdr Portfolio S&P 600 - Equities
$3.2M
1.8% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — Coastwise Capital Group, LLC (Q2 2026)
143 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Tesla, Inc. | Consumer Discretionary | $2.9M | 1.7% | 6,923 | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Meta Platforms, Inc. | Technology | $2.8M | 1.6% | 4,956 | +16% | 10+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $2.3M | 1.4% | 3,145 | -10% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | VERIZON COMMUNICATIONS INC | Communication Services | $2.3M | 1.3% | 54K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | SPDR Dow Jones Ind ETF - Equitiesetf/fund | — | $2.1M | 1.2% | 4,054 | -1% | — | — | 13F |
| 16 | CISCO SYSTEMS, INC. | Technology | $2.0M | 1.2% | 17K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | PFIZER INC | Healthcare | $1.9M | 1.1% | 80K | +5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | INTEL CORP | Technology | $1.9M | 1.1% | 14K | -12% | 10+ qtrsTrimmed 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | Schw Intl Eq Etf - Equitiesetf/fund | — | $1.8M | 1.1% | 65K | +17% | — | — | 13F |
| 20 | QUALCOMM INC/DE | Technology | $1.8M | 1.0% | 9,648 | -6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | BRISTOL MYERS SQUIBB CO | Healthcare | $1.7M | 1.0% | 29K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Merck & Co., Inc. | Healthcare | $1.6M | 1.0% | 13K | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | STARBUCKS CORP | Consumer Discretionary | $1.6M | 0.9% | 16K | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | Vanguard High Dividend - Equitiesetf/fund | — | $1.6M | 0.9% | 10K | +4% | — | — | 13F |
| 25 | BOEING CO | Industrials | $1.6M | 0.9% | 7,334 | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CVX | CHEVRON CORP | Energy | $1.6M | 0.9% | 9,558 | +6% | |||
| 27 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.6M | 0.9% | 6,189 | -2% | |||
| 28 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.6M | 0.9% | 1,674 | +11% | |||
| 29 | — | Schw US Scap Etf - Equities | — | $1.5M | 0.9% | 43K | +4% | |||
| 30 | — | First TRUST Senior Loan - Equities | — | $1.5M | 0.9% | 34K | -6% | |||
| 31 | $T | AT&T INC. | Communication Services | $1.5M | 0.9% | 72K | +14% | |||
| 32 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.5M | 0.9% | 26K | -1% | |||
| 33 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.5M | 0.9% | 2,910 | +0.3% | |||
| 34 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.4M | 0.8% | 3,902 | — | |||
| 35 | $KO | COCA COLA CO | Consumer Staples | $1.4M | 0.8% | 17K | -7% | |||
| 36 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.3M | 0.7% | 3,068 | -0.6% | |||
| 37 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.2M | 0.7% | 8,510 | +20% | |||
| 38 | — | Vanguard S&P 500 Etf - Equities | — | $1.2M | 0.7% | 1,815 | +9% | |||
| 39 | $AMGN | AMGEN INC | Healthcare | $1.2M | 0.7% | 3,206 | +5% | |||
| 40 | $NFLX | NETFLIX INC | Communication Services | $1.1M | 0.7% | 16K | +3% | |||
| 41 | $JPM | JPMORGAN CHASE & CO | Financials | $1.1M | 0.7% | 3,457 | -6% | |||
| 42 | $CAT | CATERPILLAR INC | Industrials | $1.1M | 0.7% | 1,045 | -6% | |||
| 43 | $PEP | PEPSICO INC | Consumer Staples | $1.0M | 0.6% | 7,455 | +20% | |||
| 44 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $985K | 0.6% | 1,695 | -10% | |||
| 45 | $RTX | RTX Corp | Industrials | $965K | 0.6% | 5,085 | +8% | |||
| 46 | — | Ishares Tr Russell - Equities | — | $918K | 0.5% | 3,057 | -7% | |||
| 47 | — | Ishares Core S&P - Equities | — | $897K | 0.5% | 1,198 | +0.1% | |||
| 48 | $ABT | ABBOTT LABORATORIES | Healthcare | $886K | 0.5% | 9,769 | +44% | |||
| 49 | $CRM | Salesforce, Inc. | Technology | $877K | 0.5% | 5,595 | -5% | |||
| 50 | $DAL | DELTA AIR LINES, INC. | Industrials | $875K | 0.5% | 9,344 | -5% | |||
| 51 | $AVGO | Broadcom Inc. | Technology | $842K | 0.5% | 2,228 | +26% | |||
| 52 | $WYNN | WYNN RESORTS LTD | Consumer Discretionary | $834K | 0.5% | 8,586 | +4% | |||
| 53 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $791K | 0.5% | 1,580 | +44% | |||
| 54 | — | First TRUST Enhanced - Equities | — | $782K | 0.5% | 13K | -3% | |||
| 55 | $C | CITIGROUP INC | Financials | $736K | 0.4% | 5,259 | -0.2% | |||
| 56 | — | Schw Emg Mkt Eq Etf - Equities | — | $729K | 0.4% | 20K | +16% | |||
| 57 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $712K | 0.4% | 2,265 | -0.4% | |||
| 58 | $AAL | American Airlines Group Inc. | Industrials | $708K | 0.4% | 39K | +2% | |||
| 59 | $V | VISA INC. | Financials | $672K | 0.4% | 1,958 | -3% | |||
| 60 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $629K | 0.4% | 7,610 | +0.1% | |||
| 61 | $NEE | NEXTERA ENERGY INC | Utilities | $619K | 0.4% | 7,053 | +3% | |||
| 62 | $BP | BP PLC | Energy | $603K | 0.3% | 16K | +3% | |||
| 63 | $GM | General Motors Co | Consumer Discretionary | $594K | 0.3% | 7,711 | -14% | |||
| 64 | — | Ishares Nasdaq Bio Etf - Equities | — | $594K | 0.3% | 3,123 | +0.0% | |||
| 65 | $F | FORD MOTOR CO | Consumer Discretionary | $593K | 0.3% | 43K | -15% | |||
| 66 | $UBER | Uber Technologies, Inc | Technology | $582K | 0.3% | 8,060 | +81% | |||
| 67 | $DIS | Walt Disney Co | Communication Services | $576K | 0.3% | 5,988 | -3% | |||
| 68 | $IVZ | Invesco Ltd. | Financials | $572K | 0.3% | 53K | +1% | |||
| 69 | $MDT | Medtronic plc | Healthcare | $556K | 0.3% | 7,105 | +20% | |||
| 70 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $542K | 0.3% | 1,537 | +7% | |||
| 71 | — | Vanguard Small Cap Value - Equities | — | $536K | 0.3% | 2,204 | +0.3% | |||
| 72 | — | Ishares Tr Russell - Equities | — | $530K | 0.3% | 1,345 | -9% | |||
| 73 | — | Schwab Ultra Short Income ETF - Equities | — | $524K | 0.3% | 21K | -0.4% | |||
| 74 | — | Sch US Tips Etf - Equities | — | $516K | 0.3% | 19K | +20% | |||
| 75 | — | Ishares S&P U S Pfd Fund - Equities | — | $503K | 0.3% | 17K | +31% | |||
| 76 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $497K | 0.3% | 3,637 | +12% | |||
| 77 | — | Spdr S&P Biotech Etf - Equities | — | $489K | 0.3% | 3,092 | +0.1% | |||
| 78 | — | Vanguard Small Cap - Equities | — | $485K | 0.3% | 1,602 | — | |||
| 79 | $ETN | Eaton Corp plc | Industrials | $439K | 0.3% | 1,031 | +33% | |||
| 80 | $IVZ | Invesco Ltd. | Financials | $430K | 0.3% | 2,021 | +2% | |||
| 81 | — | First TRUST Preferred - Equities | — | $428K | 0.3% | 24K | +0.9% | |||
| 82 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $427K | 0.3% | 1,517 | -0.4% | |||
| 83 | — | Ishares Tr Barclays Bond - Equities | — | $423K | 0.3% | 4,894 | -16% | |||
| 84 | $ABBV | AbbVie Inc. | Healthcare | $419K | 0.2% | 1,666 | -10% | |||
| 85 | $WT | WisdomTree, Inc. | Financials | $400K | 0.2% | 7,441 | +0.8% | |||
| 86 | $MS | MORGAN STANLEY | Financials | $395K | 0.2% | 1,887 | +23% | |||
| 87 | — | Schwab Fundamental US - Equities | — | $394K | 0.2% | 13K | +0.4% | |||
| 88 | — | Vanguard Msci Eafe Etf - Equities | — | $378K | 0.2% | 5,310 | +0.2% | |||
| 89 | $WMT | Walmart Inc. | Consumer Staples | $377K | 0.2% | 3,331 | +92% | |||
| 90 | — | Schwab Fundamental US - Equities | — | $372K | 0.2% | 9,762 | +0.3% | |||
| 91 | $LLY | ELI LILLY & Co | Healthcare | $370K | 0.2% | 308 | New | |||
| 92 | $ALK | ALASKA AIR GROUP, INC. | Industrials | $367K | 0.2% | 7,024 | +17% | |||
| 93 | — | Sch Fnd Em Lg Etf - Equities | — | $361K | 0.2% | 9,099 | +0.5% | |||
| 94 | — | Vanguard Div Apprciation - Equities | — | $356K | 0.2% | 1,504 | New | |||
| 95 | — | Ishares Tr S&P Smallcap - Equities | — | $354K | 0.2% | 2,387 | +0.3% | |||
| 96 | $MU | MICRON TECHNOLOGY INC | Technology | $352K | 0.2% | 305 | New | |||
| 97 | $SLB | SLB LIMITED/NV | Energy | $349K | 0.2% | 7,517 | -6% | |||
| 98 | — | Schw US Lcap Gro Etf - Equities | — | $348K | 0.2% | 10K | -13% | |||
| 99 | $COP | CONOCOPHILLIPS | Energy | $347K | 0.2% | 3,341 | +5% | |||
| 100 | $ORCL | ORACLE CORP | Technology | $344K | 0.2% | 2,344 | +12% | |||
| 101 | — | Ishares Tr S&P Midcap - Equities | — | $342K | 0.2% | 4,441 | +11% | |||
| 102 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $342K | 0.2% | 2,707 | -21% | |||
| 103 | — | Sector Spdr Tech Select - Equities | — | $340K | 0.2% | 1,786 | -6% | |||
| 104 | — | Sector Spdr Engy Select - Equities | — | $334K | 0.2% | 6,289 | -0.8% | |||
| 105 | — | Spdr S&P 600 Small Cap - Equities | — | $330K | 0.2% | 3,024 | +3% | |||
| 106 | $SCHW | SCHWAB CHARLES CORP | Financials | $323K | 0.2% | 3,499 | -5% | |||
| 107 | $IBIT | iShares Bitcoin Trust ETF | Financials | $320K | 0.2% | 9,616 | New | |||
| 108 | $NKE | NIKE, Inc. | Consumer Discretionary | $318K | 0.2% | 7,753 | +0.9% | |||
| 109 | $TGT | TARGET CORP | Consumer Staples | $308K | 0.2% | 2,355 | -19% | |||
| 110 | $O | REALTY INCOME CORP | Real Estate | $307K | 0.2% | 4,954 | +0.7% | |||
| 111 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $306K | 0.2% | 600 | — | |||
| 112 | $CLX | CLOROX CO /DE/ | Consumer Staples | $305K | 0.2% | 3,192 | +8% | |||
| 113 | — | Schwab Fundamental Inl - Equities | — | $295K | 0.2% | 5,591 | +0.6% | |||
| 114 | $META | Meta Platforms, Inc. | Technology | $287K | 0.2% | 3,681 | -0.7% | |||
| 115 | — | Sector Spdr Health Fund - Equities | — | $286K | 0.2% | 1,801 | -15% | |||
| 116 | $IAU | ISHARES GOLD TRUST | Financials | $279K | 0.2% | 3,700 | — | |||
| 117 | $BLK | BlackRock, Inc. | Financials | $268K | 0.2% | 279 | +9% | |||
| 118 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $256K | 0.1% | 2,796 | +0.6% | |||
| 119 | $ADBE | ADOBE INC. | Technology | $249K | 0.1% | 1,216 | New | |||
| 120 | $MRNA | Moderna, Inc. | Healthcare | $245K | 0.1% | 3,500 | New | |||
| 121 | — | Ishares Msci Usa Value - Equities | — | $244K | 0.1% | 1,221 | New | |||
| 122 | — | Ishares Msci Emrg Mkt Fd - Equities | — | $241K | 0.1% | 3,525 | New | |||
| 123 | $GE | GENERAL ELECTRIC CO | Industrials | $240K | 0.1% | 641 | New | |||
| 124 | — | Vanguard European - Equities | — | $240K | 0.1% | 2,706 | +1% | |||
| 125 | $ARES | Ares Management Corp | Financials | $238K | 0.1% | 2,134 | New | |||
| 126 | $PANW | Palo Alto Networks Inc | Technology | $236K | 0.1% | 692 | New | |||
| 127 | $PM | Philip Morris International Inc. | Consumer Staples | $235K | 0.1% | 1,302 | +0.5% | |||
| 128 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $232K | 0.1% | 1,355 | New | |||
| 129 | — | Vanguard Info Technology - Equities | — | $231K | 0.1% | 1,932 | New | |||
| 130 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $227K | 0.1% | 1,501 | New | |||
| 131 | $MCD | MCDONALDS CORP | Consumer Discretionary | $220K | 0.1% | 814 | New | |||
| 132 | — | Ishares Tr Russell - Equities | — | $219K | 0.1% | 535 | New | |||
| 133 | $PHYS | Sprott Physical Gold Trust | Financials | $217K | 0.1% | 7,200 | — | |||
| 134 | $ECL | ECOLAB INC. | Materials | $216K | 0.1% | 775 | New | |||
| 135 | — | Power Corp Canada - Equities | — | $214K | 0.1% | 3,435 | New | |||
| 136 | $MCK | MCKESSON CORP | Consumer Staples | $213K | 0.1% | 282 | — | |||
| 137 | $NLY | ANNALY CAPITAL MANAGEMENT INC | Real Estate | $209K | 0.1% | 9,339 | New | |||
| 138 | — | Proshares Etf - Equities | — | $201K | 0.1% | 3,579 | New | |||
| 139 | $IVZ | Invesco Ltd. | Financials | $201K | 0.1% | 9,053 | New | |||
| 140 | $AES | AES CORP | Utilities | $180K | 0.1% | 12K | New | |||
| 141 | $ETHA | iShares Ethereum Trust ETF | Financials | $151K | 0.1% | 13K | — | |||
| 142 | $NUV | NUVEEN MUNICIPAL VALUE FUND INC | Other | $119K | 0.1% | 13K | New | |||
| 143 | $XRX | Xerox Holdings Corp | Technology | $51K | 0.0% | 16K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 23 new, 72 added to, 40 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (23)
$LLYELI LILLY & Co$370K
first bought this quarter
- Vanguard Div Apprciation - Equities$356K
first bought this quarter
$MUMICRON TECHNOLOGY INC$352K
first bought this quarter
$IBITiShares Bitcoin Trust ETF$320K
first bought this quarter
$ADBEADOBE INC.$249K
first bought this quarter
$MRNAModerna, Inc.$245K
first bought this quarter
+17 more in the Excel export
Added to (72)
now $6.4M · held 10+ qtrs
now $5.9M · held 10+ qtrs, 3 adds in a row
now $2.8M · held 10+ qtrs, 5 adds in a row
now $8.1M · held 10+ qtrs, 2 adds in a row
$ABTABBOTT LABORATORIES+44%
now $886K · held 10+ qtrs, 4 adds in a row
- Schw Intl Eq Etf - Equities+17%
now $1.8M
+66 more in the Excel export
Trimmed (40)
now $6.6M · held 10+ qtrs
now $1.9M · held 10+ qtrs, 8 trims in a row
now $2.3M · held 10+ qtrs, 2 trims in a row
now $6.5M · held 3 qtrs
now $1.8M · held 10+ qtrs
$AMDADVANCED MICRO DEVICES INC-10%
now $985K · held 10+ qtrs, 5 trims in a row
+34 more in the Excel export
Sold out (9)
- Schwab Value Advantagewas $23.9M
- Schwab Value Advantagewas $7.5M
- Schwab S&P 500 Index Fdwas $627K
- Fidelity Freedom 2035was $578K
- American Fd Fundamentalwas $342K
$DOWDOW INC.was $232K
+3 more in the Excel export
Holdings by quarter
Every 13F Coastwise Capital Group, LLC has filed, 17 earlier quarters. Pick one to see what it held then.
Is it too late to follow Coastwise Capital Group?
Q2 2026 13F filed with the SEC on Jul 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Coastwise Capital Group's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.1%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 16% over the last 4
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Coastwise Capital Group, LLC disclosed 143 positions worth $172.0M in its Form 13F-HR for Q2 2026, followed by $AAPL and $SPY. During the quarter the fund opened 23 new positions and exited 9 — including a new stake in $LLY. The portfolio is most concentrated in Other (34.1% of disclosed assets). All figures are sourced directly from Coastwise Capital Group, LLC’s Form 13F-HR filing with the SEC under CIK 1934500.
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AI-Powered Hedge Fund Analysis: Coastwise Capital Group, LLC
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Every holding in Coastwise Capital Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.