13F Insight
DOSSIER · 13F-HR · Q2 2026

Coastwise Capital Group, LLC

$172M in tracked AUM across 143 positions as of Q2 2026.

CC
CIK 0001934500 · last filed Jun 30, 2026
Total AUM
$172M
as of Q2 2026
Holdings
143
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Coastwise Capital Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHD
Sch US Div Equity Etf
$14M450K8.3%02
AAPL
Apple Inc
$9M32K5.4%03
SPY
S P D R TRUST Unit SR
$9M12K5.2%04
GOOGL
Alphabet Inc.
$8M23K4.7%05
AMZN
Amazon Com Inc
$7M28K3.8%06
LRCX
Lam Research Corporation
$6M15K3.8%07
NVDA
Nvidia Corp
$6M32K3.7%08
MSFT
Microsoft Corp
$6M16K3.4%09
SCHV
Schw US Lcap Val Etf
$6M159K3.2%10
SPSM
Spdr Portfolio S&P 600
$3M55K1.8%

Filing history

2026Q2Jun 30
$172M▼ 4.5%
143 positionsView →2026Q1Mar 31
$180M▼ 10.0%
128 positionsView →2025Q4Dec 31
$200M▲ 40.8%
226 positionsView →2025Q3Sep 30
$142M▲ 13.2%
131 positionsView →2025Q2Jun 30
$126M▲ 5.7%
124 positionsLocked2025Q1Mar 31
$119M▼ 5.1%
122 positionsLocked2024Q4Dec 31
$125M▲ 3.0%
122 positionsLocked2024Q3Sep 30
$121M▲ 15.7%
126 positionsLocked2024Q2Jun 30
$105M▼ 2.7%
115 positionsLocked2024Q1Mar 31
$108M▲ 10.0%
122 positionsLocked2023Q4Dec 31
$98M▲ 12.4%
113 positionsLocked2023Q3Sep 30
$87M▼ 1.2%
110 positionsLocked
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