What does Coastwise Capital Group, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Coastwise Capital Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

Schwab Value Advantage

$24M23.9M13.3%

Sch US Div Equity Etf

$14M447K7.6%

Apple Inc

$8M31K4.4%

S P D R TRUST Unit SR

$8M12K4.2%

Schwab Value Advantage

$8M7.5M4.2%

Alphabet Inc.

$6M22K3.5%

Amazon Com Inc

$6M29K3.4%

Microsoft Corp

$5M14K3.0%

Nvidia Corp

$5M29K2.8%

Schw US Lcap Val Etf

$5M161K2.7%

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