Coastwise Capital Group, LLC: 13F holdings
CIK 19345002026Q2
| Positions | 143 |
|---|
| Reported value | $172.0m |
|---|
| Filed | 2026-07-16 |
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Change since last quarter
| Positions | 143 (+15 vs prior quarter) |
|---|
| Reported value | $172.0m (-4.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHD Sch US Div Equity Etf | 449,966 | $14.3m | 8.3% |
| AAPL Apple Inc | 32,123 | $9.3m | 5.4% |
| SPY S P D R TRUST Unit SR | 11,984 | $8.9m | 5.2% |
| GOOGL Alphabet Inc. | 22,995 | $8.1m | 4.7% |
| AMZN Amazon Com Inc | 27,775 | $6.6m | 3.8% |
| LRCX Lam Research Corporation | 14,954 | $6.5m | 3.8% |
| NVDA Nvidia Corp | 31,763 | $6.4m | 3.7% |
| MSFT Microsoft Corp | 15,783 | $5.9m | 3.4% |
| SCHV Schw US Lcap Val Etf | 158,886 | $5.5m | 3.2% |
| SPSM Spdr Portfolio S&P 600 | 54,963 | $3.2m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1934500")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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