Coastwise Capital Group, LLC - Portfolio Stock Holdings
Coastwise Capital Group, LLC disclosed 144 stock positions in a recent SEC 13F filing. $171,616,074 of stock holdings were filed, with the largest holdings including SCHD, AAPL, and SPY. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $212,200,773 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
144Est. Stock Holding Value:
$171,616,074Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Coastwise Capital Group, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...