account_balance
Investment manager · 13F filer · SEC CIK 1934500
Coastwise Capital Group, LLC
Reported value$170Mas of Sep 30, 2026
Positions143 6 new, 6 sold out
Top 10 weight43.5%SCHD alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHDSch US Div Equity ETF
8.3%Trimmed −3%
AAPLApple Inc.
5.0%Trimmed −20%
SPYSPDR S&P 500 ETF Trust
4.8%Trimmed −11%
MSFTMicrosoft Corp
4.7%
GOOGLAlphabet Inc.
4.7%
NVDANVIDIA Corp
4.3%
AMZNAmazon.com Inc
4.0%
SCHVSchw US Lcap Val ETF
2.8%Trimmed −10%
LRCXLam Research Corp
2.7%Trimmed −6%
METAMeta Platforms, Inc.
2.1%
SPSMSpdr Portfolio S&P 600
1.6%−5%
TSLATesla, Inc.
1.5%+3%
SCHDSch US Div Equity ETF
8.3%Trimmed −3%
AAPLApple Inc.
5.0%−20%
SPYSPDR S&P 500 ETF Trust
4.8%Trimmed −11%
MSFTMicrosoft Corp
4.7%
GOOGLAlphabet Inc.
4.7%
NVDANVIDIA Corp
4.3%
AMZNAmazon.com Inc
4.0%
SCHVSchw US Lcap Val ETF
2.8%
LRCXLam Research Corp
2.7%
META2.1%SPSM1.6%
TSLA1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHD Sch US Div Equity ETF 8.3% Trimmed −3%
AAPL Apple Inc. 5.0% Trimmed −20%SPY SPDR S&P 500 ETF Trust 4.8% Trimmed −11%MSFT Microsoft Corp 4.7% HeldGOOGL Alphabet Inc. 4.7% HeldNVDA NVIDIA Corp 4.3% HeldAMZN Amazon.com Inc 4.0% HeldSCHV Schw US Lcap Val ETF 2.8% Trimmed −10%
LRCX Lam Research Corp 2.7% Trimmed −6%META Meta Platforms, Inc. 2.1% HeldSPSM Spdr Portfolio S&P 600 1.6% Trimmed −5%
TSLA Tesla, Inc. 1.5% Added +3%What changed
Biggest moves since Jun 30, 2026
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