Coastwise Capital Group, LLC

LA JOLLA, CA · CIK 1934500 · 13F filing filed 2026-07-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLa Jolla, CA

$172.0m reported value -4.5% vs Q1 2026

143positions

43.4%in top 10

25 new 71 added 40 reduced 10 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	449,966	$14.3m8.29%	8.29%	Added +2.7k	+2,652 0.6%
2	APPLE INC COM AAPL	AAPL	32,123	$9.3m5.40%	5.40%	Added +894	+894 2.9%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	11,984	$8.9m5.20%	5.20%	Added +270	+270 2.3%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	22,995	$8.1m4.72%	4.72%	Added +976	+976 4.4%
5	AMAZON COM INC COM AMZN	AMZN	27,775	$6.6m3.85%	3.85%	Reduced -1.4k	-1,413 -4.8%
6	LAM RESEARCH CORP COM NEW LRCX	LRCX	14,954	$6.5m3.77%	3.77%	Reduced -521	-521 -3.4%
7	NVIDIA CORPORATION COM NVDA	NVDA	31,763	$6.4m3.69%	3.69%	Added +2.6k	+2,560 8.8%
8	MICROSOFT CORP COM MSFT	MSFT	15,783	$5.9m3.42%	3.42%	Added +1.3k	+1,313 9.1%
9	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	158,886	$5.5m3.22%	3.22%	Reduced -1.7k	-1,687 -1.1%
10	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	54,963	$3.2m1.84%	1.84%	Added +3.0k	+3,016 5.8%
11	TESLA INC COM TSLA	TSLA	6,923	$2.9m1.69%	1.69%	Added +11	+11 0.2%
12	META PLATFORMS INC CL A META	META	4,956	$2.8m1.62%	1.62%	Added +698	+698 16.4%
13	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,145	$2.3m1.35%	1.35%	Reduced -346	-346 -9.9%
14	VERIZON COMMUNICATIONS INC COM VZ	VZ	54,261	$2.3m1.34%	1.34%	Added +711	+711 1.3%
15	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	4,054	$2.1m1.23%	1.23%	Reduced -52	-52 -1.3%
16	CISCO SYS INC COM CSCO	CSCO	17,276	$2.0m1.18%	1.18%	Reduced -150	-150 -0.9%
17	PFIZER INC COM PFE	PFE	80,028	$1.9m1.12%	1.12%	Added +4.1k	+4,074 5.4%
18	INTEL CORP COM INTC	INTC	13,685	$1.9m1.11%	1.11%	Reduced -1.9k	-1,871 -12.0%
19	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	65,298	$1.8m1.05%	1.05%	Added +9.6k	+9,593 17.2%
20	QUALCOMM INC COM QCOM	QCOM	9,648	$1.8m1.04%	1.04%	Reduced -615	-615 -6.0%
21	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	28,961	$1.7m0.97%	0.97%	Added +470	+470 1.6%
22	MERCK & CO INC COM MRK	MRK	12,825	$1.6m0.96%	0.96%	Added +3	+3 0.0%
23	STARBUCKS CORP COM SBUX	SBUX	15,768	$1.6m0.94%	0.94%	Added +31	+31 0.2%
24	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	10,144	$1.6m0.93%	0.93%	Added +357	+357 3.6%
25	BOEING CO COM BA	BA	7,334	$1.6m0.92%	0.92%	Added +243	+243 3.4%
26	CHEVRON CORP NEW COM CVX	CVX	9,558	$1.6m0.92%	0.92%	Added +581	+581 6.5%
27	JOHNSON & JOHNSON COM JNJ	JNJ	6,189	$1.6m0.91%	0.91%	Reduced -114	-114 -1.8%
28	COSTCO WHSL CORP NEW COM COST	COST	1,674	$1.6m0.91%	0.91%	Added +171	+171 11.4%
29	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	42,900	$1.5m0.90%	0.90%	Added +1.8k	+1,791 4.4%
30	FIRST TR EXCHANGE-TRADED FD SENIOR LN FD FTSL	FTSL	34,211	$1.5m0.89%	0.89%	Reduced -2.2k	-2,244 -6.2%
31	AT&T INC COM T	T	72,351	$1.5m0.87%	0.87%	Added +8.7k	+8,717 13.7%
32	BANK AMERICA CORP COM BAC	BAC	26,040	$1.5m0.86%	0.86%	Reduced -320	-320 -1.2%
33	LOCKHEED MARTIN CORP COM LMT	LMT	2,910	$1.5m0.86%	0.86%	Added +8	+8 0.3%
34	GENERAL DYNAMICS CORP COM GD	GD	3,902	$1.4m0.80%	0.80%	Unchanged
35	COCA COLA CO COM KO	KO	16,659	$1.4m0.79%	0.79%	Reduced -1.2k	-1,219 -6.8%
36	UNITEDHEALTH GROUP INC COM UNH	UNH	3,068	$1.3m0.74%	0.74%	Reduced -19	-19 -0.6%
37	PROCTER AND GAMBLE CO COM PG	PG	8,510	$1.2m0.73%	0.73%	Added +1.4k	+1,408 19.8%
38	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,815	$1.2m0.72%	0.72%	Added +144	+144 8.6%
39	AMGEN INC COM AMGN	AMGN	3,206	$1.2m0.67%	0.67%	Added +165	+165 5.4%
40	NETFLIX INC COM NFLX	NFLX	16,054	$1.1m0.67%	0.67%	Added +524	+524 3.4%
41	JPMORGAN CHASE & CO COM JPM	JPM	3,457	$1.1m0.66%	0.66%	Reduced -202	-202 -5.5%
42	CATERPILLAR INC COM CAT	CAT	1,045	$1.1m0.65%	0.65%	Reduced -65	-65 -5.9%
43	PEPSICO INC COM PEP	PEP	7,455	$1.0m0.59%	0.59%	Added +1.2k	+1,217 19.5%
44	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,695	$984.6k0.57%	0.57%	Reduced -179	-179 -9.6%
45	RTX CORPORATION COM RTX	RTX	5,085	$964.8k0.56%	0.56%	Added +362	+362 7.7%
46	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,057	$918.3k0.53%	0.53%	Reduced -214	-214 -6.5%
47	ISHARES TR CORE S&P500 ETF IVV	IVV	1,198	$897.3k0.52%	0.52%	Added +1	+1 0.1%
48	ABBOTT LABS COM ABT	ABT	9,769	$886.4k0.52%	0.52%	Added +3.0k	+2,990 44.1%
49	SALESFORCE INC COM CRM	CRM	5,595	$876.5k0.51%	0.51%	Reduced -273	-273 -4.7%
50	DELTA AIR LINES INC DEL COM NEW DAL	DAL	9,344	$875.2k0.51%	0.51%	Reduced -485	-485 -4.9%
51	BROADCOM INC COM AVGO	AVGO	2,228	$841.6k0.49%	0.49%	Added +453	+453 25.5%
52	WYNN RESORTS LTD COM WYNN	WYNN	8,586	$833.6k0.48%	0.48%	Added +316	+316 3.8%
53	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,580	$790.6k0.46%	0.46%	Added +484	+484 44.2%
54	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	13,098	$782.4k0.45%	0.45%	Reduced -349	-349 -2.6%
55	CITIGROUP INC COM NEW C	C	5,259	$736.1k0.43%	0.43%	Reduced -11	-11 -0.2%
56	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	20,114	$729.3k0.42%	0.42%	Added +2.7k	+2,706 15.5%
57	NORFOLK SOUTHN CORP COM NSC	NSC	2,265	$712.4k0.41%	0.41%	Reduced -10	-10 -0.4%
58	AMERICAN AIRLS GROUP INC COM AAL	AAL	39,200	$708.3k0.41%	0.41%	Added +600	+600 1.6%
59	VISA INC COM CL A V	V	1,958	$671.6k0.39%	0.39%	Reduced -66	-66 -3.3%
60	WELLS FARGO CO NEW COM WFC	WFC	7,610	$628.9k0.37%	0.37%	Added +4	+4 0.1%
61	NEXTERA ENERGY INC COM NEE	NEE	7,053	$619.1k0.36%	0.36%	Added +229	+229 3.4%
62	BP PLC SPONSORED ADR BP	BP	16,310	$602.7k0.35%	0.35%	Added +447	+447 2.8%
63	GENERAL MTRS CO COM GM	GM	7,711	$594.4k0.35%	0.35%	Reduced -1.3k	-1,301 -14.4%
64	ISHARES TR ISHARES BIOTECH IBB	IBB	3,123	$593.9k0.35%	0.35%	Added +1	+1 0.0%
65	FORD MTR CO COM F	F	42,630	$592.6k0.34%	0.34%	Reduced -7.4k	-7,415 -14.8%
66	UBER TECHNOLOGIES INC COM UBER	UBER	8,060	$581.6k0.34%	0.34%	Added +3.6k	+3,600 80.7%
67	DISNEY WALT CO COM DIS	DIS	5,988	$576.4k0.34%	0.34%	Reduced -178	-178 -2.9%
68	INVESCO EXCH TRADED FD TR II PFD ETF PGX	PGX	52,802	$572.4k0.33%	0.33%	Added +535	+535 1.0%
69	MEDTRONIC PLC SHS MDT	MDT	7,105	$555.8k0.32%	0.32%	Added +1.2k	+1,205 20.4%
70	HOME DEPOT INC COM HD	HD	1,537	$542.1k0.32%	0.32%	Added +98	+98 6.8%
71	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	2,204	$535.6k0.31%	0.31%	Added +7	+7 0.3%
72	ISHARES TR RUS 2000 GRW ETF IWO	IWO	1,345	$529.9k0.31%	0.31%	Reduced -131	-131 -8.9%
73	SCHWAB STRATEGIC TR ULTRA SHORT INCM SCUS	SCUS	20,810	$523.9k0.30%	0.30%	Reduced -93	-93 -0.4%
74	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	19,488	$516.4k0.30%	0.30%	Added +3.2k	+3,236 19.9%
75	ISHARES TR PFD AND INCM SEC PFF	PFF	16,500	$503.1k0.29%	0.29%	Added +3.9k	+3,880 30.7%
76	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	3,637	$497.2k0.29%	0.29%	New
77	SPDR SER TR S&P BIOTECH XBI	XBI	3,092	$489.4k0.28%	0.28%	Added +2	+2 0.1%
78	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,602	$485.5k0.28%	0.28%	Unchanged
79	EATON CORP PLC SHS ETN	ETN	1,031	$439.3k0.26%	0.26%	Added +253	+253 32.5%
80	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	2,021	$430.0k0.25%	0.25%	Added +34	+34 1.7%
81	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	23,919	$427.7k0.25%	0.25%	Added +220	+220 0.9%
82	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,517	$426.7k0.25%	0.25%	Reduced -6	-6 -0.4%
83	ISHARES TR 20 YR TR BD ETF TLT	TLT	4,894	$422.9k0.25%	0.25%	Reduced -962	-962 -16.4%
84	ABBVIE INC COM ABBV	ABBV	1,666	$419.1k0.24%	0.24%	Reduced -191	-191 -10.3%
85	WISDOMTREE TR EMER MKT HIGH FD DEM	DEM	7,441	$400.2k0.23%	0.23%	Added +59	+59 0.8%
86	MORGAN STANLEY COM NEW MS	MS	1,887	$394.6k0.23%	0.23%	Added +352	+352 22.9%
87	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	12,657	$393.6k0.23%	0.23%	Added +48	+48 0.4%
88	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	5,310	$378.3k0.22%	0.22%	Added +8	+8 0.1%
89	WALMART INC COM WMT	WMT	3,331	$377.3k0.22%	0.22%	Added +1.6k	+1,596 92.0%
90	SCHWAB STRATEGIC TR FUNDAMENTAL US S FNDA	FNDA	9,762	$371.6k0.22%	0.22%	Added +25	+25 0.3%
91	ELI LILLY & CO COM LLY	LLY	308	$369.6k0.21%	0.21%	New
92	ALASKA AIR GROUP INC COM ALK	ALK	7,024	$366.6k0.21%	0.21%	Added +1.0k	+1,000 16.6%
93	SCHWAB STRATEGIC TR FUNDAMENTAL EMER FNDE	FNDE	9,099	$361.0k0.21%	0.21%	Added +44	+44 0.5%
94	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,504	$355.8k0.21%	0.21%	New
95	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,387	$354.0k0.21%	0.21%	Added +7	+7 0.3%
96	MICRON TECHNOLOGY INC COM MU	MU	305	$352.1k0.20%	0.20%	New
97	SCHLUMBERGER LTD COM STK SLB	SLB	7,517	$349.5k0.20%	0.20%	Reduced -475	-475 -5.9%
98	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	10,296	$348.4k0.20%	0.20%	Reduced -1.6k	-1,590 -13.4%
99	CONOCOPHILLIPS COM COP	COP	3,341	$347.3k0.20%	0.20%	Added +149	+149 4.7%
100	ORACLE CORP COM ORCL	ORCL	2,344	$343.6k0.20%	0.20%	Added +258	+258 12.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SCHWAB PRIME ADVANTAGE MONEY ULTRA SNAXX	SNAXX	23,864,649	$23.9m23.9m shares
SCHWAB PRIME ADVANTAGE MONEY INVESTOR SWVXX	SWVXX	7,500,620	$7.5m7.5m shares
SCHWAB S&P 500 INDEX SWPPX	SWPPX	37,392	$627.1k37.4k shares
Fidelity Freedom 2035 FFTHX	FFTHX	32,597	$577.9k32.6k shares
EXXON MOBIL CORP XOM	XOM	3,234	$548.7k3.2k shares
AMERICAN FUNDS FUNDAMENTAL INVS A ANCFX	ANCFX	3,851	$341.5k3.9k shares
DOW INC DOW	DOW	5,578	$232.3k5.6k shares
SCHWAB INTERNATIONAL INDEX SWISX	SWISX	7,001	$203.2k7.0k shares
AMERICAN FUNDS SMALLCAP WORLD A SMCWX	SMCWX	2,764	$200.4k2.8k shares
SCHWAB SMALL CAP INDEX SWSSX	SWSSX	4,979	$200.1k5.0k shares