Coastwise Capital Group, LLC - Portfolio overview

Coastwise Capital Group, LLC has 139 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SCHD - Sch US Div Equity Etf, 9.08%
2. AAPL - Apple Inc, 5.24%
3. SPY - S P D R TRUST Unit SR, 5.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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