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COASTWISE CAPITAL GROUP, LLC
COASTWISE CAPITAL GROUP, LLC
Latest filing: 2026-06-30
COASTWISE CAPITAL GROUP, LLC runs COASTWISE CAPITAL GROUP, LLC and currently holds 143 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $172.02M. Their top holdings are SCHD, AAPL, SPY, GOOGL, AMZN. The top five represent 27.5% of reported portfolio weight. COASTWISE CAPITAL GROUP, LLC ranks #681 out of 1000 investors tracked by Alpha Score. In the most recent quarter, COASTWISE CAPITAL GROUP, LLC initiated 2 new positions. They added to 63 existing positions. They trimmed 33 positions. Their current best-performing preview position is INTC with returns of +216.40%.
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143 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHD Sch US Div Equity Etf | 8.29% | $25.94 | $35.11 | +35.35% | Added +0.59% |
 AAPL Apple Inc | 5.40% | $173.52 | $309.35 | +78.28% | Added +2.86% |
 SPY S P D R TRUST Unit SR | 5.20% | $507.23 | $765.62 | +50.94% | Added +2.30% |
 GOOGL Alphabet Inc. | 4.72% | $149.49 | $344.82 | +130.66% | Added +4.43% |
 AMZN Amazon Com Inc | 3.85% | $114.68 | $258.63 | +125.52% | Trimmed -4.84% |
 LRCX Lam Research Corporation | 3.77% | $172.48 | $314.00 | +82.05% | Trimmed -3.37% |
 NVDA Nvidia Corp | 3.69% | $44.88 | $214.76 | +378.52% | Added +8.77% |
 MSFT Microsoft Corp | 3.42% | $347.10 | $483.24 | +39.22% | Added +9.07% |
 SCHV Schw US Lcap Val Etf | 3.22% | $24.76 | $34.94 | +41.09% | Trimmed -1.05% |
 SPSM Spdr Portfolio S&P 600 | 1.84% | $44.14 | $57.26 | +29.72% | Added +5.81% |
Showing 1-10 of 143