Coastwise Capital Group
Coastwise Capital Group reported 143 stocks worth $172M in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are SCHD (8.3%), AAPL (5.4%) and SPY (5.2%). Compared with Q1 2026, the fund opened new positions in XOM, LLY and VIG, added to SCHD, AAPL and SPY, trimmed AMZN, LRCX and SCHV and sold out of SNAXX, SWVXX and SWPPX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHD Schwab US Dividend Equity ETF | $14.3M | 8.3% | 450K | +2,652 (+1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $9.3M | 5.4% | 32K | +894 (+3%) | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $8.9M | 5.2% | 12K | +270 (+2%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $8.1M | 4.7% | 23K | +976 (+4%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $6.6M | 3.9% | 28K | −1,413 (−5%) | 8 of 8 | |
| 6 |  LRCX Lam Research Corp | $6.5M | 3.8% | 15K | −521 (−3%) | 3 of 8 | |
| 7 |  NVDA Nvidia Corporation | $6.4M | 3.7% | 32K | +2,560 (+9%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $5.9M | 3.4% | 16K | +1,313 (+9%) | 8 of 8 | |
| 9 |  SCHV Schwab US Large Cap | $5.5M | 3.2% | 159K | −1,687 (−1%) | 8 of 8 | |
| 10 |  SPSM State Street | $3.2M | 1.8% | 55K | +3,016 (+6%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SNAXX Schwab Prime Advantage Money Ultra | $23.9M | 23.9M |
 SWVXX Schwab Prime Advantage Money Investor | $7.5M | 7.5M |
 SWPPX Schwab S&P 500 Index | $627K | 37K |
 FFTHX Fidelity Freedom 2035 | $578K | 33K |
 XOM Exxon Mobil Corp | $549K | 3,234 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 16, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Coastwise Capital Group 13F FAQ
What does Coastwise Capital Group own?
Coastwise Capital Group reported 143 stocks worth $172M in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are SCHD (8.3%), AAPL (5.4%) and SPY (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Coastwise Capital Group buy and sell in Q2 2026?
Compared with Q1 2026: 25 new positions, 66 added to, 40 trimmed and 10 sold out. New positions include XOM, LLY and VIG. It sold all of SNAXX, SWVXX and SWPPX.
When will Coastwise Capital Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Coastwise Capital Group's portfolio worth?
The Q2 2026 filing reports $172M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.