Coastwise Capital Group, LLC holds a diversified book of 143 stocks worth $172.0M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Amazon.com Inc. Their largest long position is Schwab US DVD Equity ETF at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Coastwise Capital Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 79 / 80 | $165.8B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $17.5B |
| Arax Advisory Partners | 79 / 80 | $4.1B |
| Arkadios Wealth Advisors | 79 / 80 | $1.9B |
| MORGAN STANLEY | 78 / 80 | $618.0B |
| JPMORGAN CHASE & CO | 78 / 80 | $537.6B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $404.2B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 78 / 80 | $224.4B |
Ranked by how many of Coastwise Capital Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sch US Div Equity Etf Equities | $14.3M | 450.0K | 8.3% | ▲+0.6% Added · +3K sh | |
| 2 | Apple Inc Equities | $9.3M | 32.1K | 5.4% | ▲+2.9% Added · +894 sh | |
| 3 | S P D R Trust Unit SR Equities | $8.9M | 12.0K | 5.2% | ▲+2.3% Added · +270 sh | |
| 4 | Alphabet Inc. Equities | $8.1M | 23.0K | 4.7% | ▲+4.4% Added · +976 sh | |
| 5 | Amazon Com Inc Equities | $6.6M | 27.8K | 3.8% | ▼−4.8% Reduced · −1K sh | |
| 6 | Lam Research Corporation Equities | $6.5M | 15.0K | 3.8% | ▼−3.4% Reduced · −521 sh | |
| 7 | Nvidia Corp Equities | $6.4M | 31.8K | 3.7% | ▲+8.8% Added · +3K sh | |
| 8 | Microsoft Corp Equities | $5.9M | 15.8K | 3.4% | ▲+9.1% Added · +1K sh | |
| 9 | Schw US Lcap Val Etf Equities | $5.5M | 158.9K | 3.2% | ▼−1.1% Reduced · −2K sh | |
| 10 | Spdr Portfolio S&P 600 Equities | $3.2M | 55.0K | 1.8% | ▲+5.8% Added · +3K sh | |
| 11 | Tesla Motors Inc Equities | $2.9M | 6.9K | 1.7% | ▲+0.1% Added · +11 sh | |
| 12 | Meta Platforms Inc Equities | $2.8M | 5.0K | 1.6% | ▲+16% Added · +698 sh | |
| 13 | Invesco Qqq TRUST Equities | $2.3M | 3.1K | 1.3% | ▼−9.9% Reduced · −346 sh | |
| 14 | Verizon Communications Equities | $2.3M | 54.3K | 1.3% | ▲+1.3% Added · +711 sh | |
| 15 | SPDR Dow Jones Ind ETF Equities | $2.1M | 4.1K | 1.2% | ▼−1.3% Reduced · −52 sh | |
| 16 | Cisco Systems Inc Equities | $2.0M | 17.3K | 1.2% | ▼−0.9% Reduced · −150 sh | |
| 17 | Pfizer Incorporated Equities | $1.9M | 80.0K | 1.1% | ▲+5.4% Added · +4K sh | |
| 18 | Intel Corp Equities | $1.9M | 13.7K | 1.1% | ▼−12% Reduced · −2K sh | |
| 19 | Schw Intl Eq Etf Equities | $1.8M | 65.3K | 1.1% | ▲+17% Added · +10K sh | |
| 20 | Qualcomm Inc Equities | $1.8M | 9.6K | 1.0% | ▼−6.0% Reduced · −615 sh | |
| 21 | Bristol-Myers Squibb Co Equities | $1.7M | 29.0K | 1.0% | ▲+1.6% Added · +470 sh | |
| 22 | Merck & Co Inc Equities | $1.6M | 12.8K | 1.0% | ▲~0% Added · +3 sh | |
| 23 | Starbucks Corp Equities | $1.6M | 15.8K | 0.9% | ▲+0.2% Added · +31 sh | |
| 24 | Vanguard High Dividend Equities | $1.6M | 10.1K | 0.9% | ▲+3.6% Added · +357 sh | |
| 25 | Boeing Co Equities | $1.6M | 7.3K | 0.9% | ▲+3.4% Added · +243 sh | |
| 26 | Chevron Corporation Equities | $1.6M | 9.6K | 0.9% | ▲+6.5% Added · +581 sh | |
| 27 | Johnson & Johnson Equities | $1.6M | 6.2K | 0.9% | ▼−1.8% Reduced · −114 sh | |
| 28 | Costco Whsl Corp New Equities | $1.6M | 1.7K | 0.9% | ▲+11% Added · +171 sh | |
| 29 | Schw US Scap Etf Equities | $1.5M | 42.9K | 0.9% | ▲+4.3% Added · +2K sh | |
| 30 | First TRUST Senior Loan Equities | $1.5M | 34.2K | 0.9% | ▼−6.2% Reduced · −2K sh | |
| 31 | A T & T Inc New Equities | $1.5M | 72.4K | 0.9% | ▲+14% Added · +9K sh | |
| 32 | Bank Of America Corp Equities | $1.5M | 26.0K | 0.9% | ▼−1.2% Reduced · −320 sh | |
| 33 | Lockheed Martin Corp Equities | $1.5M | 2.9K | 0.9% | ▲+0.3% Added · +8 sh | |
| 34 | General Dynamics Corp Equities | $1.4M | 3.9K | 0.8% | —Held | |
| 35 | Coca Cola Company Equities | $1.4M | 16.7K | 0.8% | ▼−6.8% Reduced · −1K sh | |
| 36 | Unitedhealth Group Inc Equities | $1.3M | 3.1K | 0.7% | ▼−0.6% Reduced · −19 sh | |
| 37 | Procter & Gamble Equities | $1.2M | 8.5K | 0.7% | ▲+20% Added · +1K sh | |
| 38 | Vanguard S&P 500 Etf Equities | $1.2M | 1.8K | 0.7% | ▲+8.6% Added · +144 sh | |
| 39 | Amgen Incorporated Equities | $1.2M | 3.2K | 0.7% | ▲+5.4% Added · +165 sh | |
| 40 | Netflix Inc Equities | $1.1M | 16.1K | 0.7% | ▲+3.4% Added · +524 sh | |
| 41 | Jpmorgan Chase & Co Equities | $1.1M | 3.5K | 0.7% | ▼−5.5% Reduced · −202 sh | |
| 42 | Caterpillar Inc Equities | $1.1M | 1.0K | 0.6% | ▼−5.8% Reduced · −65 sh | |
| 43 | Pepsico Incorporated Equities | $1.0M | 7.5K | 0.6% | ▲+20% Added · +1K sh | |
| 44 | Advanced Micro Devic Equities | $985K | 1.7K | 0.6% | ▼−9.6% Reduced · −179 sh | |
| 45 | Raytheon Technologies Co Equities | $965K | 5.1K | 0.6% | ▲+7.7% Added · +362 sh | |
| 46 | Ishares Tr Russell Equities | $918K | 3.1K | 0.5% | ▼−6.5% Reduced · −214 sh | |
| 47 | Ishares Core S&P Equities | $897K | 1.2K | 0.5% | ▲+0.1% Added · +1 sh | |
| 48 | Abbott Laboratories Equities | $886K | 9.8K | 0.5% | ▲+44% Added · +3K sh | |
| 49 | Salesforce Com Equities | $877K | 5.6K | 0.5% | ▼−4.7% Reduced · −273 sh | |
| 50 | Delta Air Lines Inc New Equities | $875K | 9.3K | 0.5% | ▼−4.9% Reduced · −485 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1934500/holdings"
Use Arkolith to show Coastwise Capital Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 143 | $172.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 128 | $180.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 226 | $200.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 131 | $142.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 124 | $125.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 122 | $118.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 122 | $125.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 126 | $121.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.