Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Coastwise Capital Group, LLC (CIK 1934500) reported $180.1M across 128 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SNAXX ($23.9M, 13.25%), SCHD ($13.7M, 7.62%), AAPL ($7.9M, 4.40%), SPY ($7.6M, 4.23%), SWVXX ($7.5M, 4.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNAXX | Schwab Value Advantage | $23.9M | 13.25% | 23.9M | Trimmed |
| 2 | SCHD | Sch US Div Equity Etf | $13.7M | 7.62% | 447,314 | Trimmed |
| 3 | AAPL | Apple Inc | $7.9M | 4.40% | 31,229 | Trimmed |
| 4 | SPY | S P D R TRUST Unit SR | $7.6M | 4.23% | 11,714 | Trimmed |
| 5 | SWVXX | Schwab Value Advantage | $7.5M | 4.16% | 7.5M | Added |
| 6 | GOOGL | Alphabet Inc. | $6.3M | 3.51% | 22,019 | Added |
| 7 | AMZN | Amazon Com Inc | $6.1M | 3.38% | 29,188 | Added |
| 8 | MSFT | Microsoft Corp | $5.4M | 2.97% | 14,470 | Added |
| 9 | NVDA | Nvidia Corp | $5.1M | 2.83% | 29,203 | Trimmed |
| 10 | SCHV | Schw US Lcap Val Etf | $4.9M | 2.72% | 160,573 | Added |
| 11 | LRCX | Lam Research Corporation | $3.3M | 1.84% | 15,475 | Added |
| 12 | VZ | Verizon Communications | $2.7M | 1.49% | 53,550 | Trimmed |
| 13 | TSLA | Tesla Motors Inc | $2.6M | 1.43% | 6,912 | Added |
| 14 | SPSM | Spdr Portfolio S&P 600 | $2.5M | 1.39% | 51,947 | Added |
| 15 | META | Meta Platforms Inc | $2.4M | 1.35% | 4,258 | Added |
| 16 | PFE | Pfizer Incorporated | $2.1M | 1.18% | 75,954 | Added |
| 17 | QQQ | Invesco Qqq TRUST | $2.0M | 1.12% | 3,491 | Trimmed |
| 18 | DIA | SPDR Dow Jones Ind ETF | $1.9M | 1.06% | 4,106 | Trimmed |
| 19 | CVX | Chevron Corporation | $1.9M | 1.03% | 8,977 | Added |
| 20 | T | A T & T Inc New | $1.8M | 1.02% | 63,634 | Added |
| 21 | LMT | Lockheed Martin Corp | $1.8M | 0.97% | 2,902 | Trimmed |
| 22 | BMY | Bristol-Myers Squibb Co | $1.7M | 0.96% | 28,491 | Added |
| 23 | FTSL | First TRUST Senior Loan | $1.6M | 0.91% | 36,455 | Trimmed |
| 24 | MRK | Merck & Co Inc | $1.5M | 0.86% | 12,822 | Trimmed |
| 25 | JNJ | Johnson & Johnson | $1.5M | 0.86% | 6,303 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31