Coastwise Capital Group, LLC
All 13F Filings
- Location
- La Jolla, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 200,173
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 226 | 200,173 | 13F-HR | Coastwise Capital Group, LLC |
| Q3 2025 | 10/17/2025 | 131 | 142,142 | 13F-HR | Coastwise Capital Group, LLC |
| Q2 2025 | 7/11/2025 | 124 | 125,596 | 13F-HR | Coastwise Capital Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 167 K | 83.4% | 43.29 K | 0 | 43.29 K |
| ETFs | 33.17 K | 16.6% | 16.93 K | 0 | 16.93 K |
| Debt | 0 | 0.0% | 0 | 2.184 K | -2.184 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
200,173
Holdings
226
QoQ value change ($000)
58,031
(40.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.