Coastwise Capital Group, LLC
All 13F Filings
- Location
- La Jolla, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 172,019
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 143 | 172,019 | 13F-HR | Coastwise Capital Group, LLC |
| Q1 2026 | 5/7/2026 | 128 | 180,090 | 13F-HR | Coastwise Capital Group, LLC |
| 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 | 120.8 K | 70.3% | 18.87 K | 0 | 18.87 K |
| ETFs | 51.17 K | 29.7% | 0 | 26.94 K | -26.94 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
172,019
Holdings
143
QoQ value change ($000)
-8,071
(-4.5%)
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.