Coastwise Capital Group, LLC
•CIK: 1934500•Filing: Q4 2025
**Coastwise Capital Group, LLC** manages $200M across a diversified portfolio of 226 positions. The fund exhibits significant allocations to core equity indices and established technology leaders, notably holding $24.4M in SNAXX and $12.4M in SCHD. Top holdings further include substantial positions in AAPL ($8.7M), SPY ($8.2M), and GOOGL ($6.7M). This structure suggests a focus on stable, large-cap growth and income generation within the current market cycle.
Total AUM
$200.2M
QoQ Performance
+40.8%
Positions
222
Top 10 Concentration
44.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SNAXX
SCHD
SNAXX12.2%
SCHD6.2%
AAPL4.4%
SPY4.1%
SWVXX3.4%
GOOGL3.4%
NVDA2.9%
AMZN2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.5%
Technology19.3%
Consumer6.1%
Healthcare5.2%
ETF5.0%
Financial4.1%
Industrial2.6%
Communication1.4%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW84 new positions
↑83 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023