13F Filings History of Coastwise Capital Group, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$200,173,103
Signature - Title
Christopher Sheppard - Compliance Consultant
Location
La Jolla, CA
Summary
This page shows a list of all the recent 13F filings made by Coastwise Capital Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Coastwise Capital Group, LLC reported 226 stock holdings with total value $200,173,103 as of Q4 2025. Top holdings included Schwab Value Advantage, SCHD, AAPL, SPY, and Schwab Value Advantage.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 226 $200,173,103 +$60,339,664 -$5,641,191 +$54,698,473 Schwab Value Advantage, SCHD, AAPL, SPY, Schwab Value Advantage 13F-HR 11 Feb 2026, 18:56
Q3 2025 131 $142,142,130 +$8,438,924 -$1,976,795 +$6,462,129 SCHD, AAPL, SPY, NVDA, MSFT 13F-HR 17 Oct 2025, 13:22
Q2 2025 124 $125,595,531 +$5,954,734 -$5,708,043 +$246,691 SCHD, AAPL, SPY, MSFT, NVDA 13F-HR 11 Jul 2025, 16:39
Q1 2025 122 $118,831,469 +$10,939,411 -$13,280,579 -$2,341,168 SCHD, AAPL, SPY, AMZN, MSFT 13F-HR 05 May 2025, 15:41
Q4 2024 122 $125,160,478 +$15,587,222 -$5,449,079 +$10,138,143 SCHD, AAPL, AMZN, NVDA, SPY 13F-HR 23 Jan 2025, 16:20
Q3 2024 126 $121,482,673 +$14,187,432 -$2,008,986 +$12,178,446 SCHD, AAPL, AMZN, NVDA, SPY 13F-HR 14 Nov 2024, 13:23
Q2 2024 115 $103,495,337 +$6,789,474 -$7,523,440 -$733,966 SCHD, AAPL, AMZN, NVDA, GOOGL 13F-HR 14 Aug 2024, 11:24
Q1 2024 122 $106,367,251 +$8,155,297 -$6,603,387 +$1,551,910 SCHD, AAPL, AMZN, DIA, NVDA 13F-HR 14 May 2024, 11:22
Q4 2023 113 $96,752,119 +$6,612,319 -$5,144,678 +$1,467,641 SCHD, DIA, AAPL, AMZN, SPY 13F-HR 14 Feb 2024, 16:35
Q3 2023 110 $86,154,735 +$7,737,429 -$5,603,874 +$2,133,555 SCHD, AAPL, AMZN, GOOGL, SPY 13F-HR 13 Nov 2023, 12:09
Q2 2023 110 $87,510,580 +$5,418,234 -$10,642,367 -$5,224,133 SCHD, AAPL, AMZN, DIA, SPY 13F-HR 10 Aug 2023, 12:31
Q1 2023 111 $86,628,871 +$8,488,454 -$13,790,570 -$5,302,116 AAPL, SCHD, AMZN, SPY, DIA 13F-HR 11 May 2023, 16:41
Q4 2022 105 $83,347,016 +$21,409,625 -$4,898,369 +$16,511,256 QQQ, SCHD, SPY, AAPL, DIA 13F-HR 14 Feb 2023, 11:29
Q3 2022 90 $62,443,000 +$5,175,094 -$16,804,334 -$11,629,240 AAPL, SCHD, GOOGL, DIA, SCHV 13F-HR 10 Nov 2022, 15:17
Q2 2022 105 $81,215,000 +$22,556,807 -$3,014,346 +$19,542,461 AMZN, AAPL, SCHD, GOOGL, SPY 13F-HR 15 Aug 2022, 15:45
Q1 2022 98 $79,440,000 $0 $0 $0 AMZN, AAPL, SCHD, GOOGL, DIA 13F-HR 15 Aug 2022, 15:45