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Coastwise Capital Group, LLC

Q2 2025 · 13F-HR

Coastwise Capital Group, LLCholdings as filed

Filed 2025-07-11 · accession 0001934500-25-000006

$125.6M
Reported value
124
Positions
2025-06-30
Period end
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The Brief · Coastwise Capital Group, LLC · Q2 2025

AI · grounded in 13F

Coastwise Capital Group, LLC established a new position in SCHD valued at $10.9M. The fund also initiated new stakes in AAPL for $6.6M and SPY for $6.2M. Additional new positions include MSFT at $5.5M, NVDA at $5.3M, and AMZN at $5.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524797SCHDSCHWAB STRATEGIC TR$10.9M8.69%412,070CommonNONE
037833100AAPLAPPLE INC$6.6M5.29%32,382CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$6.2M4.93%10,019CommonNONE
594918104MSFTMICROSOFT CORP$5.5M4.35%10,975CommonNONE
67066G104NVDANVIDIA CORPORATION$5.3M4.18%33,231CommonNONE
023135106AMZNAMAZON COM INC$5.1M4.04%23,100CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$4.1M3.30%149,929CommonNONE
02079K305GOOGLALPHABET INC$3.8M3.01%21,289CommonNONE
30303M102METAMETA PLATFORMS INC$2.6M2.10%3,582CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.3M1.81%52,532CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$2.1M1.64%44,895CommonNONE
46090E103QQQINVESCO QQQ TR$2.1M1.64%3,732CommonNONE
88160R101TSLATESLA INC$2.0M1.62%6,416CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.9M1.53%4,373CommonNONE
717081103PFEPFIZER INC$1.8M1.45%75,224CommonNONE
78468R853SPSMSPDR SERIES TRUST$1.8M1.43%42,215CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.7M1.36%5,865CommonNONE
00206R102TAT&T INC$1.6M1.31%56,872CommonNONE
097023105BABOEING CO$1.5M1.18%7,064CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.4M1.15%3,121CommonNONE
855244109SBUXSTARBUCKS CORP$1.4M1.13%15,513CommonNONE
79466L302CRMSALESFORCE INC$1.4M1.13%5,192CommonNONE
17275R102CSCOCISCO SYS INC$1.4M1.10%19,987CommonNONE
060505104BACBANK AMERICA CORP$1.4M1.10%29,090CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.4M1.09%1,388CommonNONE
747525103QCOMQUALCOMM INC$1.3M1.03%8,148CommonNONE
478160104JNJJOHNSON & JOHNSON$1.3M1.01%8,312CommonNONE
166764100CVXCHEVRON CORP NEW$1.2M0.97%8,509CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.2M0.95%25,685CommonNONE
191216100KOCOCA COLA CO$1.2M0.94%16,604CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.1M0.89%8,422CommonNONE
64110L106NFLXNETFLIX INC$1.1M0.84%792CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.0M0.82%3,538CommonNONE
58933Y105MRKMERCK & CO INC$1.0M0.81%12,855CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$1.0M0.81%16,941CommonNONE
437076102HDHOME DEPOT INC$959,6460.76%2,617CommonNONE
808524607SCHASCHWAB STRATEGIC TR$953,0360.76%37,669CommonNONE
949746101WMT2WELLS FARGO CO NEW$920,9470.73%11,495CommonNONE
742718109PGPROCTER AND GAMBLE CO$855,3650.68%5,369CommonNONE
254687106DISDISNEY WALT CO$820,9770.65%6,620CommonNONE
983134107WYNNWYNN RESORTS LTD$781,2180.62%8,340CommonNONE
031162100AMGNAMGEN INC$779,4330.62%2,792CommonNONE
75513E101RTXRTX CORPORATION$752,1450.60%5,151CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$748,7250.60%33,879CommonNONE
713448108PEPPEPSICO INC$743,6020.59%5,632CommonNONE
172967424CCITIGROUP INC$743,2510.59%8,732CommonNONE
922908363VOOVANGUARD INDEX FDS$730,4890.58%1,286CommonNONE
375558103GILDGILEAD SCIENCES INC$716,9070.57%6,466CommonNONE
247361702DALDELTA AIR LINES INC DEL$643,9810.51%13,094CommonNONE
464287655IWMISHARES TR$642,8800.51%2,979CommonNONE
808524623SCUSSCHWAB STRATEGIC TR$639,8520.51%25,401CommonNONE
345370860FFORD MTR CO$631,0720.50%58,163CommonNONE
37045V100GMGENERAL MTRS CO$628,5550.50%12,773CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$600,8910.48%53,988CommonNONE
655844108NSCNORFOLK SOUTHN CORP$580,9230.46%2,270CommonNONE
002824100ABTABBOTT LABS$549,1770.44%4,038CommonNONE
G5960L103MDTMEDTRONIC PLC$523,0200.42%6,000CommonNONE
92826C839VVISA INC$501,8570.40%1,413CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$501,2930.40%28,163CommonNONE
808524706SCHESCHWAB STRATEGIC TR$489,0910.39%16,227CommonNONE
055622104BPBP PLC$464,7740.37%15,529CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$457,4860.36%3,224CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$452,0430.36%1,533CommonNONE
464287556IBBISHARES TR$445,2660.35%3,520CommonNONE
149123101CATCATERPILLAR INC$445,2210.35%1,147CommonNONE
65339F101NEENEXTERA ENERGY INC$442,7300.35%6,378CommonNONE
808513105SCHWSCHWAB CHARLES CORP$433,5020.35%4,751CommonNONE
464287234EEMISHARES TR$430,5900.34%8,926CommonNONE
464287648IWOISHARES TR$420,9400.34%1,473CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$416,6300.33%1,335CommonNONE
464287432TLTISHARES TR$414,5870.33%4,698CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$396,0660.32%35,300CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$395,1350.31%14,810CommonNONE
458140100INTCINTEL CORP$386,7130.31%17,264CommonNONE
922908751VBVANGUARD INDEX FDS$379,5360.30%1,602CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$361,4400.29%7,308CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$355,2750.28%12,163CommonNONE
02209S103MOALTRIA GROUP INC$351,4330.28%5,994CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$351,2120.28%723CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$348,7700.28%4,500CommonNONE
922908611VBRVANGUARD INDEX FDS$344,4840.27%1,766CommonNONE
97717W315DEMWISDOMTREE TR$330,8730.26%7,306CommonNONE
189054109CLXCLOROX CO DEL$330,8470.26%2,755CommonNONE
464287630IWNISHARES TR$328,5470.26%2,083CommonNONE
464288687PFFISHARES TR$324,9160.26%10,590CommonNONE
00287Y109ABBVABBVIE INC$321,9220.26%1,734CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$316,9460.25%1,252CommonNONE
756109104OREALTY INCOME CORP$314,4560.25%5,458CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$305,9900.24%12,469CommonNONE
78464A870XBISPDR SERIES TRUST$302,7840.24%3,651CommonNONE
718172109PMPHILIP MORRIS INTL INC$300,2460.24%1,649CommonNONE
30231G102XOMEXXON MOBIL CORP$299,5600.24%2,779CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$297,7280.24%595CommonNONE
806857108SLBSCHLUMBERGER LTD$290,0070.23%8,580CommonNONE
808524730FNDESCHWAB STRATEGIC TR$289,6250.23%8,774CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$289,0470.23%13,977CommonNONE
464286400EWZISHARES INC$288,5620.23%10,002CommonNONE
11135F101AVGOBROADCOM INC$287,1800.23%1,042CommonNONE
194162103CLCOLGATE PALMOLIVE CO$285,1830.23%3,137CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$282,3070.22%399CommonNONE
00724F101ADBEADOBE INC$277,0060.22%716CommonNONE
808524763FNDASCHWAB STRATEGIC TR$276,2120.22%9,641CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$269,9040.21%3,182CommonNONE
011659109ALKALASKA AIR GROUP INC$263,4260.21%5,324CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$251,0930.20%1,863CommonNONE
88579Y101MMM3M CO$249,3790.20%1,638CommonNONE
464287507IJHISHARES TR$244,7570.19%3,946CommonNONE
78464A300SLYVSPDR SERIES TRUST$229,5040.18%2,877CommonNONE
87612E106TGTTARGET CORP$228,7610.18%2,319CommonNONE
57636Q104MAMASTERCARD INCORPORATED$226,9760.18%404CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$217,2080.17%5,427CommonNONE
74348A467NOBLPROSHARES TR$214,2580.17%2,128CommonNONE
46137V548PIDINVESCO EXCHANGE TRADED FD T$213,3720.17%10,408CommonNONE
921937827BSVVANGUARD BD INDEX FDS$212,7970.17%2,704CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$211,7870.17%3,460CommonNONE
244199105DEDEERE & CO$208,7130.17%410CommonNONE
58155Q103MCKMCKESSON CORP$206,6440.16%282CommonNONE
654106103NKENIKE INC$204,8390.16%2,883CommonNONE
68389X105ORCLORACLE CORP$204,6530.16%936CommonNONE
904767704UNILEVER PLC$204,3940.16%3,341CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$200,9710.16%10,679CommonNONE
00130H105AESAES CORP$122,9440.10%11,687CommonNONE
670928100NUVNUVEEN MUN VALUE FD INC$112,2440.09%12,917CommonNONE
98421M106XRXXEROX HOLDINGS CORP$99,1910.08%18,822CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.