Coastwise Capital Group, LLC - Q12026 Holdings

Coastwise Capital Group, LLC holds 125 stocks with a total portfolio value of $ 180.09M as of Q12026. In Q12026, Coastwise Capital Group, LLC added 9 new positions, increased stakes in 53 stocks, reduced 50 holdings, and fully exited 71 positions. The largest holding is Schwab Value Advantage (TMFC), representing 13.25% of the total portfolio.