Coastwise Capital Group, LLC - Q42025 Holdings

Coastwise Capital Group, LLC holds 157 stocks with a total portfolio value of $ 200.17M as of Q42025. In Q42025, Coastwise Capital Group, LLC added 39 new positions, increased stakes in 84 stocks, reduced 27 holdings, and fully exited 13 positions. The largest holding is Schwab Value Advantage (TMFC), representing 12.17% of the total portfolio.