SEC Form 13F · Q1 2026

Coastwise Capital Group, LLC

Institutional Holdings Report

13F-HRCA
$180.1M
Portfolio Value
128
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Coastwise Capital Group, LLC
CIK
1934500
Accession No.
0001934500-26-000006
Location
LA JOLLA, CA
Form Type
13F-HR
Portfolio Value
$180.1M
Holdings Reported
128
Reporting Period
Q1 2026
Filed
May 8, 2026

About this Filing

Coastwise Capital Group, LLC is an institutional investment manager based in LA JOLLA, CA reporting approximately $180.1M in 13(f) securities across 128 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.