Coastwise Capital Group, LLC ETF holdings
La Jolla, CA
Reported $60.8M in 51 ETFs in its Form 13F for June 30, 2026.
ETF value
$60.8M
ETFs held
51
Change from prior quarter
+15.2%
With price moves
ETFs as a share of its 13F
35.3%
of $172.0M
Top 10 of 51 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ETF | $14.3M | 449,966 | +2,652 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $8.9M | 11,984 | +270 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $5.5M | 158,886 | −1,687 shares |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $3.2M | 54,963 | +3,016 shares |
| QQQ | Invesco QQQ Trust | $2.3M | 3,145 | −346 shares |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $2.1M | 4,054 | −52 shares |
| SCHF | Schwab International Equity ETF | $1.8M | 65,298 | +9,593 shares |
| VYM | Vanguard High Dividend Yield ETF | $1.6M | 10,144 | +357 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $1.5M | 42,900 | +1,791 shares |
| FTSL | First Trust Senior Loan Fund | $1.5M | 34,211 | −2,244 shares |
41 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001934500. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Coastwise Capital Group, LLC own?
Coastwise Capital Group, LLC reported 51 ETF positions worth $60.8M in its Form 13F for June 30, 2026. The largest was SCHD, at $14.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.