Coastwise Capital Group, LLC
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.6ptsvs SPY
Invested
$180.1M
Holdings
130
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SNAXX
Schwab Value Advantage
Held since at least Q1 2024
13.3%
02
$SCHD
Sch US Div Equity Etf
Q1 2026: Increased +6.4% (829.4k → 882.6k shares)
7.6%
03
$AAPL
Apple Inc
Q1 2026: Increased +83.7% (11.00M → 20.21M shares)
4.4%
04
$SPY
S P D R TRUST Unit SR
Q1 2026: Increased +88.8% (1.58M → 2.98M shares)
4.2%
05
$SWVXX
Schwab Value Advantage
Held since at least Q1 2024
4.2%
06
$GOOGL
Alphabet Inc.
Q1 2026: Increased +80.2% (5.18M → 9.33M shares)
3.5%
07
$AMZN
Amazon Com Inc
Q1 2026: Increased +67.9% (7.39M → 12.41M shares)
3.4%
08
$MSFT
Microsoft Corp
Q1 2026: Increased +82.4% (6.04M → 11.01M shares)
3.0%
09
$NVDA
Nvidia Corp
Q1 2026: Increased +102.4% (10.24M → 20.73M shares)
2.8%
10
$SCHV
Schw US Lcap Val Etf
Q1 2026: Sold 0.8% (96.6k → 95.9k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:46 UTC.