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| Happy Holidays!! thanks for using AUM13F!! |
| Coastwise Capital Group LLC
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| CRD # | 139564 |
| SEC # | 801-126023 |
| CIK # | 0001934500 |
| AUM | $184.5 M (2025-04-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 858-454-6670 |
| Address | 7777 Fay Avenue La Jolla, CA 92037 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001934500 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.6 | ||
| Microsoft Corp | 5.5 | ||
| Nvidia Corp | 5.3 | ||
| Amazon Com Inc | 5.1 | ||
| Alphabet Inc | 3.8 | ||
| Facebook Inc | 2.6 | ||
| Verizon Communications Inc | 2.3 | ||
| Tesla Motors Inc | 2.0 | ||
| Pfizer Inc | 1.8 | ||
| General Dynamics Corp | 1.7 | ||
| AT&T Inc | 1.6 | ||
| Boeing Co | 1.5 | ||
| Lockheed Martin Corp | 1.4 | ||
| Starbucks Corp | 1.4 | ||
| Salesforce Com Inc | 1.4 | ||
| Cisco Systems Inc | 1.4 | ||
| Bank of America Corp /DE/ | 1.4 | ||
| Costco Wholesale Corp /NEW | 1.4 | ||
| Qualcomm Inc/DE | 1.3 | ||
| Johnson & Johnson | 1.3 | ||
| Chevron Corp | 1.2 | ||
| Bristol Myers Squibb Co | 1.2 | ||
| Coca Cola Co | 1.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 44.0 |
| (b) Individuals (high net worth individuals) | 50 | 140.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 397 | 184.5 |
| By Discretionary | ||
| Discretionary | 397 | 184.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 397 | 184.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.5 | |
| Total | 397 | 184.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001934500] |
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