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Samuel Lyman

Coastwise Capital Group, Llc

Assets Managed
$180.09M
Holdings
128
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
-10.03%(2Q avg: 15.4%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Coastwise Capital Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 128 positions.

Assets under management

The assets under management (AUM) of Coastwise Capital Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 180.09M in assets, with a quarterly growth rate of -10.03% and a 2-quarter average growth rate of 15.4%. The portfolio is managed by Samuel Lyman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SNAXX
Schwab Value Adv Money-isp
Recent Activity
Decreased -2.07%
13.26%
$23.865M
23.865M shares@ $1.0 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -0.87%
7.63%
$13.724M
447,314 shares@ $30.68 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.89%
4.41%
$7.926M
31,229 shares@ $253.79 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.36%
4.24%
$7.618M
11,714 shares@ $650.33 avg price
SWVXX
Schwab Value Adv Money-inv
Recent Activity
Increased 11.21%
4.17%
$7.501M
7.501M shares@ $1.0 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 3%
3.51%
$6.316M
22,019 shares@ $286.86 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 21.22%
3.38%
$6.079M
29,188 shares@ $208.28 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 28.73%
2.98%
$5.357M
14,470 shares@ $370.18 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -6.82%
2.83%
$5.093M
29,203 shares@ $174.41 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 1.62%
2.72%
$4.897M
160,573 shares@ $30.51 avg price

1-10 of 128