# EDGAR Filing Document

**Accession Number:** 0001934500
**File Stem:** 0001934500-26-000006
**Filing Date:** 2026-5
**Character Count:** 16479
**Document Hash:** 5240f2a745b8a6769d2b913175520529
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001934500-26-000006.hdr.sgml**: 20260508

**ACCESSION NUMBER**: 0001934500-26-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260508

**DATE AS OF CHANGE**: 20260507

**EFFECTIVENESS DATE**: 20260508

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Coastwise Capital Group, LLC
- **CENTRAL INDEX KEY:** 0001934500

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22636
- **FILM NUMBER:** 26955541

**BUSINESS ADDRESS:**
- **STREET 1:** 7777 FAY AVENUE
- **STREET 2:** SUITE G5
- **CITY:** LA JOLLA
- **STATE:** CA
- **ZIP:** 92037
- **BUSINESS PHONE:** 858-454-6670

**MAIL ADDRESS:**
- **STREET 1:** 7777 FAY AVENUE
- **STREET 2:** SUITE G5
- **CITY:** LA JOLLA
- **STATE:** CA
- **ZIP:** 92037

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Coastwise Capital Group LLC<br>**Address:** 7777 FAY AVENUE<br>SUITE G5<br>LA JOLLA, CA 92037

**Form 13F File Number:** 028-22636

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Samuel Lyman<br>**Title:** Compliance Consultant<br>**Phone:** 720-210-9470

**Signature, Place, and Date of Signing:**

Samuel Lyman  Broomfield, CO  05-07-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 128

**Form 13F Information Table Value Total:** $180090100

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Schwab Small Cap Index | Mutual Funds | 808509848 |  | 200063 | 4979 | SH |  | SOLE |  | 0 | 0 | 4979 |
| American Fd Small Cap | Mutual Funds | 831681101 |  | 200440 | 2764 | SH |  | SOLE |  | 0 | 0 | 2764 |
| iShares Ethereum Trust ETF | Equities | 46438R105 |  | 201073 | 12702 | SH |  | SOLE |  | 0 | 0 | 12702 |
| Schwab Intl Index Fund | Mutual Funds | 808509830 |  | 203165 | 7001 | SH |  | SOLE |  | 0 | 0 | 7001 |
| Philip Morris Intl Inc | Equities | 718172109 |  | 214184 | 1295 | SH |  | SOLE |  | 0 | 0 | 1295 |
| Wal-Mart Stores Inc | Equities | 931142103 |  | 215619 | 1735 | SH |  | SOLE |  | 0 | 0 | 1735 |
| Vanguard European | Equities | 922042874 |  | 220088 | 2670 | SH |  | SOLE |  | 0 | 0 | 2670 |
| Alaska Air Group Inc De | Equities | 011659109 |  | 221559 | 6024 | SH |  | SOLE |  | 0 | 0 | 6024 |
| Dow Chemical Company | Equities | 260557103 |  | 232328 | 5578 | SH |  | SOLE |  | 0 | 0 | 5578 |
| Colgate-Palmolive Co | Equities | 194162103 |  | 236921 | 2780 | SH |  | SOLE |  | 0 | 0 | 2780 |
| Mckesson Corporation | Equities | 58155Q103 |  | 244032 | 282 | SH |  | SOLE |  | 0 | 0 | 282 |
| Blackrock Inc | Equities | 09290D101 |  | 246409 | 256 | SH |  | SOLE |  | 0 | 0 | 256 |
| Sector Spdr Tech Select | Equities | 81369Y803 |  | 252184 | 1898 | SH |  | SOLE |  | 0 | 0 | 1898 |
| Morgan Stanley | Equities | 617446448 |  | 252675 | 1535 | SH |  | SOLE |  | 0 | 0 | 1535 |
| Sprott Physical Gold Etv | Equities | 85207H104 |  | 255168 | 7200 | SH |  | SOLE |  | 0 | 0 | 7200 |
| Ishares Tr S Midcap | Equities | 464287507 |  | 269316 | 3988 | SH |  | SOLE |  | 0 | 0 | 3988 |
| Schwab Fundamental Inl | Equities | 808524755 |  | 272029 | 5560 | SH |  | SOLE |  | 0 | 0 | 5560 |
| Spdr S 600 Small Cap | Equities | 78464A300 |  | 278064 | 2940 | SH |  | SOLE |  | 0 | 0 | 2940 |
| Eaton Corporation | Equities | G29183103 |  | 278267 | 778 | SH |  | SOLE |  | 0 | 0 | 778 |
| Vanguard Short-Term Bond | Equities | 921937827 |  | 290742 | 3708 | SH |  | SOLE |  | 0 | 0 | 3708 |
| Ishares Tr S Smallcap | Equities | 464287804 |  | 295830 | 2380 | SH |  | SOLE |  | 0 | 0 | 2380 |
| Realty Income Corp | User-Defined | 756109104 |  | 300927 | 4919 | SH |  | SOLE |  | 0 | 0 | 4919 |
| Clorox Company | Equities | 189054109 |  | 306022 | 2953 | SH |  | SOLE |  | 0 | 0 | 2953 |
| Oracle Corporation | Equities | 68389X105 |  | 306859 | 2086 | SH |  | SOLE |  | 0 | 0 | 2086 |
| Sector Spdr Health Fund | Equities | 81369Y209 |  | 311952 | 2128 | SH |  | SOLE |  | 0 | 0 | 2128 |
| Schwab Fundamental US | Equities | 808524763 |  | 315782 | 9737 | SH |  | SOLE |  | 0 | 0 | 9737 |
| Uber Technologies Inc | Equities | 90353T100 |  | 320808 | 4460 | SH |  | SOLE |  | 0 | 0 | 4460 |
| Ishares Tr Comex Gold | Equities | 464285204 |  | 326192 | 3700 | SH |  | SOLE |  | 0 | 0 | 3700 |
| Vanguard Msci Eafe Etf | Equities | 921943858 |  | 339754 | 5302 | SH |  | SOLE |  | 0 | 0 | 5302 |
| American Fd Fundamental | Mutual Funds | 360802102 |  | 341545 | 3851 | SH |  | SOLE |  | 0 | 0 | 3851 |
| The Charles Schwab Corp | Equities | 808513105 |  | 345448 | 3676 | SH |  | SOLE |  | 0 | 0 | 3676 |
| Schw US Lcap Gro Etf | Equities | 808524300 |  | 346246 | 11886 | SH |  | SOLE |  | 0 | 0 | 11886 |
| Sch Fnd Em Lg Etf | Equities | 808524730 |  | 346463 | 9055 | SH |  | SOLE |  | 0 | 0 | 9055 |
| Schwab Fundamental US | Equities | 808524771 |  | 351158 | 12609 | SH |  | SOLE |  | 0 | 0 | 12609 |
| Target Corporation | Equities | 87612E106 |  | 351431 | 2900 | SH |  | SOLE |  | 0 | 0 | 2900 |
| Wisdomtree Emerging Mkts | Equities | 97717W315 |  | 366819 | 7382 | SH |  | SOLE |  | 0 | 0 | 7382 |
| Intl Business Machines | Equities | 459200101 |  | 369046 | 1523 | SH |  | SOLE |  | 0 | 0 | 1523 |
| Advanced Micro Devic | Equities | 007903107 |  | 381228 | 1874 | SH |  | SOLE |  | 0 | 0 | 1874 |
| Guggenheim S 500 Equal | Equities | 46137V357 |  | 381347 | 1987 | SH |  | SOLE |  | 0 | 0 | 1987 |
| Ishares S U S Pfd Fund | Equities | 464288687 |  | 382636 | 12620 | SH |  | SOLE |  | 0 | 0 | 12620 |
| Sector Spdr Engy Select | Equities | 81369Y506 |  | 388417 | 6340 | SH |  | SOLE |  | 0 | 0 | 6340 |
| Spdr S Biotech Etf | Equities | 78464A870 |  | 394693 | 3090 | SH |  | SOLE |  | 0 | 0 | 3090 |
| Abbvie Inc | Equities | 00287Y109 |  | 403795 | 1857 | SH |  | SOLE |  | 0 | 0 | 1857 |
| Nike Inc Class B | Equities | 654106103 |  | 406009 | 7687 | SH |  | SOLE |  | 0 | 0 | 7687 |
| Northrop Grumman Corp | Equities | 666807102 |  | 409410 | 600 | SH |  | SOLE |  | 0 | 0 | 600 |
| Schlumberger Ltd | Equities | 806857108 |  | 410733 | 7992 | SH |  | SOLE |  | 0 | 0 | 7992 |
| American Airls Group Inc | Equities | 02376R102 |  | 414564 | 38600 | SH |  | SOLE |  | 0 | 0 | 38600 |
| Vanguard Small Cap | Equities | 922908751 |  | 419479 | 1602 | SH |  | SOLE |  | 0 | 0 | 1602 |
| First TRUST Preferred | Equities | 33739E108 |  | 420662 | 23699 | SH |  | SOLE |  | 0 | 0 | 23699 |
| Conocophillips | Equities | 20825C104 |  | 421294 | 3192 | SH |  | SOLE |  | 0 | 0 | 3192 |
| Sch US Tips Etf | Equities | 808524870 |  | 432459 | 16252 | SH |  | SOLE |  | 0 | 0 | 16252 |
| Ishares Tr Russell | Equities | 464287648 |  | 463191 | 1476 | SH |  | SOLE |  | 0 | 0 | 1476 |
| Home Depot Inc | Equities | 437076102 |  | 473223 | 1439 | SH |  | SOLE |  | 0 | 0 | 1439 |
| Vanguard Small Cap Value | Equities | 922908611 |  | 477401 | 2197 | SH |  | SOLE |  | 0 | 0 | 2197 |
| Gilead Sciences Inc | Equities | 375558103 |  | 480292 | 3446 | SH |  | SOLE |  | 0 | 0 | 3446 |
| Ishares Tr Barclays Bond | Equities | 464287432 |  | 507657 | 5856 | SH |  | SOLE |  | 0 | 0 | 5856 |
| Medtronic Inc | Equities | G5960L103 |  | 511235 | 5900 | SH |  | SOLE |  | 0 | 0 | 5900 |
| Berkshire Hathaway Cl B | Equities | 084670702 |  | 525203 | 1096 | SH |  | SOLE |  | 0 | 0 | 1096 |
| Schwab Ultra Short Income ETF | Equities | 808524623 |  | 526748 | 20903 | SH |  | SOLE |  | 0 | 0 | 20903 |
| Ishares Nasdaq Bio Etf | Equities | 464287556 |  | 527197 | 3122 | SH |  | SOLE |  | 0 | 0 | 3122 |
| Exxon Mobil Corporation | Equities | 30231G102 |  | 548747 | 3234 | SH |  | SOLE |  | 0 | 0 | 3234 |
| Avago Technologies | Equities | 11135F101 |  | 549239 | 1775 | SH |  | SOLE |  | 0 | 0 | 1775 |
| Invesco Preferred ETF | Equities | 46138E511 |  | 568666 | 52267 | SH |  | SOLE |  | 0 | 0 | 52267 |
| Schw Emg Mkt Eq Etf | Equities | 808524706 |  | 573580 | 17408 | SH |  | SOLE |  | 0 | 0 | 17408 |
| Ford Motor Company New | Equities | 345370860 |  | 577514 | 50045 | SH |  | SOLE |  | 0 | 0 | 50045 |
| Fidelity Freedom 2035 | Mutual Funds | 315792655 |  | 577947 | 32597 | SH |  | SOLE |  | 0 | 0 | 32597 |
| Disney Walt Co | Equities | 254687106 |  | 594293 | 6166 | SH |  | SOLE |  | 0 | 0 | 6166 |
| Citigroup Inc | Equities | 172967424 |  | 597689 | 5270 | SH |  | SOLE |  | 0 | 0 | 5270 |
| Wells Fargo  Co New | Equities | 949746101 |  | 605530 | 7606 | SH |  | SOLE |  | 0 | 0 | 7606 |
| Visa Inc Cl A | Equities | 92826C839 |  | 611709 | 2024 | SH |  | SOLE |  | 0 | 0 | 2024 |
| Schwab S 500 Index Fd | Mutual Funds | 808509855 |  | 627063 | 37392 | SH |  | SOLE |  | 0 | 0 | 37392 |
| Nextera Energy Inc | Equities | 65339F101 |  | 633830 | 6824 | SH |  | SOLE |  | 0 | 0 | 6824 |
| Norfolk Southern Corp | Equities | 655844108 |  | 652929 | 2275 | SH |  | SOLE |  | 0 | 0 | 2275 |
| Delta Air Lines Inc New | Equities | 247361702 |  | 653423 | 9829 | SH |  | SOLE |  | 0 | 0 | 9829 |
| General Motors Co | Equities | 37045V100 |  | 671403 | 9012 | SH |  | SOLE |  | 0 | 0 | 9012 |
| Intel Corp | Equities | 458140100 |  | 686500 | 15556 | SH |  | SOLE |  | 0 | 0 | 15556 |
| Abbott Laboratories | Equities | 002824100 |  | 695980 | 6779 | SH |  | SOLE |  | 0 | 0 | 6779 |
| Bp Plc Adr | Equities | 055622104 |  | 745554 | 15863 | SH |  | SOLE |  | 0 | 0 | 15863 |
| Ishares Core S | Equities | 464287200 |  | 782160 | 1197 | SH |  | SOLE |  | 0 | 0 | 1197 |
| Caterpillar Inc | Equities | 149123101 |  | 786047 | 1110 | SH |  | SOLE |  | 0 | 0 | 1110 |
| First TRUST Enhanced | Equities | 33739Q408 |  | 803833 | 13447 | SH |  | SOLE |  | 0 | 0 | 13447 |
| Ishares Tr Russell | Equities | 464287655 |  | 811310 | 3271 | SH |  | SOLE |  | 0 | 0 | 3271 |
| Unitedhealth Group Inc | Equities | 91324P102 |  | 835234 | 3087 | SH |  | SOLE |  | 0 | 0 | 3087 |
| Wynn Resorts | Equities | 983134107 |  | 839826 | 8270 | SH |  | SOLE |  | 0 | 0 | 8270 |
| Raytheon Technologies Co | Equities | 75513E101 |  | 911071 | 4723 | SH |  | SOLE |  | 0 | 0 | 4723 |
| Pepsico Incorporated | Equities | 713448108 |  | 968726 | 6238 | SH |  | SOLE |  | 0 | 0 | 6238 |
| Vanguard S 500 Etf | Equities | 922908363 |  | 998645 | 1671 | SH |  | SOLE |  | 0 | 0 | 1671 |
| Procter  Gamble | Equities | 742718109 |  | 1025747 | 7102 | SH |  | SOLE |  | 0 | 0 | 7102 |
| Amgen Incorporated | Equities | 031162100 |  | 1070033 | 3041 | SH |  | SOLE |  | 0 | 0 | 3041 |
| Jpmorgan Chase  Co | Equities | 46625H100 |  | 1076363 | 3659 | SH |  | SOLE |  | 0 | 0 | 3659 |
| Salesforce Com | Equities | 79466L302 |  | 1095322 | 5868 | SH |  | SOLE |  | 0 | 0 | 5868 |
| Schw US Scap Etf | Equities | 808524607 |  | 1195439 | 41109 | SH |  | SOLE |  | 0 | 0 | 41109 |
| Bank Of America Corp | Equities | 060505104 |  | 1285033 | 26360 | SH |  | SOLE |  | 0 | 0 | 26360 |
| Qualcomm Inc | Equities | 747525103 |  | 1321681 | 10263 | SH |  | SOLE |  | 0 | 0 | 10263 |
| General Dynamics Corp | Equities | 369550108 |  | 1339371 | 3902 | SH |  | SOLE |  | 0 | 0 | 3902 |
| Cisco Systems Inc | Equities | 17275R102 |  | 1352060 | 17426 | SH |  | SOLE |  | 0 | 0 | 17426 |
| Coca Cola Company | Equities | 191216100 |  | 1359638 | 17878 | SH |  | SOLE |  | 0 | 0 | 17878 |
| Schw Intl Eq Etf | Equities | 808524805 |  | 1378708 | 55705 | SH |  | SOLE |  | 0 | 0 | 55705 |
| Starbucks Corp | Equities | 855244109 |  | 1409869 | 15737 | SH |  | SOLE |  | 0 | 0 | 15737 |
| Boeing Co | Equities | 097023105 |  | 1411394 | 7091 | SH |  | SOLE |  | 0 | 0 | 7091 |
| Vanguard High Dividend | Equities | 921946406 |  | 1449510 | 9787 | SH |  | SOLE |  | 0 | 0 | 9787 |
| Netflix Inc | Equities | 64110L106 |  | 1493210 | 15530 | SH |  | SOLE |  | 0 | 0 | 15530 |
| Costco Whsl Corp New | Equities | 22160K105 |  | 1497961 | 1503 | SH |  | SOLE |  | 0 | 0 | 1503 |
| Johnson  Johnson | Equities | 478160104 |  | 1540756 | 6303 | SH |  | SOLE |  | 0 | 0 | 6303 |
| Merck  Co Inc | Equities | 58933Y105 |  | 1542338 | 12822 | SH |  | SOLE |  | 0 | 0 | 12822 |
| First TRUST Senior Loan | Equities | 33738D309 |  | 1633202 | 36455 | SH |  | SOLE |  | 0 | 0 | 36455 |
| Bristol-Myers Squibb Co | Equities | 110122108 |  | 1727983 | 28491 | SH |  | SOLE |  | 0 | 0 | 28491 |
| Lockheed Martin Corp | Equities | 539830109 |  | 1754185 | 2902 | SH |  | SOLE |  | 0 | 0 | 2902 |
| A T  T Inc New | Equities | 00206R102 |  | 1844762 | 63634 | SH |  | SOLE |  | 0 | 0 | 63634 |
| Chevron Corporation | Equities | 166764100 |  | 1857248 | 8977 | SH |  | SOLE |  | 0 | 0 | 8977 |
| SPDR Dow Jones Ind ETF | Equities | 78467X109 |  | 1901701 | 4106 | SH |  | SOLE |  | 0 | 0 | 4106 |
| Invesco Qqq TRUST | Equities | 46090E103 |  | 2015199 | 3491 | SH |  | SOLE |  | 0 | 0 | 3491 |
| Pfizer Incorporated | Equities | 717081103 |  | 2132781 | 75954 | SH |  | SOLE |  | 0 | 0 | 75954 |
| Meta Platforms Inc | Equities | 30303M102 |  | 2435926 | 4258 | SH |  | SOLE |  | 0 | 0 | 4258 |
| Spdr Portfolio S 600 | Equities | 78468R853 |  | 2510072 | 51947 | SH |  | SOLE |  | 0 | 0 | 51947 |
| Tesla Motors Inc | Equities | 88160R101 |  | 2569536 | 6912 | SH |  | SOLE |  | 0 | 0 | 6912 |
| Verizon Communications | Equities | 92343V104 |  | 2688195 | 53550 | SH |  | SOLE |  | 0 | 0 | 53550 |
| Lam Research Corporation | Equities | 512807306 |  | 3306389 | 15475 | SH |  | SOLE |  | 0 | 0 | 15475 |
| Schw US Lcap Val Etf | Equities | 808524409 |  | 4897483 | 160573 | SH |  | SOLE |  | 0 | 0 | 160573 |
| Nvidia Corp | Equities | 67066G104 |  | 5093023 | 29203 | SH |  | SOLE |  | 0 | 0 | 29203 |
| Microsoft Corp | Equities | 594918104 |  | 5356502 | 14470 | SH |  | SOLE |  | 0 | 0 | 14470 |
| Amazon Com Inc | Equities | 023135106 |  | 6078985 | 29188 | SH |  | SOLE |  | 0 | 0 | 29188 |
| Alphabet Inc. | Equities | 02079K305 |  | 6316303 | 22019 | SH |  | SOLE |  | 0 | 0 | 22019 |
| Schwab Value Advantage | Mutual Funds | 808515605 |  | 7500620 | 7500620 | SH |  | SOLE |  | 0 | 0 | 7500620 |
| S P D R TRUST Unit SR | Equities | 78462F103 |  | 7617856 | 11714 | SH |  | SOLE |  | 0 | 0 | 11714 |
| Apple Inc | Equities | 037833100 |  | 7925559 | 31229 | SH |  | SOLE |  | 0 | 0 | 31229 |
| Sch US Div Equity Etf | Equities | 808524797 |  | 13723579 | 447314 | SH |  | SOLE |  | 0 | 0 | 447314 |
| Schwab Value Advantage | Mutual Funds | 808515696 |  | 23864649 | 23864649 | SH |  | SOLE |  | 0 | 0 | 23864649 |

---