# EDGAR Filing Document

**Accession Number:** 0001934500
**File Stem:** 0001934500-25-000006
**Filing Date:** 2025-7
**Character Count:** 15786
**Document Hash:** a3262f59f1fcf8a21882d156e4f926b0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001934500-25-000006.hdr.sgml**: 20250711

**ACCESSION NUMBER**: 0001934500-25-000006

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250711

**DATE AS OF CHANGE**: 20250711

**EFFECTIVENESS DATE**: 20250711

**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:** 251119401

**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:** 06-30-2025

**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

**CRD Number (if applicable):** 000139564

**SEC File Number (if applicable):** 801-126023

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:** Brad Saenz<br>**Title:** Chief Operating Officer<br>**Phone:** (858) 454-6670

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

Brad Saenz  La Jolla, CA  07-10-2025<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:** 124

**Form 13F Information Table Value Total:** $125595531

      (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 |
| 3M CO | COM | 88579Y101 |  | 249379 | 1638 | SH |  | SOLE |  | 0 | 0 | 1638 |
| AES CORP | COM | 00130H105 |  | 122944 | 11687 | SH |  | SOLE |  | 0 | 0 | 11687 |
| AT INC | COM | 00206R102 |  | 1645871 | 56872 | SH |  | SOLE |  | 0 | 0 | 56872 |
| ABBOTT LABS | COM | 002824100 |  | 549177 | 4038 | SH |  | SOLE |  | 0 | 0 | 4038 |
| ABBVIE INC | COM | 00287Y109 |  | 321922 | 1734 | SH |  | SOLE |  | 0 | 0 | 1734 |
| ADOBE INC | COM | 00724F101 |  | 277006 | 716 | SH |  | SOLE |  | 0 | 0 | 716 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 457486 | 3224 | SH |  | SOLE |  | 0 | 0 | 3224 |
| ALASKA AIR GROUP INC | COM | 011659109 |  | 263426 | 5324 | SH |  | SOLE |  | 0 | 0 | 5324 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3776455 | 21289 | SH |  | SOLE |  | 0 | 0 | 21289 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 351433 | 5994 | SH |  | SOLE |  | 0 | 0 | 5994 |
| AMAZON COM INC | COM | 023135106 |  | 5067909 | 23100 | SH |  | SOLE |  | 0 | 0 | 23100 |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 |  | 396066 | 35300 | SH |  | SOLE |  | 0 | 0 | 35300 |
| AMGEN INC | COM | 031162100 |  | 779433 | 2792 | SH |  | SOLE |  | 0 | 0 | 2792 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 |  | 200971 | 10679 | SH |  | SOLE |  | 0 | 0 | 10679 |
| APPLE INC | COM | 037833100 |  | 6643850 | 32382 | SH |  | SOLE |  | 0 | 0 | 32382 |
| BROADCOM INC | COM | 11135F101 |  | 287180 | 1042 | SH |  | SOLE |  | 0 | 0 | 1042 |
| BANK AMERICA CORP | COM | 060505104 |  | 1376546 | 29090 | SH |  | SOLE |  | 0 | 0 | 29090 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 351212 | 723 | SH |  | SOLE |  | 0 | 0 | 723 |
| BOEING CO | COM | 097023105 |  | 1480171 | 7064 | SH |  | SOLE |  | 0 | 0 | 7064 |
| BP PLC | SPONSORED ADR | 055622104 |  | 464774 | 15529 | SH |  | SOLE |  | 0 | 0 | 15529 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 1188936 | 25685 | SH |  | SOLE |  | 0 | 0 | 25685 |
| CATERPILLAR INC | COM | 149123101 |  | 445221 | 1147 | SH |  | SOLE |  | 0 | 0 | 1147 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1218387 | 8509 | SH |  | SOLE |  | 0 | 0 | 8509 |
| CISCO SYS INC | COM | 17275R102 |  | 1386675 | 19987 | SH |  | SOLE |  | 0 | 0 | 19987 |
| CITIGROUP INC | COM NEW | 172967424 |  | 743251 | 8732 | SH |  | SOLE |  | 0 | 0 | 8732 |
| CLOROX CO DEL | COM | 189054109 |  | 330847 | 2755 | SH |  | SOLE |  | 0 | 0 | 2755 |
| COCA COLA CO | COM | 191216100 |  | 1174706 | 16604 | SH |  | SOLE |  | 0 | 0 | 16604 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 285183 | 3137 | SH |  | SOLE |  | 0 | 0 | 3137 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1373965 | 1388 | SH |  | SOLE |  | 0 | 0 | 1388 |
| DEERE  CO | COM | 244199105 |  | 208713 | 410 | SH |  | SOLE |  | 0 | 0 | 410 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 643981 | 13094 | SH |  | SOLE |  | 0 | 0 | 13094 |
| DISNEY WALT CO | COM | 254687106 |  | 820977 | 6620 | SH |  | SOLE |  | 0 | 0 | 6620 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 299560 | 2779 | SH |  | SOLE |  | 0 | 0 | 2779 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 1014238 | 16941 | SH |  | SOLE |  | 0 | 0 | 16941 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 501293 | 28163 | SH |  | SOLE |  | 0 | 0 | 28163 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 33738D309 |  | 2060239 | 44895 | SH |  | SOLE |  | 0 | 0 | 44895 |
| FORD MTR CO | COM | 345370860 |  | 631072 | 58163 | SH |  | SOLE |  | 0 | 0 | 58163 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1710701 | 5865 | SH |  | SOLE |  | 0 | 0 | 5865 |
| GENERAL MTRS CO | COM | 37045V100 |  | 628555 | 12773 | SH |  | SOLE |  | 0 | 0 | 12773 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 716907 | 6466 | SH |  | SOLE |  | 0 | 0 | 6466 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 282307 | 399 | SH |  | SOLE |  | 0 | 0 | 399 |
| HOME DEPOT INC | COM | 437076102 |  | 959646 | 2617 | SH |  | SOLE |  | 0 | 0 | 2617 |
| INTEL CORP | COM | 458140100 |  | 386713 | 17264 | SH |  | SOLE |  | 0 | 0 | 17264 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 452043 | 1533 | SH |  | SOLE |  | 0 | 0 | 1533 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 |  | 289047 | 13977 | SH |  | SOLE |  | 0 | 0 | 13977 |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | 46137V548 |  | 213372 | 10408 | SH |  | SOLE |  | 0 | 0 | 10408 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 600891 | 53988 | SH |  | SOLE |  | 0 | 0 | 53988 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2058614 | 3732 | SH |  | SOLE |  | 0 | 0 | 3732 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 211787 | 3460 | SH |  | SOLE |  | 0 | 0 | 3460 |
| ISHARES INC | MSCI BRAZIL ETF | 464286400 |  | 288562 | 10002 | SH |  | SOLE |  | 0 | 0 | 10002 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 430590 | 8926 | SH |  | SOLE |  | 0 | 0 | 8926 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 445266 | 3520 | SH |  | SOLE |  | 0 | 0 | 3520 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 324916 | 10590 | SH |  | SOLE |  | 0 | 0 | 10590 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 414587 | 4698 | SH |  | SOLE |  | 0 | 0 | 4698 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 642880 | 2979 | SH |  | SOLE |  | 0 | 0 | 2979 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 420940 | 1473 | SH |  | SOLE |  | 0 | 0 | 1473 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 328547 | 2083 | SH |  | SOLE |  | 0 | 0 | 2083 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 244757 | 3946 | SH |  | SOLE |  | 0 | 0 | 3946 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1269722 | 8312 | SH |  | SOLE |  | 0 | 0 | 8312 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1025759 | 3538 | SH |  | SOLE |  | 0 | 0 | 3538 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1445406 | 3121 | SH |  | SOLE |  | 0 | 0 | 3121 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 226976 | 404 | SH |  | SOLE |  | 0 | 0 | 404 |
| MCKESSON CORP | COM | 58155Q103 |  | 206644 | 282 | SH |  | SOLE |  | 0 | 0 | 282 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 523020 | 6000 | SH |  | SOLE |  | 0 | 0 | 6000 |
| MERCK  CO INC | COM | 58933Y105 |  | 1017615 | 12855 | SH |  | SOLE |  | 0 | 0 | 12855 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2643719 | 3582 | SH |  | SOLE |  | 0 | 0 | 3582 |
| MICROSOFT CORP | COM | 594918104 |  | 5459262 | 10975 | SH |  | SOLE |  | 0 | 0 | 10975 |
| NETFLIX INC | COM | 64110L106 |  | 1060591 | 792 | SH |  | SOLE |  | 0 | 0 | 792 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 442730 | 6378 | SH |  | SOLE |  | 0 | 0 | 6378 |
| NIKE INC | CL B | 654106103 |  | 204839 | 2883 | SH |  | SOLE |  | 0 | 0 | 2883 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 580923 | 2270 | SH |  | SOLE |  | 0 | 0 | 2270 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 297728 | 595 | SH |  | SOLE |  | 0 | 0 | 595 |
| NUVEEN MUN VALUE FD INC | COM | 670928100 |  | 112244 | 12917 | SH |  | SOLE |  | 0 | 0 | 12917 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 5250204 | 33231 | SH |  | SOLE |  | 0 | 0 | 33231 |
| ORACLE CORP | COM | 68389X105 |  | 204653 | 936 | SH |  | SOLE |  | 0 | 0 | 936 |
| PEPSICO INC | COM | 713448108 |  | 743602 | 5632 | SH |  | SOLE |  | 0 | 0 | 5632 |
| PFIZER INC | COM | 717081103 |  | 1823425 | 75224 | SH |  | SOLE |  | 0 | 0 | 75224 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 300246 | 1649 | SH |  | SOLE |  | 0 | 0 | 1649 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 855365 | 5369 | SH |  | SOLE |  | 0 | 0 | 5369 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 214258 | 2128 | SH |  | SOLE |  | 0 | 0 | 2128 |
| QUALCOMM INC | COM | 747525103 |  | 1297606 | 8148 | SH |  | SOLE |  | 0 | 0 | 8148 |
| RTX CORPORATION | COM | 75513E101 |  | 752145 | 5151 | SH |  | SOLE |  | 0 | 0 | 5151 |
| REALTY INCOME CORP | COM | 756109104 |  | 314456 | 5458 | SH |  | SOLE |  | 0 | 0 | 5458 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 6190213 | 10019 | SH |  | SOLE |  | 0 | 0 | 10019 |
| SALESFORCE INC | COM | 79466L302 |  | 1415884 | 5192 | SH |  | SOLE |  | 0 | 0 | 5192 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 |  | 289625 | 8774 | SH |  | SOLE |  | 0 | 0 | 8774 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 10919858 | 412070 | SH |  | SOLE |  | 0 | 0 | 412070 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 395135 | 14810 | SH |  | SOLE |  | 0 | 0 | 14810 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 290007 | 8580 | SH |  | SOLE |  | 0 | 0 | 8580 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 489091 | 16227 | SH |  | SOLE |  | 0 | 0 | 16227 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 748725 | 33879 | SH |  | SOLE |  | 0 | 0 | 33879 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 355275 | 12163 | SH |  | SOLE |  | 0 | 0 | 12163 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 4148534 | 149929 | SH |  | SOLE |  | 0 | 0 | 149929 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 953036 | 37669 | SH |  | SOLE |  | 0 | 0 | 37669 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 217208 | 5427 | SH |  | SOLE |  | 0 | 0 | 5427 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 305990 | 12469 | SH |  | SOLE |  | 0 | 0 | 12469 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 |  | 276212 | 9641 | SH |  | SOLE |  | 0 | 0 | 9641 |
| SCHWAB STRATEGIC TR | ULTRA SHORT INCM | 808524623 |  | 639852 | 25401 | SH |  | SOLE |  | 0 | 0 | 25401 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 269904 | 3182 | SH |  | SOLE |  | 0 | 0 | 3182 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 251093 | 1863 | SH |  | SOLE |  | 0 | 0 | 1863 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 316946 | 1252 | SH |  | SOLE |  | 0 | 0 | 1252 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 1926805 | 4373 | SH |  | SOLE |  | 0 | 0 | 4373 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 1798364 | 42215 | SH |  | SOLE |  | 0 | 0 | 42215 |
| SPDR SERIES TRUST | S 600 SMCP VAL | 78464A300 |  | 229504 | 2877 | SH |  | SOLE |  | 0 | 0 | 2877 |
| SPDR SERIES TRUST | S BIOTECH | 78464A870 |  | 302784 | 3651 | SH |  | SOLE |  | 0 | 0 | 3651 |
| STARBUCKS CORP | COM | 855244109 |  | 1421436 | 15513 | SH |  | SOLE |  | 0 | 0 | 15513 |
| TARGET CORP | COM | 87612E106 |  | 228761 | 2319 | SH |  | SOLE |  | 0 | 0 | 2319 |
| TESLA INC | COM | 88160R101 |  | 2038107 | 6416 | SH |  | SOLE |  | 0 | 0 | 6416 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 433502 | 4751 | SH |  | SOLE |  | 0 | 0 | 4751 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 204394 | 3341 | SH |  | SOLE |  | 0 | 0 | 3341 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 416630 | 1335 | SH |  | SOLE |  | 0 | 0 | 1335 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 361440 | 7308 | SH |  | SOLE |  | 0 | 0 | 7308 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 348770 | 4500 | SH |  | SOLE |  | 0 | 0 | 4500 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1122778 | 8422 | SH |  | SOLE |  | 0 | 0 | 8422 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 730489 | 1286 | SH |  | SOLE |  | 0 | 0 | 1286 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 212797 | 2704 | SH |  | SOLE |  | 0 | 0 | 2704 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 379536 | 1602 | SH |  | SOLE |  | 0 | 0 | 1602 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 344484 | 1766 | SH |  | SOLE |  | 0 | 0 | 1766 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 2273055 | 52532 | SH |  | SOLE |  | 0 | 0 | 52532 |
| VISA INC | COM CL A | 92826C839 |  | 501857 | 1413 | SH |  | SOLE |  | 0 | 0 | 1413 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 920947 | 11495 | SH |  | SOLE |  | 0 | 0 | 11495 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 |  | 330873 | 7306 | SH |  | SOLE |  | 0 | 0 | 7306 |
| WYNN RESORTS LTD | COM | 983134107 |  | 781218 | 8340 | SH |  | SOLE |  | 0 | 0 | 8340 |
| XEROX HOLDINGS CORP | COM NEW | 98421M106 |  | 99191 | 18822 | SH |  | SOLE |  | 0 | 0 | 18822 |

---