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Coastwise Capital Group, LLC
RIA/Wealth
Coastwise Capital Group, LLC is a RIA/Wealth based in La Jolla, CA led by Scott Galen Kyle, reporting $184.5M in AUM as of Q3 2025 with 37% ETF concentration.
Managing PartnerScott Galen Kyle
- Portfolio Value
- $142.1M
- Positions
- 131
- Top Holding
- SCHD at 8.33%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Coastwise Capital Group, LLC's portfolio (42.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $11.8M | 8.33% | +$585.3K Bought | — 433.5K shares | |
Consumer Electronics Technology | $8.4M | 5.88% | +$109.2K Bought | 0.00% 32.8K shares | |
ETF ETF | $7.8M | 5.47% | +$1.1M Bought | — 11.7K shares | |
Semiconductors Technology | $6.0M | 4.19% | -$246.7K Sold | 0.00% 31.9K shares | |
Software - Infrastructure Technology | $5.7M | 4.03% | +$43.0K Bought | 0.00% 11.1K shares | |
Specialty Retail Consumer Cyclical | $5.2M | 3.65% | +$114.8K Bought | 0.00% 23.6K shares | |
Internet Content & Information Communication Services | $5.2M | 3.64% | -$8.3K Sold | 0.00% 21.3K shares | |
ETF ETF | $4.5M | 3.18% | +$158.1K Bought | — 155.4K shares | |
Auto - Manufacturers Consumer Cyclical | $3.0M | 2.08% | +$103.2K Bought | 0.00% 6.6K shares | |
Internet Content & Information Communication Services | $2.7M | 1.87% | +$21.3K Bought | 0.00% 3.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Coastwise Capital Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-40.38% | |
-37.78% | |
-33.67% |
Analytics
Portfolio insights and performance metrics for Coastwise Capital Group, LLC
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