Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cove Private Wealth, LLC (CIK 2015131) reported $517.7M across 207 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($45.0M, 8.70%), NVDA ($38.3M, 7.40%), UPS ($33.0M, 6.38%), MSFT ($24.1M, 4.66%), GOOG ($23.3M, 4.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $45.0M | 8.70% | 155,632 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $38.3M | 7.40% | 191,477 | Added |
| 3 | UPS | UNITED PARCEL SVCS INC | $33.0M | 6.38% | 307,074 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $24.1M | 4.66% | 64,700 | Added |
| 5 | GOOG | ALPHABET INC | $23.3M | 4.49% | 65,832 | Added |
| 6 | GOOGL | ALPHABET INC | $20.9M | 4.04% | 58,554 | Added |
| 7 | AMZN | AMAZON COM INC | $20.4M | 3.94% | 85,673 | Added |
| 8 | MRVL | MARVELL TECHNOLOGY INC | $11.8M | 2.27% | 39,516 | Trimmed |
| 9 | MA | MASTERCARD INCORPORATED | $10.6M | 2.05% | 20,672 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $10.5M | 2.03% | 32,121 | Added |
| 11 | AVGO | BROADCOM INC | $10.5M | 2.03% | 27,831 | Trimmed |
| 12 | VOO | VANGUARD INDEX FDS | $10.4M | 2.00% | 15,108 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $9.7M | 1.87% | 12,958 | Added |
| 14 | IWF | ISHARES TR | $8.2M | 1.59% | 66,244 | Added |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $7.5M | 1.44% | 7,969 | Added |
| 16 | CAT | CATERPILLAR INC | $6.4M | 1.23% | 5,968 | Added |
| 17 | HD | HOME DEPOT INC | $5.6M | 1.09% | 15,984 | Added |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.6M | 1.08% | 11,136 | Added |
| 19 | AMAT | APPLIED MATLS INC | $5.4M | 1.04% | 7,426 | Hold |
| 20 | VB | VANGUARD INDEX FDS | $5.2M | 1.00% | 17,026 | Added |
| 21 | META | META PLATFORMS INC | $4.9M | 0.95% | 8,761 | Added |
| 22 | V | VISA INC | $4.9M | 0.95% | 14,379 | Added |
| 23 | SGOV | ISHARES TR | $4.8M | 0.93% | 47,750 | Added |
| 24 | IVV | ISHARES TR | $4.7M | 0.91% | 6,284 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $4.4M | 0.84% | 17,139 | Added |
Source: SEC Form 13F filings · as of 2026-06-30