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 $440.4M across 185 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: UPS ($66.0M, 15.00%), AAPL ($34.2M, 7.76%), NVDA ($31.2M, 7.09%), MSFT ($21.3M, 4.83%), AMZN ($16.9M, 3.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UPS | UNITED PARCEL SVCS INC | $66.0M | 15.00% | 671,340 | Added |
| 2 | AAPL | APPLE INC | $34.2M | 7.76% | 134,709 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $31.2M | 7.09% | 179,075 | Added |
| 4 | MSFT | MICROSOFT CORP | $21.3M | 4.83% | 57,445 | Added |
| 5 | AMZN | AMAZON COM INC | $16.9M | 3.84% | 81,213 | Added |
| 6 | GOOGL | ALPHABET INC | $14.8M | 3.36% | 51,469 | Added |
| 7 | GOOG | ALPHABET INC | $14.8M | 3.35% | 51,494 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $9.2M | 2.09% | 31,253 | Added |
| 9 | AVGO | BROADCOM INC | $8.6M | 1.96% | 27,845 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $7.6M | 1.72% | 12,703 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $6.8M | 1.55% | 10,503 | Added |
| 12 | MA | MASTERCARD INCORPORATED | $6.1M | 1.37% | 12,117 | Added |
| 13 | IWF | ISHARES TR | $5.8M | 1.32% | 13,589 | Added |
| 14 | SGOV | ISHARES TR | $4.7M | 1.07% | 46,600 | Added |
| 15 | HD | HOME DEPOT INC | $4.6M | 1.05% | 14,073 | Added |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $4.6M | 1.03% | 4,569 | Added |
| 17 | MCK | MCKESSON CORP | $4.5M | 1.01% | 5,148 | Added |
| 18 | V | VISA INC | $4.2M | 0.95% | 13,837 | Added |
| 19 | VB | VANGUARD INDEX FDS | $4.2M | 0.95% | 15,980 | Added |
| 20 | MRVL | MARVELL TECHNOLOGY INC | $4.2M | 0.95% | 42,071 | Added |
| 21 | META | META PLATFORMS INC | $4.1M | 0.94% | 7,211 | Added |
| 22 | XOM | EXXON MOBIL CORP | $4.1M | 0.93% | 24,158 | Added |
| 23 | JNJ | JOHNSON & JOHNSON | $3.9M | 0.88% | 15,788 | Added |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $3.6M | 0.83% | 56,795 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.6M | 0.81% | 7,454 | Added |
Source: SEC Form 13F filings · as of 2026-03-31