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.
Hidden Cove Wealth Management, LLC (CIK 1963736) reported $155.7M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWY ($16.5M, 10.63%), JAAA ($12.8M, 8.21%), SCHR ($9.5M, 6.09%), IDMO ($6.8M, 4.37%), AAPL ($6.7M, 4.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | $16.5M | 10.63% | 66,496 | Trimmed |
| 2 | JAAA | JANUS DETROIT STR TR | $12.8M | 8.21% | 253,599 | Trimmed |
| 3 | SCHR | SCHWAB STRATEGIC TR | $9.5M | 6.09% | 380,634 | Added |
| 4 | IDMO | INVESCO EXCH TRADED FD TR II | $6.8M | 4.37% | 124,038 | New |
| 5 | AAPL | APPLE INC | $6.7M | 4.29% | 26,301 | Trimmed |
| 6 | FDL | FIRST TR EXCHANGE-TRADED FD | $6.5M | 4.19% | 128,463 | Added |
| 7 | VO | VANGUARD INDEX FDS | $6.4M | 4.13% | 22,397 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $4.6M | 2.96% | 26,383 | Added |
| 9 | VNLA | JANUS DETROIT STR TR | $4.5M | 2.92% | 92,914 | Trimmed |
| 10 | SCHD | SCHWAB STRATEGIC TR | $4.5M | 2.89% | 146,728 | Trimmed |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | $4.1M | 2.65% | 85,758 | New |
| 12 | MGV | VANGUARD WORLD FD | $4.1M | 2.64% | 28,372 | New |
| 13 | SCHO | SCHWAB STRATEGIC TR | $3.5M | 2.27% | 145,886 | Added |
| 14 | MSFT | MICROSOFT CORP | $3.3M | 2.14% | 8,989 | Trimmed |
| 15 | LMBS | FIRST TR EXCHANGE-TRADED FD | $3.2M | 2.03% | 63,435 | Added |
| 16 | SJNK | SPDR SERIES TRUST | $2.9M | 1.86% | 115,790 | Trimmed |
| 17 | U | UNITY SOFTWARE INC | $2.9M | 1.86% | 132,301 | Trimmed |
| 18 | JSML | JANUS DETROIT STR TR | $2.2M | 1.42% | 44,202 | New |
| 19 | EFV | ISHARES TR | $2.0M | 1.28% | 26,866 | Added |
| 20 | VST | VISTRA CORP | $1.9M | 1.24% | 12,877 | Added |
| 21 | ARLP | ALLIANCE RESOURCE PARTNERS L | $1.9M | 1.24% | 70,000 | Hold |
| 22 | AMZN | AMAZON COM INC | $1.6M | 1.05% | 7,823 | Trimmed |
| 23 | JSI | JANUS DETROIT STR TR | $1.6M | 1.04% | 31,358 | Trimmed |
| 24 | IGIB | ISHARES TR | $1.6M | 1.04% | 30,385 | New |
| 25 | AVGO | BROADCOM INC | $1.5M | 0.99% | 4,971 | Added |
Source: SEC Form 13F filings · as of 2026-03-31