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.
Sandy Cove Advisors, LLC (CIK 1908217) reported $399.8M across 162 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($33.7M, 8.42%), VOO ($32.6M, 8.15%), VEU ($23.5M, 5.87%), VO ($21.9M, 5.48%), IJH ($21.9M, 5.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $33.7M | 8.42% | 44,954 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $32.6M | 8.15% | 47,427 | Added |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $23.5M | 5.87% | 280,218 | Added |
| 4 | VO | VANGUARD INDEX FDS | $21.9M | 5.48% | 272,085 | Added |
| 5 | IJH | ISHARES TR | $21.9M | 5.48% | 284,311 | Added |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.0M | 4.51% | 36,002 | Trimmed |
| 7 | AAPL | APPLE INC | $18.0M | 4.50% | 62,103 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $16.4M | 4.10% | 44,321 | Added |
| 9 | AGG | ISHARES TR | $12.1M | 3.02% | 121,827 | Trimmed |
| 10 | VB | VANGUARD INDEX FDS | $10.0M | 2.51% | 33,062 | Trimmed |
| 11 | IGSB | ISHARES TR | $9.8M | 2.45% | 187,185 | Trimmed |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $9.6M | 2.41% | 135,102 | Added |
| 13 | IEFA | ISHARES TR | $8.5M | 2.12% | 87,703 | Added |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $8.4M | 2.10% | 35,522 | Added |
| 15 | MS | MORGAN STANLEY | $7.3M | 1.83% | 34,988 | Added |
| 16 | MSFT | MICROSOFT CORP | $6.1M | 1.52% | 16,244 | Trimmed |
| 17 | QQQ | INVESCO QQQ TR | $5.9M | 1.47% | 7,985 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $5.4M | 1.34% | 15,033 | Added |
| 19 | VUG | VANGUARD INDEX FDS | $5.3M | 1.34% | 61,969 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $5.3M | 1.34% | 26,695 | Added |
| 21 | RVMD | REVOLUTION MEDICINES INC | $5.1M | 1.27% | 27,008 | Hold |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $5.0M | 1.26% | 6,726 | Added |
| 23 | GOOG | ALPHABET INC | $4.6M | 1.15% | 12,989 | Added |
| 24 | AMZN | AMAZON COM INC | $4.4M | 1.10% | 18,377 | Added |
| 25 | TDVG | T ROWE PRICE EXCHANGE-TRADED | $4.3M | 1.07% | 87,200 | Added |
Source: SEC Form 13F filings · as of 2026-06-30