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 $334.1M across 144 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($30.1M, 9.01%), VOO ($28.3M, 8.48%), BRK/B ($20.3M, 6.09%), VEU ($20.2M, 6.03%), VO ($17.6M, 5.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $30.1M | 9.01% | 46,084 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $28.3M | 8.48% | 47,425 | Added |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.3M | 6.09% | 42,428 | Added |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | $20.2M | 6.03% | 268,309 | Added |
| 5 | VO | VANGUARD INDEX FDS | $17.6M | 5.28% | 61,459 | Trimmed |
| 6 | AAPL | APPLE INC | $15.1M | 4.52% | 59,469 | Added |
| 7 | VTI | VANGUARD INDEX FDS | $13.9M | 4.17% | 43,475 | Added |
| 8 | AGG | ISHARES TR | $13.4M | 4.01% | 134,923 | Added |
| 9 | IGSB | ISHARES TR | $11.3M | 3.39% | 215,431 | Added |
| 10 | VB | VANGUARD INDEX FDS | $8.7M | 2.61% | 33,345 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $8.4M | 2.51% | 130,677 | Trimmed |
| 12 | IJH | ISHARES TR | $8.1M | 2.43% | 120,285 | Added |
| 13 | IEFA | ISHARES TR | $7.3M | 2.19% | 80,937 | Added |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $7.3M | 2.18% | 33,802 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $6.0M | 1.80% | 16,263 | Added |
| 16 | MS | MORGAN STANLEY | $5.7M | 1.71% | 34,799 | Added |
| 17 | QQQ | INVESCO QQQ TR | $4.6M | 1.38% | 7,998 | Trimmed |
| 18 | VUG | VANGUARD INDEX FDS | $4.5M | 1.34% | 10,220 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $4.3M | 1.28% | 24,580 | Added |
| 20 | GOOGL | ALPHABET INC | $4.2M | 1.26% | 14,624 | Added |
| 21 | GOOG | ALPHABET INC | $3.7M | 1.10% | 12,858 | Added |
| 22 | AMZN | AMAZON COM INC | $3.7M | 1.09% | 17,563 | Trimmed |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 1.06% | 5,431 | Added |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | $2.9M | 0.88% | 12,321 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $2.9M | 0.86% | 9,768 | Added |
Source: SEC Form 13F filings · as of 2026-03-31