Sandy Cove Advisors, LLC

CIK 0001908217 · HINGHAM, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source

Sandy Cove Advisors, LLC reported 162 positions worth $399.8M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: IVV (8.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$399.8M
2026 Q2
Positions
162
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
52.0%
Est. Net Flow (Q)
2026 Q2
10 / 162 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$33.7M8.42%44,954
2VOOVANGUARD INDEX FDSSH$32.6M8.15%47,427
3VEUVANGUARD INTL EQUITY INDEX FSH$23.5M5.87%280,218
4IJHISHARES TRSH$21.9M5.48%284,311
5VOVANGUARD INDEX FDSSH$21.9M5.48%272,085
6BRK-BBERKSHIRE HATHAWAY INC DELSH$18.0M4.51%36,002
7AAPLAPPLE INCSH$18.0M4.50%62,103
8VTIVANGUARD INDEX FDSSH$16.4M4.10%44,321
9AGGISHARES TRSH$12.1M3.02%121,827
10VBVANGUARD INDEX FDSSH$10.0M2.51%33,062

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Sandy Cove Advisors, LLC hold as of Q2 2026?

Sandy Cove Advisors, LLC reported 162 positions worth $399.8M in its Q2 2026 13F filing. Largest positions: IVV (8.4%), VOO (8.1%), VEU (5.9%), IJH (5.5%) and VO (5.5%).

What did Sandy Cove Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Sandy Cove Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.