Sandy Cove Advisors, LLC
CIK 0001908217 · HINGHAM, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source ↗
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
Top Holdings
IVV
ISHARES TR
8.4%
VOO
VANGUARD INDEX FDS
8.1%
VEU
VANGUARD INTL EQUITY INDEX F
5.9%
IJH
ISHARES TR
5.5%
VO
VANGUARD INDEX FDS
5.5%
BRK-B
BERKSHIRE HATHAWAY INC DEL
4.5%
AAPL
APPLE INC
4.5%
VTI
VANGUARD INDEX FDS
4.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.