Institutions / Sandy Cove Advisors, LLC
Sandy Cove Advisors, LLC
CIK 1908217 · Institution · as of Dec 31, 2025
Portfolio value
$337.61M
Positions
142
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 142 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $31.77M | 9.4% |
| Vanguard Index Fds | $29.53M | 8.7% |
| Warren E. Buffett | $20.35M | 6.0% |
| Vanguard Index Fds | $17.84M | 5.3% |
| Vanguard Intl Equity Index F | $17.74M | 5.3% |
| Apple Inc. | $16.13M | 4.8% |
| Vanguard Index Fds | $14.48M | 4.3% |
| iShares Tr | $13.34M | 4.0% |
| iShares Tr | $11.05M | 3.3% |
| Vanguard Index Fds | $8.56M | 2.5% |
| Vanguard Tax-Managed Fds | $8.40M | 2.5% |
| Microsoft Corp | $7.83M | 2.3% |
| Vanguard Specialized Funds | $7.55M | 2.2% |
| iShares Tr | $6.71M | 2.0% |
| Morgan Stanley | $6.17M | 1.8% |
| iShares Tr | $5.83M | 1.7% |
| Vanguard Index Fds | $4.93M | 1.5% |
| Invesco Qqq Tr | $4.92M | 1.5% |
| Alphabet Inc. | $4.50M | 1.3% |
| NVIDIA Corp | $4.41M | 1.3% |
| Amazon.com Inc | $4.08M | 1.2% |
| Alphabet Inc. | $3.99M | 1.2% |
| SPDR S&P 500 ETF Tr | $3.70M | 1.1% |
| Meta Platforms Inc | $3.18M | 0.9% |
| JPMorgan Chase & Co | $3.14M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.