Institutions / Cove Private Wealth, LLC
Cove Private Wealth, LLC
CIK 2015131 · Institution · as of Dec 31, 2025
Portfolio value
$335.84M
Positions
159
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 159 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $32.24M | 9.6% |
| NVIDIA Corp | $27.79M | 8.3% |
| Microsoft Corp | $23.76M | 7.1% |
| Amazon.com Inc | $15.60M | 4.6% |
| Alphabet Inc. | $14.90M | 4.4% |
| Alphabet Inc. | $12.19M | 3.6% |
| JPMorgan Chase & Co | $9.69M | 2.9% |
| Broadcom Inc. | $9.25M | 2.8% |
| United Parcel Service Inc | $6.74M | 2.0% |
| Vanguard Index Fds | $4.89M | 1.5% |
| SPDR S&P 500 ETF Tr | $4.59M | 1.4% |
| Mastercard Inc | $4.53M | 1.3% |
| iShares Tr | $4.48M | 1.3% |
| Home Depot, Inc. | $4.33M | 1.3% |
| McKesson Corp | $4.13M | 1.2% |
| Visa Inc | $4.04M | 1.2% |
| Marvell Technology, Inc. | $3.54M | 1.1% |
| Vanguard Tax-Managed Fds | $3.53M | 1.1% |
| iShares Tr | $3.52M | 1.0% |
| Meta Platforms Inc | $3.37M | 1.0% |
| Vanguard Index Fds | $3.23M | 1.0% |
| Johnson & Johnson | $3.01M | 0.9% |
| Costco Wholesale Corp /New | $2.97M | 0.9% |
| Parker-Hannifin Corp | $2.87M | 0.9% |
| Walmart Inc. | $2.81M | 0.8% |
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.