Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q3 2026

Covenant Asset Management, LLC

$746M in tracked AUM across 169 positions as of Q3 2026.

CA
CIK 0001697717 · last filed Sep 30, 2026
Total AUM
$746M
as of Q3 2026
Holdings
169
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…