13F Insight
DOSSIER · 13F-HR · Q2 2026

Sandy Cove Advisors, LLC

$400M in tracked AUM across 162 positions as of Q2 2026.

SC
CIK 0001908217 · last filed Jun 30, 2026
Total AUM
$400M
as of Q2 2026
Holdings
162
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sandy Cove Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$34M45K8.4%02
VOO
VANGUARD INDEX FDS
$33M47K8.1%03
VEU
VANGUARD INTL EQUITY INDEX F
$23M280K5.9%04
IJH
ISHARES TR
$22M284K5.5%05
VO
VANGUARD INDEX FDS
$22M272K5.5%06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$18M36K4.5%07
AAPL
APPLE INC
$18M62K4.5%08
VTI
VANGUARD INDEX FDS
$16M44K4.1%09
AGG
ISHARES TR
$12M122K3.0%10
VB
VANGUARD INDEX FDS
$10M33K2.5%

Filing history

2026Q2Jun 30
$400M▲ 19.7%
162 positionsView →2026Q1Mar 31
$334M▼ 1.0%
144 positionsView →2025Q4Dec 31
$338M▲ 7.9%
142 positionsView →2025Q3Sep 30
$313M▲ 13.0%
139 positionsView →2025Q2Jun 30
$277M▲ 11.2%
131 positionsLocked2025Q1Mar 31
$249M▼ 2.2%
120 positionsLocked2024Q4Dec 31
$255M▲ 3.8%
125 positionsLocked2024Q3Sep 30
$245M▲ 9.2%
124 positionsLocked2024Q2Jun 30
$225M▲ 3.5%
111 positionsLocked2024Q1Mar 31
$217M▲ 11.2%
121 positionsLocked2023Q4Dec 31
$195M▲ 13.1%
120 positionsLocked2023Q3Sep 30
$173M▼ 1.7%
116 positionsLocked
Showing 12 of 19