StockDriftsStockDriftsTop 50 Cove Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.7% | 155.6K | $45.0M | +15.53%(+20.92K) | $220.48(+39.09%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 7.4% | 191.5K | $38.3M | +6.93%(+12.40K) | $92.09(+139.40%) | 2026-06-30 | |
| UPS | UNITED PARCEL SVCS INC | 6.38% | 307.1K | $33.0M | -54.26%(-364.27K) | $98.27(+7.19%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.66% | 64.7K | $24.1M | +12.63%(+7.25K) | $390.97(+28.59%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.49% | 65.8K | $23.3M | +27.84%(+14.34K) | $220.95(+58.63%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.04% | 58.6K | $20.9M | +13.77%(+7.08K) | $192.15(+82.92%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.94% | 85.7K | $20.4M | +5.49%(+4.46K) | $188.17(+46.11%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 2.27% | 39.5K | $11.8M | -6.07%(-2.56K) | $84.79(+146.79%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 2.05% | 20.7K | $10.6M | +70.60%(+8.55K) | $520.82(+8.24%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.03% | 32.1K | $10.5M | +2.78%(+868) | $204.96(+76.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +78.70% |
| Top 20 Holdings Unweighted | — | — | — | — | +77.20% |
Cove Private Wealth, LLC reports $517.73M in US-listed equity holdings across 207 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.7%), NVDA (7.4%) and UPS (6.4%). The top 20 holdings account for 60.33% of reported assets. Its disclosed equity book has returned +78.70% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cove Private Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2015131). View Cove Private Wealth, LLC’s 13F filings on SEC