StockDriftsStockDriftsTop 50 Hidden Cove Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | 11.11% | 69.4K | $20.2M | +4.35%(+2.89K) | $230.53(+25.93%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 6.9% | 248.3K | $12.5M | -2.08%(-5.28K) | $50.77(-0.39%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 5.17% | 380.3K | $9.4M | -0.08%(-288) | $25.01(-2.44%) | 2026-06-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 4.94% | 148.7K | $9.0M | +19.86%(+24.64K) | $55.44(+13.28%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.51% | 28.3K | $8.2M | +7.53%(+1.98K) | $235.99(+29.95%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 4.06% | 91.5K | $7.4M | +2.12%(+1.90K) | $69.62(+19.25%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 3.58% | 39.8K | $6.5M | +40.28%(+11.43K) | $145.92(+15.06%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.26% | 29.6K | $5.9M | +12.13%(+3.20K) | $138.58(+59.09%) | 2026-06-30 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 3.09% | 115.4K | $5.6M | -10.15%(-13.03K) | $44.98(+15.42%) | 2026-06-30 | |
| VNLA | JANUS DETROIT STR TR | 2.28% | 84.8K | $4.1M | -8.74%(-8.12K) | $48.98(-0.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.75% |
Hidden Cove Wealth Management, LLC reports $181.57M in US-listed equity holdings across 133 positions in its most recent 13F filing. Its largest disclosed positions are IWY (11.1%), JAAA (6.9%) and SCHR (5.2%). The top 20 holdings account for 65.89% of reported assets. Its disclosed equity book has returned +10.92% cumulatively over 6 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 Hidden Cove Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1963736). View Hidden Cove Wealth Management, LLC’s 13F filings on SEC