StockDriftsStockDriftsTop 50 Sandy Cove Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.42% | 45.0K | $33.7M | -2.45%(-1.13K) | $446.34(+74.51%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 8.15% | 47.4K | $32.6M | +0.00%(+2) | $418.80(+70.17%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 5.87% | 280.2K | $23.5M | +4.44%(+11.91K) | $72.49(+18.84%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.48% | 284.3K | $21.9M | +136.36%(+164.03K) | $65.25(+20.38%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 5.48% | 272.1K | $21.9M | +10.68%(+26.25K) | $63.44(+32.94%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.51% | 36.0K | $18.0M | -15.15%(-6.43K) | $422.69(+18.61%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.5% | 62.1K | $18.0M | +4.43%(+2.63K) | $179.31(+70.31%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.1% | 44.3K | $16.4M | +1.95%(+846) | $235.26(+62.95%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.02% | 121.8K | $12.1M | -9.71%(-13.10K) | $98.61(-1.22%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 2.51% | 33.1K | $10.0M | -0.85%(-283) | $214.66(+43.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.37% | +53.55% | — | — | +39.76% |
| Top 20 Holdings Unweighted | +16.29% | +57.27% | — | — | +45.60% |
Sandy Cove Advisors, LLC reports $399.77M in US-listed equity holdings across 162 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.4%), VOO (8.2%) and VEU (5.9%). The top 20 holdings account for 69.96% of reported assets. Its disclosed equity book has returned +53.55% on a three-year cumulative basis. 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 Sandy Cove Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908217). View Sandy Cove Advisors, LLC’s 13F filings on SEC