Sandy Cove Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Sandy Cove Advisors, LLC 13F Holdings
CIK 0001908217 · Hingham, MA
As of Sep 30, 2025, Sandy Cove Advisors, LLC reported
139 positions worth $312.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 47,465 | $31.8M | 10.15% |
| VANGUARD 500 INDEX FUND | VOO | — | 50,683 | $31.0M | 9.92% |
| APPLE INC | AAPL | Technology | 61,052 |
|
5.5M4.97% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 151,151 |
5.2M | 4.84% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 49,297 |
4.5M | 4.63% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 43,442 |
4.3M | 4.56% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 26,110 |
3.1M | 4.20% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 17,618 |
0.6M | 3.38% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 47,440 |
0.2M | 3.27% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 37,655 | $9.6M | 3.06% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 155,388 | $9.3M | 2.98% |
| MICROSOFT CORP | MSFT | Technology | 15,488 | $8.0M | 2.56% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 150,711 | $7.6M | 2.44% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 130,338 | $6.9M | 2.21% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 90,765 | $5.9M | 1.89% |
| MORGAN STANLEY | MS | Financial Services | 36,088 | $5.7M | 1.83% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 65,227 | $5.7M | 1.82% |
| NVIDIA CORP | NVDA | Technology | 22,620 | $4.2M | 1.35% |
| SPDR S&P 500 ETF TRUST | SPY | — | 5,645 | $3.8M | 1.20% |
| AMAZON.COM INC | AMZN | Equity | 16,822 | $3.7M | 1.18% |
| META PLATFORMS INC | META | Communication Services | 4,959 | $3.6M | 1.16% |
| ALPHABET INC | GOOGL | Equity | 14,736 | $3.6M | 1.15% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 10,235 | $3.2M | 1.03% |
| BLACKSTONE INC | BX | Financial Services | 12,178 | $2.1M | 0.67% |
| ALPHABET INC | GOOG | Equity | 7,832 |
.9M | 0.61% |