account_balance
Investment manager · 13F filer · SEC CIK 1908217
Sandy Cove Advisors, LLC
Reported value$400Mas of Jun 30, 2026
Positions162 22 new, 4 sold out
Top 10 weight52.0%IVV alone is 8%
FiledJul 77 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.4%Trimmed −2%
VOOVanguard Index FDS
8.1%
VEUVanguard Intl Equity Index F
5.9%Added +4%
IJHiShares Tr
5.5%Added +136%
VOVanguard Index FDS
5.5%Added +11%
BRK-BBerkshire Hathaway Inc
4.5%Trimmed −15%
AAPLApple Inc.
4.5%Added +4%
VTIVanguard Index FDS
4.1%
AGGiShares Tr
3.0%Trimmed −10%
VBVanguard Index FDS
2.5%
IGSBiShares Tr
2.5%−13%
VEAVanguard Tax-Managed FDS
2.4%+3%
IVViShares Tr
8.4%Trimmed −2%
VOOVanguard Index FDS
8.1%
VEUVanguard Intl Equity Index F
5.9%Added +4%
IJHiShares Tr
5.5%Added +136%
VOVanguard Index FDS
5.5%Added +11%
BRK-BBerkshire Hathaway Inc
4.5%
AAPLApple Inc.
4.5%
VTIVanguard Index FDS
4.1%
AGGiShares Tr
3.0%
VB2.5%
IGSB
VEA2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 8.4% Trimmed −2%
VOO Vanguard Index FDS 8.1% Held
VEU Vanguard Intl Equity Index F 5.9% Added +4%
IJH iShares Tr 5.5% Added +136%
VO Vanguard Index FDS 5.5% Added +11%
BRK-B Berkshire Hathaway Inc 4.5% Trimmed −15%AAPL Apple Inc. 4.5% Added +4%VTI Vanguard Index FDS 4.1% Held
AGG iShares Tr 3.0% Trimmed −10%
VB Vanguard Index FDS 2.5% Held
IGSB iShares Tr 2.5% Trimmed −13%
VEA Vanguard Tax-Managed FDS 2.4% Added +3%
What changed
Biggest moves since Mar 31, 2026
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