account_balance
Investment manager · 13F filer · SEC CIK 2015131
Cove Private Wealth, LLC
Reported value$570Mas of Sep 30, 2026
Positions212 9 new, 4 sold out
Top 10 weight47.8%AAPL alone is 9%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
9.3%
NVDANVIDIA Corp
7.7%
UPSUnited Parcel Service Inc
7.0%Added +40%
MSFTMicrosoft Corp
6.0%Added +2%
GOOGAlphabet Inc.
4.0%Added +2%
AMZNAmazon.com Inc
3.9%Added +3%
GOOGLAlphabet Inc.
3.6%Added +3%
VOOVanguard Index FDS
2.2%Added +17%
MAMastercard Inc
2.1%+5%
SPYSPDR S&P 500 ETF Trust
2.1%+19%
JPMJPMorgan Chase & Co
2.0%+5%
MRVLMarvell Technology, Inc.
1.8%
AAPLApple Inc.
9.3%
NVDANVIDIA Corp
7.7%
UPSUnited Parcel Service Inc
7.0%+40%
MSFTMicrosoft Corp
6.0%+2%
GOOGAlphabet Inc.
4.0%
AMZNAmazon.com Inc
3.9%
GOOGLAlphabet Inc.
3.6%
VOO2.2%
MA2.1%SPY2.1%JPM2.0%MRVLBoxes 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
AAPL Apple Inc. 9.3% HeldNVDA NVIDIA Corp 7.7% HeldUPS United Parcel Service Inc 7.0% Added +40%MSFT Microsoft Corp 6.0% Added +2%GOOG Alphabet Inc. 4.0% Added +2%AMZN Amazon.com Inc 3.9% Added +3%GOOGL Alphabet Inc. 3.6% Added +3%
VOO Vanguard Index FDS 2.2% Added +17%
MA Mastercard Inc 2.1% Added +5%SPY SPDR S&P 500 ETF Trust 2.1% Added +19%JPM JPMorgan Chase & Co 2.0% Added +5%MRVL Marvell Technology, Inc. 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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