§ 13F · FUND PROFILE
Sandy Cove Advisors, LLC.
AUM · $400M (13F)Positions · 162Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 45K | $34M | 8.4% | −2% |
| 2 | VOO | VANGUARD INDEX FDS | 47K | $33M | 8.1% | ±0% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 280K | $23M | 5.9% | +4% |
| 4 | IJH | ISHARES TR | 284K | $22M | 5.5% | +136% |
| 5 | VO | VANGUARD INDEX FDS | 272K | $22M | 5.5% | +343% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 36K | $18M | 4.5% | −15% |
| 7 | AAPL | APPLE INC | 62K | $18M | 4.5% | +4% |
| 8 | VTI | VANGUARD INDEX FDS | 44K | $16M | 4.1% | +2% |
| 9 | AGG | ISHARES TR | 122K | $12M | 3.0% | −10% |
| 10 | VB | VANGUARD INDEX FDS | 33K | $10M | 2.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SANDY SIGNAL
AC read
Sandy Cove Advisors, LLC is a Other fund managing $400 million in assets. The fund runs a portfolio of 162 positions.
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