§ 13F · FUND PROFILE
Sandy Cove Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $313M (13F)Positions · 139Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 46K | $30M | 9.0% | −1% |
| 2 | VOO | VANGUARD INDEX FDS | 47K | $28M | 8.5% | +1% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 42K | $20M | 6.1% | +5% |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | 268K | $20M | 6.0% | +11% |
| 5 | VO | VANGUARD INDEX FDS | 61K | $18M | 5.3% | ±0% |
| 6 | AAPL | APPLE INC | 59K | $15M | 4.5% | ±0% |
| 7 | VTI | VANGUARD INDEX FDS | 43K | $14M | 4.2% | +1% |
| 8 | AGG | ISHARES TR | 135K | $13M | 4.0% | +1% |
| 9 | IGSB | ISHARES TR | 215K | $11M | 3.4% | +3% |
| 10 | VB | VANGUARD INDEX FDS | 33K | $9M | 2.6% | +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 $313 million in assets. The fund runs a portfolio of 139 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed