Sandy Cove Advisors, LLC

Est. AUM

$334.1M

13F long equity, this entity only

Positions

144

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$30.1M	46084	9.01%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$28.3M	47425	8.48%	SOLE
3	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$20.3M	42428	6.09%	SOLE
4	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$20.1M	268309	6.03%	SOLE
5	VANGUARD INDEX FDS	MID CAP ETF	$17.6M	61459	5.28%	SOLE
6	APPLE INC	COM	$15.1M	59469	4.52%	SOLE
7	VANGUARD INDEX FDS	TOTAL STK MKT	$13.9M	43475	4.17%	SOLE
8	ISHARES TR	CORE US AGGBD ET	$13.4M	134923	4.01%	SOLE
9	ISHARES TR	ISHS 1-5YR INVS	$11.3M	215431	3.39%	SOLE
10	VANGUARD INDEX FDS	SMALL CP ETF	$8.7M	33345	2.61%	SOLE
11	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.4M	130677	2.51%	SOLE
12	ISHARES TR	CORE S&P MCP ETF	$8.1M	120285	2.43%	SOLE
13	ISHARES TR	CORE MSCI EAFE	$7.3M	80937	2.19%	SOLE
14	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$7.3M	33802	2.18%	SOLE
15	MICROSOFT CORP	COM	$6.0M	16263	1.80%	SOLE
16	MORGAN STANLEY	COM NEW	$5.7M	34799	1.71%	SOLE
17	INVESCO QQQ TR	UNIT SER 1	$4.6M	7998	1.38%	SOLE
18	VANGUARD INDEX FDS	GROWTH ETF	$4.5M	10220	1.34%	SOLE
19	NVIDIA CORPORATION	COM	$4.3M	24580	1.28%	SOLE
20	ALPHABET INC	CAP STK CL A	$4.2M	14624	1.26%	SOLE
21	ALPHABET INC	CAP STK CL C	$3.7M	12858	1.10%	SOLE
22	AMAZON COM INC	COM	$3.7M	17563	1.09%	SOLE
23	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.5M	5431	1.06%	SOLE
24	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.9M	12321	0.88%	SOLE
25	JPMORGAN CHASE & CO	COM	$2.9M	9768	0.86%	SOLE
26	META PLATFORMS INC	CL A	$2.8M	4893	0.84%	SOLE
27	REVOLUTION MEDICINES INC	COM	$2.6M	27008	0.79%	SOLE
28	ELI LILLY & CO	COM	$2.0M	2161	0.60%	SOLE
29	EXXON MOBIL CORP	COM	$1.9M	11441	0.58%	SOLE
30	VANGUARD INDEX FDS	VALUE ETF	$1.8M	9069	0.53%	SOLE
31	JOHNSON & JOHNSON	COM	$1.6M	6491	0.48%	SOLE
32	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$1.5M	42201	0.45%	SOLE
33	BLACKSTONE INC	COM	$1.4M	12596	0.43%	SOLE
34	COCA COLA CO	COM	$1.4M	18437	0.42%	SOLE
35	HONEYWELL INTL INC	COM	$1.3M	5893	0.40%	SOLE
36	ISHARES INC	MSCI GBL GOLD MN	$1.3M	16700	0.39%	SOLE
37	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.3M	25813	0.39%	SOLE
38	NETFLIX INC.	COM	$1.3M	13566	0.39%	SOLE
39	ISHARES TR	MSCI EAFE ETF	$1.3M	13213	0.38%	SOLE
40	ISHARES TR	CORE MSCI TOTAL	$1.3M	14434	0.37%	SOLE
41	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.2M	14533	0.36%	SOLE
42	EASTERN BANKSHARES INC	COM	$1.2M	60195	0.35%	SOLE
43	ISHARES TR	CORE S&P SCP ETF	$1.1M	9204	0.34%	SOLE
44	BROADCOM INC	COM	$1.1M	3673	0.34%	SOLE
45	AMERIPRISE FINL INC	COM	$1.1M	2413	0.32%	SOLE
46	HOME DEPOT INC	COM	$1.1M	3230	0.32%	SOLE
47	DANAHER CORP DEL	COM	$1.1M	5584	0.32%	SOLE
48	COLGATE PALMOLIVE CO	COM	$1.0M	12247	0.31%	SOLE
49	ILLINOIS TOOL WKS INC	COM	$1.0M	3976	0.31%	SOLE
50	APPLIED MATLS INC	COM	$1.0M	2967	0.30%	SOLE

1–50 of 144

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.