Sandy Cove Advisors, LLC

Q3 2025 13F Holdings

  • Location
    hingham, MA
  • Num holdings

    139

  • Value ($000)

    $312,838

  • Date Filed
    10/22/2025
  • Form type
    13F-HR
  • CIK
    0001908217
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$31.77M
10 %

47,465

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$31.04M
10 %

50,683

A
AAPL

APPLE INC

COM
037833100
$15.55M
5 %

61,052

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$15.15M
5 %

151,151

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$14.48M
5 %

49,297

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$14.26M
5 %

43,442

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$13.13M
4 %

26,110

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$10.58M
3 %

17,618

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$10.24M
3 %

47,440

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$9.57M
3 %

37,655

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