—

Sandy Cove Advisors, LLC

Q1 2026 13F Holdings

  • Location
    hingham, MA
  • Num holdings

    144

  • Value ($000)

    $334,069

  • Date Filed
    05/05/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$30.1M
9 %

46,084

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$28.34M
9 %

47,425

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$20.33M
6 %

42,428

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$20.15M
6 %

268,309

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$17.65M
5 %

61,459

A
AAPL

APPLE INC

COM
037833100
$15.09M
5 %

59,469

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$13.95M
4 %

43,475

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$13.39M
4 %

134,923

I
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$11.32M
3 %

215,431

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$8.73M
3 %

33,345

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 144