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Sandy Cove Advisors, LLC

Q2 2026 13F Holdings

  • Location
    hingham, MA
  • Num holdings

    162

  • Value ($000)

    $399,771

  • Date Filed
    07/07/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$33.67M
8 %

44,954

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$32.57M
8 %

47,427

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$23.47M
6 %

280,218

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$21.92M
6 %

284,311

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$21.92M
6 %

272,085

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$18.02M
5 %

36,002

A
AAPL

APPLE INC

COM
037833100
$17.97M
5 %

62,103

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$16.4M
4 %

44,321

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$12.06M
3 %

121,827

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$10.02M
3 %

33,062

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