SEC Form 13F

Cove Private Wealth, LLC 13F Holdings

Inspect Cove Private Wealth, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-01T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-01
Reported value
$517,734,354
Positions
207

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Step 1 of 3

Disclosed positions

Cove Private Wealth, LLC: source evidence dated 2026-08-01T03:59:59.999Z.

Issuer
APPLE INC
Ticker
AAPL
Class
COM
Reported value
$45,033,676
Reported amount
155,632
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001172661-26-002962
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Step 3 of 3

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Disclosed positions

See the complete disclosed positions

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APPLE INCAAPLCOM$45,033,676155,632SHNone
NVIDIA CORPORATIONNVDACOM$38,312,633191,477SHNone
UNITED PARCEL SVCS INCUPSCL B$33,010,455307,074SHNone
MICROSOFT CORPMSFTCOM$24,134,39464,700SHNone
ALPHABET INCGOOGCAP STK CL C$23,260,42165,832SHNone
ALPHABET INCGOOGLCAP STK CL A$20,925,44358,554SHNone
AMAZON COM INCAMZNCOM$20,419,30385,673SHNone
MARVELL TECHNOLOGY INCMRVLCOM$11,771,42139,516SHNone
MASTERCARD INCORPORATEDMACL A$10,617,13920,672SHNone
JPMORGAN CHASE & COJPMCOM$10,514,16732,121SHNone
BROADCOM INCAVGOCOM$10,513,16027,831SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$10,376,32515,108SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$9,676,64612,958SHNone
ISHARES TRIWFRUS 1000 GRW ETF$8,225,51766,244SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$7,454,7607,969SHNone
CATERPILLAR INCCATCOM$6,355,3235,968SHNone
HOME DEPOT INCHDCOM$5,637,23715,984SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$5,572,34311,136SHNone
APPLIED MATLS INCAMATCOM$5,368,9987,426SHNone
VANGUARD INDEX FDSVBSMALL CP ETF$5,160,92117,026SHNone
META PLATFORMS INCMETACL A$4,934,9848,761SHNone
VISA INCVCOM CL A$4,933,29114,379SHNone
ISHARES TRSGOV0-3 MTH TREASURY$4,806,99347,750SHNone
ISHARES TRIVVCORE S&P500 ETF$4,706,0256,284SHNone
JOHNSON & JOHNSONJNJCOM$4,352,95217,139SHNone
MCKESSON CORPMCKCOM$4,177,7125,529SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$4,046,64456,795SHNone
AMPHENOL CORPAPHCL A$3,659,16920,753SHNone
CISCO SYS INCCSCOCOM$3,651,00931,083SHNone
WALMART INCWMTCOM$3,492,59930,837SHNone
PARKER-HANNIFIN CORPPHCOM$3,296,2643,370SHNone
ABBVIE INCABBVCOM$3,107,75412,350SHNone
AMETEK INCAMECOM$2,949,24912,190SHNone
SALESFORCE INCCRMCOM$2,734,50017,455SHNone
TJX COS INC NEWTJXCOM$2,732,90918,039SHNone
DANAHER CORP DELDHRCOM$2,684,24414,092SHNone
ISHARES INCIEMGCORE MSCI EMKT$2,558,18230,881SHNone
CHEVRON CORPORATIONCVXCOM$2,527,34315,247SHNone
SPDR GOLD TRGLDGOLD SHS$2,514,1946,825SHNone
LAM RESEARCH CORPLRCXCOM NEW$2,495,9815,760SHNone
DEERE & CODECOM$2,346,3873,699SHNone
AMERIPRISE FINL INCAMPCOM$2,273,1564,955SHNone
VANGUARD ADMIRAL FDS INCVOOG500 GRTH IDX F$2,247,26427,200SHNone
SPDR SERIES TRUSTSDYST STR SP DIV$2,086,23613,709SHNone
QUALCOMM INCQCOMCOM$2,034,53811,010SHNone
PFIZER INCPFECOM$2,030,71584,332SHNone
ISHARES TRDVYSELECT DIVID ETF$2,020,49012,927SHNone
ADOBE INCADBECOM$2,005,7119,783SHNone
THERMO FISHER SCIENTIFIC INCTMOCOM$1,992,9063,975SHNone
PROCTER & GAMBLE COPGCOM$1,976,85413,481SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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