BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Cove Private Wealth, LLC

· CIK 0002015131
13F Portfolio $518M AUM 207 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 105 Added 14 Reduced 5 Exited
Page 10 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VOE VANGUARD INDEX FDS 1,500.0 $296K 0.06% $197.60 +5.7%
182 ASML ASML HLDG NV Technology 146.0 $290K 0.06% NEW $1989.44 -12.3%
183 MKL MARKEL GROUP INC Financial Services 148.0 $289K 0.06% +19.0 +14.7% $1953.01 -7.4%
184 SHEL SHELL PLC Energy 3,655.0 $283K 0.06% $77.54 +18.9%
185 TXN TEXAS INSTRS INC Technology 948.0 $283K 0.06% NEW $298.07 -12.8%
186 QUAL ISHARES TR 1,265.0 $278K 0.05% $219.43 +2.1%
187 VBK VANGUARD INDEX FDS 750.0 $274K 0.05% $365.70 -2.6%
188 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 928.0 $272K 0.05% +22.0 +2.4% $293.18 +3.6%
189 SCHG SCHWAB STRATEGIC TR 8,000.0 $271K 0.05% NEW $33.84 +4.4%
190 ITW ILLINOIS TOOL WKS INC Industrials 994.0 $269K 0.05% NEW $270.47 +4.1%
191 DSI ISHARES TR 1,866.0 $266K 0.05% $142.39 +3.0%
192 BWA BORGWARNER INC Consumer Cyclical 4,000.0 $266K 0.05% $66.40 -2.0%
193 SYK STRYKER CORPORATION Healthcare 817.0 $257K 0.05% NEW $314.84 +5.0%
194 EMXC ISHARES INC 2,500.0 $256K 0.05% -2K -50.0% $102.30 -3.9%
195 COF CAPITAL ONE FINL CORP Financial Services 1,274.0 $256K 0.05% $200.62 +7.8%
196 FTV FORTIVE CORP Technology 4,171.0 $255K 0.05% NEW $61.09 -2.6%
197 LOW LOWES COS INC Consumer Cyclical 1,123.0 $248K 0.05% +13.0 +1.2% $220.49 -2.7%
198 ADI ANALOG DEVICES INC Technology 622.0 $247K 0.05% NEW $397.17 -5.9%
199 IWN ISHARES TR 1,111.0 $246K 0.05% $221.20 +1.6%
200 DFIC DIMENSIONAL ETF TRUST 6,321.0 $236K 0.04% $37.26 +6.3%
Page 10 of 11  ·  207 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.9%
Industrials 15.4%
Financial Services 12.5%
Consumer Cyclical 8.2%
Healthcare 8.0%
Communication Services 7.2%
Consumer Defensive 4.6%
Basic Materials 1.6%
Energy 1.3%
Utilities 0.9%