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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 11 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LHX L3HARRIS TECHNOLOGIES INC Industrials 805.0 $234K 0.04% $290.59 -9.3%
202 IVE ISHARES TR 982.0 $223K 0.04% $227.06 +4.6%
203 RSP INVESCO EXCHANGE TRADED FD T 1,025.0 $218K 0.04% NEW $212.77 +4.2%
204 XLI SELECT SECTOR SPDR TR 1,150.0 $213K 0.04% NEW $185.23 -3.6%
205 SYY SYSCO CORP Consumer Defensive 2,514.0 $210K 0.04% NEW $83.58 -0.2%
206 PSKY PARAMOUNT SKYDANCE CORP Communication Services 20,168.0 $199K 0.04% -1K -5.5% $9.86 +8.8%
207 NEWSMAX INC 13,888.0 $115K 0.02% $8.28
Page 11 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%