Cove Private Wealth, LLC - Portfolio Stock Holdings
Cove Private Wealth, LLC disclosed 208 stock positions in a recent SEC 13F filing. $514,726,293 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and UPS. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $455,483,465 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
208Est. Stock Holding Value:
$514,726,293Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cove Private Wealth, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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