Covenant Asset Management, LLC - Portfolio Stock Holdings
Covenant Asset Management, LLC disclosed 157 stock positions in a recent SEC 13F filing. $548,955,088 of stock holdings were filed, with the largest holdings including NVDA, MSFT, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $692,597,497 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
157Est. Stock Holding Value:
$548,955,088Top Stock Holdings By Sector
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Portfolio Stock Holdings - Covenant Asset Management, LLC
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