Institutional Fund
Sandy Cove Advisors, LLC
Hingham, MACIK 19082175 filings on record
Portfolio Value
$334.07M
Q1 2026
Holdings
144
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-1.0%
from $337.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.0%
- Vanguard Index Fds8.5%
- Berkshire Hathaway Inc Del6.1%
- Vanguard Intl Equity Index F6.0%
- Vanguard Index Fds5.3%
- Apple Inc4.5%
- Other60.6%
Portfolio Holdings
144 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 46.1K | $30.10M | 9.0% | −305 | Reduced |
| 2 | Vanguard Index Fds | 47.4K | $28.34M | 8.5% | +345 | Added |
| 3 | Berkshire Hathaway Inc Del | 42.4K | $20.33M | 6.1% | +1.9K | Added |
| 4 | Vanguard Intl Equity Index F | 268.3K | $20.15M | 6.0% | +27.2K | Added |
| 5 | Vanguard Index Fds | 61.5K | $17.65M | 5.3% | −9 | Reduced |
| 6 | Apple Inc | 59.5K | $15.09M | 4.5% | +151 | Added |
| 7 | Vanguard Index Fds | 43.5K | $13.95M | 4.2% | +281 | Added |
| 8 | Ishares Tr | 134.9K | $13.39M | 4.0% | +1.4K | Added |
| 9 | Ishares Tr | 215.4K | $11.32M | 3.4% | +6.5K | Added |
| 10 | Vanguard Index Fds | 33.3K | $8.73M | 2.6% | +168 | Added |
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