Sandy Cove Advisors, LLC

All 13F Filings

Location
Hingham, MA
Most recent 13F
Q2 2026
Holdings value ($000)
399,771
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/7/2026 162 399,771 13F-HR Sandy Cove Advisors, LLC
Q1 2026 5/5/2026 144 334,069 13F-HR Sandy Cove Advisors, LLC
Q4 2025 2/9/2026 142 337,607 13F-HR Sandy Cove Advisors, LLC
Q3 2025 10/22/2025 139 312,838 13F-HR Sandy Cove Advisors, LLC
Q2 2025 7/9/2025 131 276,808 13F-HR Sandy Cove Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 144 K 36.0% 23.59 K 0 23.59 K
ETFs 255.2 K 63.8% 42.17 K 0 42.17 K
Debt 561 0.1% 0 62 -62
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Fund Snapshot

Q2 2026
Latest filed
7/7/2026
Total value ($000)
399,771
Holdings
162
QoQ value change ($000)
65,702 (19.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.