Hidden Cove Wealth Management, LLC

All 13F Filings

Location
Bainbridge Island, WA
Most recent 13F
Q3 2026
Holdings value ($000)
186,777
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
Q3 2026 10/19/2026 149 186,777 13F-HR Hidden Cove Wealth Management, LLC
Q2 2026 7/21/2026 133 181,573 13F-HR Hidden Cove Wealth Management, LLC
Q1 2026 4/21/2026 109 155,656 13F-HR Hidden Cove Wealth Management, LLC
Q4 2025 2/2/2026 102 154,502 13F-HR Hidden Cove Wealth Management, LLC
Q3 2025 10/24/2025 90 151,375 13F-HR Hidden Cove Wealth Management, LLC
Q2 2025 7/15/2025 73 138,049 13F-HR Hidden Cove Wealth Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 104.1 K 55.8% 13.13 K 0 13.13 K
ETFs 82.62 K 44.2% 0 7.925 K -7.925 K
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Fund Snapshot

Q3 2026
Latest filed
10/19/2026
Total value ($000)
186,777
Holdings
149
QoQ value change ($000)
5,204 (2.9%)
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.