Cove Private Wealth, LLC
All 13F Filings
- Location
- Oyster Bay Cove, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 440,405
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 185 | 440,405 | 13F-HR | Cove Private Wealth, LLC |
| Q4 2025 | 1/23/2026 | 159 | 335,839 | 13F-HR | Cove Private Wealth, LLC |
| Q3 2025 | 11/6/2025 | 157 | 315,681 | 13F-HR | Cove Private Wealth, LLC |
| Q2 2025 | 7/16/2025 | 156 | 283,628 | 13F-HR | Cove Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 379.9 K | 86.3% | 63.31 K | 0 | 63.31 K |
| ETFs | 58.41 K | 13.3% | 39.93 K | 0 | 39.93 K |
| Debt | 2.129 K | 0.5% | 1.316 K | 0 | 1.316 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
440,405
Holdings
185
QoQ value change ($000)
104,566
(31.1%)
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.