Cove Private Wealth, LLC
All 13F Filings
- Location
- Oyster Bay Cove, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 517,734
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/31/2026 | 207 | 517,734 | 13F-HR | Cove Private Wealth, LLC |
| 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 | 435.9 K | 84.2% | 56.04 K | 0 | 56.04 K |
| ETFs | 76.84 K | 14.8% | 18.42 K | 0 | 18.42 K |
| Debt | 5.003 K | 1.0% | 2.874 K | 0 | 2.874 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
517,734
Holdings
207
QoQ value change ($000)
77,329
(17.6%)
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.