Sandy Cove Advisors, LLC
Q4 2025 13F Holdings
- Locationhingham, MA
- Num holdings
142
- Value ($000)
$337,607
- Date Filed02/09/2026
- Form type13F-HR
- CIK0001908217
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $31.77M | 9 % | 46,389 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $29.53M | 9 % | 47,080 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $20.35M | 6 % | 40,479 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $17.84M | 5 % | 61,468 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $17.74M | 5 % | 241,116 | ||
APPLE INC | COM | 037833100 | $16.13M | 5 % | 59,318 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $14.48M | 4 % | 43,194 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $13.34M | 4 % | 133,567 | ||
ISHARES TR | ISHS 1-5YR INVS | 464288646 | $11.05M | 3 % | 208,917 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $8.56M | 3 % | 33,177 |
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