Sandy Cove Advisors, LLC holds a focused book of 162 stocks worth $399.8M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 8% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1908217/holdings"
Use Arkolith to show Sandy Cove Advisors, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +25.7%, a 4.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Sandy Cove Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
35% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sandy Cove Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $21.0B |
| IFP Advisors, Inc | 80 / 80 | $1.6B |
| MORGAN STANLEY | 79 / 80 | $666.5B |
| JPMORGAN CHASE & CO | 79 / 80 | $567.4B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $531.3B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $203.2B |
| ROYAL BANK OF CANADA | 79 / 80 | $186.4B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $128.9B |
Ranked by how many of Sandy Cove Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $33.7M | 45.0K | 8.4% | ▼−2.5% Reduced · −1K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $32.6M | 47.4K | 8.1% | ▲~0% Added · +2 sh | |
| 3 | Vanguard Intl Equity Index F ALLWRLD EX US | $23.5M | 280.2K | 5.9% | ▲+4.4% Added · +12K sh | |
| 4 | Ishares TR CORE S&P MCP ETF | $21.9M | 284.3K | 5.5% | ▲+136% Added · +164K sh | |
| 5 | Vanguard Index FDS MID CAP ETF | $21.9M | 272.1K | 5.5% | ▲+343% Added · +211K sh | |
| 6 | Berkshire Hathaway Inc Del CL B NEW | $18.0M | 36.0K | 4.5% | ▼−15% Reduced · −6K sh | |
| 7 | Apple Inc COM | $18.0M | 62.1K | 4.5% | ▲+4.4% Added · +3K sh | |
| 8 | Vanguard Index FDS TOTAL STK MKT | $16.4M | 44.3K | 4.1% | ▲+1.9% Added · +846 sh | |
| 9 | Ishares TR CORE US AGGBD ET | $12.1M | 121.8K | 3.0% | ▼−9.7% Reduced · −13K sh | |
| 10 | Vanguard Index FDS SMALL CP ETF | $10.0M | 33.1K | 2.5% | ▼−0.8% Reduced · −283 sh | |
| 11 | Ishares TR ISHS 1-5YR INVS | $9.8M | 187.2K | 2.5% | ▼−13% Reduced · −28K sh | |
| 12 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $9.6M | 135.1K | 2.4% | ▲+3.4% Added · +4K sh | |
| 13 | Ishares TR CORE MSCI EAFE | $8.5M | 87.7K | 2.1% | ▲+8.3% Added · +7K sh | |
| 14 | Vanguard Specialized Funds DIV APP ETF | $8.4M | 35.5K | 2.1% | ▲+5.1% Added · +2K sh | |
| 15 | Morgan Stanley COM NEW | $7.3M | 35.0K | 1.8% | ▲+0.5% Added · +189 sh | |
| 16 | Microsoft Corp COM | $6.1M | 16.2K | 1.5% | ▼−0.1% Reduced · −19 sh | |
| 17 | Invesco QQQ TR UNIT SER 1 | $5.9M | 8.0K | 1.5% | ▼−0.2% Reduced · −13 sh | |
| 18 | Alphabet Inc CAP STK CL A | $5.4M | 15.0K | 1.3% | ▲+2.8% Added · +409 sh | |
| 19 | Nvidia Corporation COM | $5.3M | 26.7K | 1.3% | ▲+8.6% Added · +2K sh | |
| 20 | Vanguard Index FDS GROWTH ETF | $5.3M | 62.0K | 1.3% | ▲+506% Added · +52K sh | |
| 21 | Revolution Medicines Inc COM | $5.1M | 27.0K | 1.3% | —Held | |
| 22 | State STR SPDR S&P 500 ETF T TR UNIT | $5.0M | 6.7K | 1.3% | ▲+24% Added · +1K sh | |
| 23 | Alphabet Inc CAP STK CL C | $4.6M | 13.0K | 1.1% | ▲+1.0% Added · +131 sh | |
| 24 | Amazon Com Inc COM | $4.4M | 18.4K | 1.1% | ▲+4.6% Added · +814 sh | |
| 25 | T Rowe Price Exchange-Traded PRICE DIV GRWT | $4.3M | 87.2K | 1.1% | ▲+349% Added · +68K sh | |
| 26 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $4.1M | 13.5K | 1.0% | ▲+9.4% Added · +1K sh | |
| 27 | JPMorgan Chase & Co COM | $3.3M | 10.1K | 0.8% | ▲+3.8% Added · +374 sh | |
| 28 | Eli Lilly & Co COM | $2.7M | 2.3K | 0.7% | ▲+5.7% Added · +123 sh | |
| 29 | Advanced Micro Devices Inc COM | $2.7M | 4.6K | 0.7% | ▼−4.3% Reduced · −207 sh | |
| 30 | Meta Platforms Inc CL A | $2.5M | 4.4K | 0.6% | ▼−9.8% Reduced · −481 sh | |
| 31 | Applied Matls Inc COM | $2.1M | 2.9K | 0.5% | ▼−2.0% Reduced · −60 sh | |
| 32 | Vanguard Index FDS VALUE ETF | $2.0M | 9.1K | 0.5% | —Held | |
| 33 | Johnson & Johnson COM | $2.0M | 7.7K | 0.5% | ▲+19% Added · +1K sh | |
| 34 | Intel Corp COM | $1.9M | 13.9K | 0.5% | ▲+3.1% Added · +416 sh | |
| 35 | Vanguard World FD INF TECH ETF | $1.7M | 13.9K | 0.4% | ▲13× Added · +13K sh | |
| 36 | Exxon Mobil Corp COM | $1.6M | 11.8K | 0.4% | ▲+3.3% Added · +378 sh | |
| 37 | Broadcom Inc COM | $1.5M | 4.1K | 0.4% | ▲+10% Added · +380 sh | |
| 38 | Blackstone Inc COM | $1.5M | 13.0K | 0.4% | ▲+2.9% Added · +360 sh | |
| 39 | Ishares TR MSCI EAFE ETF | $1.5M | 14.7K | 0.4% | ▲+11% Added · +1K sh | |
| 40 | Caterpillar Inc COM | $1.4M | 1.3K | 0.4% | ▲+4.1% Added · +53 sh | |
| 41 | Ishares TR CORE MSCI TOTAL | $1.4M | 14.7K | 0.4% | ▲+2.1% Added · +300 sh | |
| 42 | Coca Cola Co COM | $1.4M | 16.8K | 0.3% | ▼−8.9% Reduced · −2K sh | |
| 43 | Ishares TR CORE S&P SCP ETF | $1.4M | 9.1K | 0.3% | ▼−1.0% Reduced · −89 sh | |
| 44 | Eastern Bankshares Inc COM | $1.3M | 60.2K | 0.3% | ▲~0% Added · +3 sh | |
| 45 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $1.3M | 14.5K | 0.3% | —Held | |
| 46 | Sprott Asset Management LP PHYSICAL GOLD TR | $1.3M | 41.8K | 0.3% | ▼−0.9% Reduced · −400 sh | |
| 47 | International Business Machs COM | $1.2M | 4.1K | 0.3% | ▲+25% Added · +842 sh | |
| 48 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $1.2M | 22.7K | 0.3% | ▼−12% Reduced · −3K sh | |
| 49 | ASML Hldg NV N Y REGISTRY SHS | $1.1M | 576 | 0.3% | ▲+5.9% Added · +32 sh | |
| 50 | Colgate Palmolive Co COM | $1.1M | 12.3K | 0.3% | ▲~0% Added · +5 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 162 | $399.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 144 | $334.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 142 | $337.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 139 | $312.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 131 | $276.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 120 | $248.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 125 | $254.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 124 | $245.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.