Sandy Cove Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$12M |
| 2 |
T. Rowe Price Dividend Growth ETF
TDVG
|
+$3.21M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$2.03M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$973K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$939K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$3.09M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$1.48M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.3M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$823K |
| 5 |
Honeywell
HON
|
+$669K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.34% |
| 2 | Financials | 9.53% |
| 3 | Communication Services | 3.48% |
| 4 | Healthcare | 3.37% |
| 5 | Industrials | 1.83% |
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Similar funds
Sandy Cove Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Sandy Cove Advisors held 166 positions worth $400M, up 20% from $334M the previous quarter. Its ten largest holdings account for 52% of the portfolio.
Sandy Cove Advisors deployed $21.4M of net new capital in Q2 2026, opening 22 new positions and adding to 82 existing holdings. Its largest new stake was Vanguard Short-Term Inflation-Protected Securities Index Fund: 8,660 shares worth $435K.
By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 10% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Berkshire Hathaway Class B, an estimated $3.09M trimmed.
- Sandy Cove Advisors's largest Q2 2026 buy was Vanguard Short-Term Inflation-Protected Securities Index Fund: 8,660 shares worth $435K.
- Sandy Cove Advisors added most to iShares Core S&P Mid-Cap ETF in Q2 2026, an estimated $12M increase.
- Sandy Cove Advisors's biggest Q2 2026 reduction was Berkshire Hathaway Class B, cutting an estimated $3.09M.
- Sandy Cove Advisors fully exited Snowflake in Q2 2026, selling an estimated $302K.
- Sandy Cove Advisors's ten largest holdings make up 52% of its $400M portfolio in Q2 2026.
- Sandy Cove Advisors opened 22 new positions and closed 4 in Q2 2026.
- Sandy Cove Advisors's portfolio value rose 20% quarter-over-quarter to $400M.
Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.