Sandy Cove Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Sandy Cove Advisors, LLC reported 142 stock positions worth $337.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 8.7%) and Berkshire Hathaway Class B (BRK.B, 6.0%). Compared with Q3 2025, it opened 12 new positions, sold out of 9, added to 67 and reduced 49. The biggest buy was Vanguard Ftse All-World Ex-U (VEU, shares +3298%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- Hingham, MA
- CIK
- 0001908217
- Portfolio Value
- $337.6M (Q4 2025)
- SEC Filing
- 0001172661-26-000539 ↗ filed Feb 9, 2026
Holdings Value
Holdings 142 stocks · $337.6M
| IVV iShares Core S&P 500 ETF | 9.41% | 46,389 | $31.8M | Reduce -2.3% |
| VOO Vanguard S&P 500 ETF | 8.75% | 47,080 | $29.5M | Reduce -7.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.03% | 40,479 | $20.3M | Add +55.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.28% | 61,468 | $17.8M | Add +24.7% |
| VEU Vanguard Ftse All-World Ex-U | 5.25% | 241,116 | $17.7M | Add +3297.9% |
| AAPL Apple Inc. | 4.78% | 59,318 | $16.1M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 4.29% | 43,194 | $14.5M | Reduce -0.6% |
| AGG iShares Core U.S. Aggregate | 3.95% | 133,567 | $13.3M | Reduce -11.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.27% | 208,917 | $11.0M | Add +60.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.54% | 33,177 | $8.6M | Reduce -11.9% |
| VEA Vanguard Ftse Developed ETF | 2.49% | 134,475 | $8.4M | Reduce -13.5% |
| MSFT Microsoft Corp. | 2.32% | 16,195 | $7.8M | Add +4.6% |
| VIG Vanguard Dividend Apprec ETF | 2.24% | 34,349 | $7.5M | Reduce -27.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.99% | 74,965 | $6.7M | Add +14.9% |
| MS Morgan Stanley | 1.83% | 34,755 | $6.2M | Reduce -3.7% |
| IJH iShares Core S&P Midcap ETF | 1.73% | 88,313 | $5.8M | Reduce -2.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.46% | 10,098 | $4.9M | Add +180.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.46% | 8,006 | $4.9M | Reduce -54.6% |
| GOOGL Alphabet Inc. Class A | 1.33% | 14,384 | $4.5M | Reduce -2.4% |
| NVDA Nvidia Corp. | 1.31% | 23,670 | $4.4M | Add +4.6% |
| AMZN Amazon.com Inc. | 1.21% | 17,661 | $4.1M | Add +5.0% |
| GOOG Alphabet Inc. Class C | 1.18% | 12,704 | $4.0M | Add +62.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.10% | 5,428 | $3.7M | Reduce -3.8% |
| META Meta Platforms Inc. Class A | 0.94% | 4,820 | $3.2M | Reduce -2.8% |
| JPM JPMorgan Chase & Co. | 0.93% | 9,736 | $3.1M | Reduce -4.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.87% | 11,577 | $2.9M | New |
| LLY Eli Lilly & Co. | 0.69% | 2,159 | $2.3M | Add +5.0% |
| RVMD Revolution Medicines Inc. | 0.64% | 27,008 | $2.2M | No change |
| BX Blackstone Inc. | 0.56% | 12,236 | $1.9M | Add +0.5% |
| EXAS Exact Sciences Corp. | 0.53% | 17,642 | $1.8M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.51% | 9,069 | $1.7M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.42% | 6,806 | $1.4M | Add +2.1% |
| XOM Exxon Mobil Corp. | 0.41% | 11,643 | $1.4M | Add +1.9% |
| PHYS Sprott Physical Gold Trust | 0.41% | 42,201 | $1.4M | No change |
| KO The Coca-Cola Co. | 0.40% | 19,101 | $1.3M | Reduce -5.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.38% | 25,508 | $1.3M | Reduce -23.2% |
| DHR Danaher Corp. | 0.38% | 5,650 | $1.3M | Add +1.0% |
| EFA iShares MSCI Eafe ETF | 0.38% | 13,213 | $1.3M | Add +3.6% |
| NFLX Netflix Inc. | 0.37% | 13,359 | $1.3M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.37% | 6,386 | $1.2M | Add +0.6% |
| VGK Vanguard Ftse Europe ETF | 0.36% | 14,533 | $1.2M | Reduce -1.8% |
| RING iShares MSCI Global Gold Min | 0.36% | 16,500 | $1.2M | No change |
| IXUS iShares Core Intl Stock ETF | 0.36% | 14,203 | $1.2M | Reduce -5.0% |
| AVGO Broadcom Inc. | 0.35% | 3,414 | $1.2M | Add +14.1% |
| AMP Ameriprise Financial Inc. | 0.35% | 2,394 | $1.2M | Reduce -17.7% |
| CL Colgate-Palmolive Co. | 0.34% | 14,358 | $1.1M | Add +1.3% |
| HD Home Depot Inc. | 0.34% | 3,295 | $1.1M | Add +2.4% |
| EBC Eastern Bankshares Inc. | 0.33% | 60,192 | $1.1M | New |
| IJR iShares Core S&P Small-Cap E | 0.32% | 9,081 | $1.1M | Reduce -19.0% |
| AMD Advanced Micro Devices | 0.30% | 4,751 | $1.0M | Reduce -16.4% |
| ITW Illinois Tool Works | 0.29% | 4,039 | $995K | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 3,271 | $969K | Add +3.4% |
| IWF iShares Russell 1000 Growth | 0.27% | 1,913 | $905K | Add +1.1% |
| TSLA Tesla Inc. | 0.26% | 1,966 | $884K | Add +10.8% |
| GS Goldman Sachs Group Inc. | 0.24% | 928 | $816K | Add +2.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.23% | 14,919 | $787K | Add +217.4% |
| V Visa Inc. Class A | 0.23% | 2,217 | $777K | Add +0.7% |
| AMAT Applied Materials Inc. | 0.23% | 3,007 | $773K | Add +10.6% |
| BDX Becton Dickinson and Co. | 0.23% | 3,938 | $764K | Add +0.4% |
| CEF Sprott Physical Gold and Sil | 0.23% | 16,600 | $760K | Reduce -21.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.22% | 9,268 | $739K | Add +33.4% |
| CAT Caterpillar Inc. | 0.22% | 1,279 | $733K | Add +1.2% |
| GLD SPDR Gold Shares | 0.22% | 1,833 | $726K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.21% | 5,195 | $723K | Add +0.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.21% | 6,419 | $707K | Reduce -29.9% |
| PEP Pepsico Inc. | 0.21% | 4,875 | $700K | Add +3.1% |
| UL Unilever PLC-Sponsored ADR | 0.20% | 10,383 | $679K | Reduce -0.3% |
| VGT Vanguard Info Tech ETF | 0.20% | 900 | $678K | Add +0.1% |
| RTX RTX Corp. | 0.20% | 3,634 | $666K | Add +1.4% |
| CB Chubb Ltd. | 0.20% | 2,132 | $666K | Add +1.9% |
| BSV Vanguard Short-Term Bond ETF | 0.19% | 8,251 | $650K | Reduce -23.1% |
| ORCL Oracle Corp. | 0.19% | 3,280 | $639K | Add +5.3% |
| TDVG T Rowe Price Dividend Growth | 0.19% | 14,213 | $639K | Add +173.0% |
| COST Costco Wholesale Corp. | 0.18% | 724 | $624K | Reduce -6.2% |
| PG The Procter & Gamble Co. | 0.18% | 4,247 | $609K | Reduce -10.5% |
| EME Emcor Group Inc. | 0.16% | 900 | $551K | New |
| AXP American Express Co. | 0.16% | 1,486 | $550K | Add +1.6% |
| IAU iShares Gold Trust | 0.16% | 6,757 | $548K | No change |
| MA Mastercard Inc. Class A | 0.16% | 948 | $541K | Add +2.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.16% | 1,121 | $539K | Add +0.5% |
| DEO Diageo PLC-Sponsored ADR | 0.15% | 6,000 | $518K | No change |
| AMGN Amgen Inc. | 0.15% | 1,539 | $504K | Add +3.5% |
| INTC Intel Corp. | 0.14% | 13,006 | $480K | Add +2.2% |
| PLD Prologis Inc. | 0.14% | 3,686 | $471K | Add +5.6% |
| QCOM Qualcomm Inc. | 0.14% | 2,667 | $456K | New |
| JPST JPMorgan Ultra-Short Income | 0.13% | 8,848 | $448K | Reduce -94.1% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.13% | 4,733 | $446K | Reduce -1.3% |
| ICSH iShares Ultra Short Duration | 0.13% | 8,764 | $443K | Reduce -69.3% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 1,439 | $443K | Add +3.6% |
| SNOW Snowflake Inc. | 0.13% | 2,000 | $439K | No change |
| VYM Vanguard High DVD Yield ETF | 0.13% | 2,999 | $430K | Reduce -5.9% |
| FBTC Fidelity Wise Origin Bitcoin | 0.12% | 5,520 | $421K | Add +9.9% |
| DTD Wisdomtree US Total Dividend | 0.12% | 4,951 | $420K | Reduce -2.3% |
| IGPT Invesco AI and Next Gen Soft | 0.12% | 7,052 | $419K | Add +23.4% |
| CVX Chevron Corp. | 0.12% | 2,691 | $410K | Add +11.3% |
| SPOT Spotify Technology SA | 0.12% | 681 | $395K | No change |
| MUB iShares National Muni Bond E | 0.12% | 3,689 | $395K | Add +22.2% |
| IWY iShares Russell Top 200 Grow | 0.12% | 1,419 | $393K | No change |
| ABBV Abbvie Inc. | 0.11% | 1,682 | $384K | Add +6.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 6,861 | $377K | Add +6.4% |
Portfolio Sells Q3 2025 → Q4 2025
| JPST JPMorgan Ultra-Short Income | Reduce -94.1% | 0.13% | −2.31 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -54.6% | 1.46% | −1.92 |
| VOO Vanguard S&P 500 ETF | Reduce -7.1% | 8.75% | −1.18 |
| VIG Vanguard Dividend Apprec ETF | Reduce -27.6% | 2.24% | −1.04 |
| AGG iShares Core U.S. Aggregate | Reduce -11.6% | 3.95% | −0.89 |
| IVV iShares Core S&P 500 ETF | Reduce -2.3% | 9.41% | −0.74 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -11.9% | 2.54% | −0.53 |
| VEA Vanguard Ftse Developed ETF | Reduce -13.5% | 2.49% | −0.49 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.39 |
| ICSH iShares Ultra Short Duration | Reduce -69.3% | 0.13% | −0.33 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.6% | 4.29% | −0.27 |
| META Meta Platforms Inc. Class A | Reduce -2.8% | 0.94% | −0.22 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.20 |
| AAPL Apple Inc. | Reduce -2.8% | 4.78% | −0.19 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.7% | 1.73% | −0.17 |
| JMST JPM Ultra-Short Muni Income | Reduce -23.2% | 0.38% | −0.16 |
| NFLX Netflix Inc. | Reduce -0.5% | 0.37% | −0.14 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -29.9% | 0.21% | −0.11 |
| AMP Ameriprise Financial Inc. | Reduce -17.7% | 0.35% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.8% | 1.10% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -4.9% | 0.93% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -19.0% | 0.32% | −0.10 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.09 |
| BSV Vanguard Short-Term Bond ETF | Reduce -23.1% | 0.19% | −0.08 |
| IWR iShares Russell Mid-Cap ETF | Reduce -37.1% | 0.10% | −0.07 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.07 |
| RPM RPM International Inc. | Sold out | 0.00% | −0.07 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.07 |
| TJX TJX Companies Inc. | Reduce -51.2% | 0.06% | −0.07 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.07 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -10.5% | 0.18% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -6.2% | 0.18% | −0.04 |
| IXUS iShares Core Intl Stock ETF | Reduce -5.0% | 0.36% | −0.04 |
| YUM Yum! Brands Inc. | Reduce -32.1% | 0.06% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.4% | 0.51% | −0.04 |
| KO The Coca-Cola Co. | Reduce -5.4% | 0.40% | −0.03 |
| CEF Sprott Physical Gold and Sil | Reduce -21.3% | 0.23% | −0.02 |
| UL Unilever PLC-Sponsored ADR | Reduce -0.3% | 0.20% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -5.8% | 0.06% | −0.02 |
| VGK Vanguard Ftse Europe ETF | Reduce -1.8% | 0.36% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.9% | 0.13% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -8.4% | 0.06% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -6.7% | 0.11% | −0.02 |
| PGR Progressive Corp. | Reduce -3.1% | 0.08% | −0.02 |
| XEFRX Eaton Vance Sr FLTG Rate TR | Reduce -5.4% | 0.08% | −0.01 |
| ADSK Autodesk Inc. | Reduce -0.5% | 0.08% | −0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -1.3% | 0.13% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Reduce -4.7% | 0.11% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| VEU Vanguard Ftse All-World Ex-U | Add +3297.9% | 5.25% | +5.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +55.0% | 6.03% | +1.83 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +60.3% | 3.27% | +1.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +180.2% | 1.46% | +0.91 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.87% | +0.87 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +24.7% | 5.28% | +0.66 |
| GOOG Alphabet Inc. Class C | Add +62.2% | 1.18% | +0.57 |
| EBC Eastern Bankshares Inc. | New | 0.33% | +0.33 |
| LLY Eli Lilly & Co. | Add +5.0% | 0.69% | +0.19 |
| IEFA iShares Core MSCI Eafe ETF | Add +14.9% | 1.99% | +0.17 |
| EME Emcor Group Inc. | New | 0.16% | +0.16 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +217.4% | 0.23% | +0.15 |
| QCOM Qualcomm Inc. | New | 0.14% | +0.14 |
| TDVG T Rowe Price Dividend Growth | Add +173.0% | 0.19% | +0.12 |
| C Citigroup Inc. | New | 0.09% | +0.09 |
| CSCO Cisco Systems Inc. | New | 0.08% | +0.08 |
| MU Micron Technology Inc. | New | 0.07% | +0.07 |
| COF Capital One Financial Corp. | New | 0.07% | +0.07 |
| SMH Vaneck Semiconductor ETF | New | 0.07% | +0.07 |
| MRK Merck & Co. Inc. | New | 0.06% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | New | 0.06% | +0.06 |
| SCHX Schwab US Large-Cap ETF | New | 0.06% | +0.06 |
| AMAT Applied Materials Inc. | Add +10.6% | 0.23% | +0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +33.4% | 0.22% | +0.04 |
| AVGO Broadcom Inc. | Add +14.1% | 0.35% | +0.03 |
| DHR Danaher Corp. | Add +1.0% | 0.38% | +0.03 |
| AMZN Amazon.com Inc. | Add +5.0% | 1.21% | +0.03 |
| IGPT Invesco AI and Next Gen Soft | Add +23.4% | 0.12% | +0.03 |
| CAT Caterpillar Inc. | Add +1.2% | 0.22% | +0.02 |
| JNJ Johnson & Johnson | Add +2.1% | 0.42% | +0.02 |
| AMGN Amgen Inc. | Add +3.5% | 0.15% | +0.02 |
| MUB iShares National Muni Bond E | Add +22.2% | 0.12% | +0.01 |
| CTSH Cognizant Tech Solutions-A | Add +0.1% | 0.10% | +0.01 |
| PLD Prologis Inc. | Add +5.6% | 0.14% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +2.2% | 0.24% | +0.01 |
| WMT Walmart Inc. | Add +11.1% | 0.10% | +0.01 |
| TSLA Tesla Inc. | Add +10.8% | 0.26% | +0.01 |
| CB Chubb Ltd. | Add +1.9% | 0.20% | +0.01 |
| AXP American Express Co. | Add +1.6% | 0.16% | +0.01 |
| WFC Wells Fargo & Co. | Add +3.9% | 0.10% | +0.01 |
| INTC Intel Corp. | Add +2.2% | 0.14% | +0.01 |
| RTX RTX Corp. | Add +1.4% | 0.20% | +0.01 |
| CRM Salesforce Inc. | Add +1.7% | 0.11% | +0.01 |
| BAC Bank of America Corp. | Add +6.4% | 0.11% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.9% | 0.41% | +0.00 |
| IBM Intl Business Machines Corp. | Add +3.4% | 0.29% | +0.00 |
| CVX Chevron Corp. | Add +11.3% | 0.12% | +0.00 |
| GEV GE Vernova Inc. | Add +1.6% | 0.07% | +0.00 |
| ABT Abbott Laboratories | Add +13.5% | 0.07% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +8.7% | 0.11% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 162 | $399.8M | IVV, VOO, VEU, IJH, VO |
| Q1 2026 | 144 | $334.1M | IVV, VOO, BRK.B, VEU, VO |
| Q4 2025 | 142 | $337.6M | IVV, VOO, BRK.B, VO, VEU |
| Q3 2025 | 139 | $312.8M | IVV, VOO, AAPL, AGG, VO |
| Q2 2025 | 131 | $276.8M | IVV, VOO, AGG, VO, VTI |
| Q1 2025 | 120 | $248.9M | IVV, VOO, AGG, AAPL, BRK.B |
| Q4 2024 | 125 | $254.6M | IVV, VOO, AAPL, AGG, VO |
| Q3 2024 | 124 | $245.2M | IVV, VOO, AGG, AAPL, VO |
| Q2 2024 | 111 | $224.6M | IVV, VOO, AAPL, VTI, VO |
| Q1 2024 | 121 | $217.0M | IVV, VOO, VO, VTI, VIG |