Sandy Cove Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Sandy Cove Advisors, LLC reported 144 stock positions worth $334.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 8.5%) and Berkshire Hathaway Class B (BRK.B, 6.1%). Compared with Q4 2025, it opened 11 new positions, sold out of 9, added to 85 and reduced 28. The biggest buy was Vanguard Ftse All-World Ex-U (VEU, shares +11%) and the biggest sale an exit from Exact Sciences (EXAS).

Most Recent 13F
Q2 2026
Location
Hingham, MA
CIK
0001908217
Portfolio Value
$334.1M (Q1 2026)
SEC Filing
0001172661-26-001597 ↗ filed May 5, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $217.0M Q1 2024 Q2 2024: $224.6M Q2 2024 Q3 2024: $245.2M Q3 2024 Q4 2024: $254.6M Q4 2024 Q1 2025: $248.9M Q1 2025 Q2 2025: $276.8M Q2 2025 Q3 2025: $312.8M Q3 2025 Q4 2025: $337.6M Q4 2025 Q1 2026: $334.1M $334.1M Q1 2026 Q2 2026: $399.8M Q2 2026

Holdings 144 stocks · $334.1M
IVV iShares Core S&P 500 ETF 9.01% 46,084 $30.1M Reduce -0.7%
VOO Vanguard S&P 500 ETF 8.48% 47,425 $28.3M Add +0.7%
BRK.B Berkshire Hathaway Inc. Class B 6.09% 42,428 $20.3M Add +4.8%
VEU Vanguard Ftse All-World Ex-U 6.03% 268,309 $20.2M Add +11.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 5.28% 61,459 $17.6M Reduce -0.0%
AAPL Apple Inc. 4.52% 59,469 $15.1M Add +0.3%
VTI VG Morningstar TS MKT ETF-US 4.17% 43,475 $13.9M Add +0.7%
AGG iShares Core U.S. Aggregate 4.01% 134,923 $13.4M Add +1.0%
IGSB iShares 1-5Y Inv Grade Corp. 3.39% 215,431 $11.3M Add +3.1%
VB Vanguard Most SM-Cap ETF-Usd 2.61% 33,345 $8.7M Add +0.5%
VEA Vanguard Ftse Developed ETF 2.51% 130,677 $8.4M Reduce -2.8%
IJH iShares Core S&P Midcap ETF 2.43% 120,285 $8.1M Add +36.2%
IEFA iShares Core MSCI Eafe ETF 2.19% 80,937 $7.3M Add +8.0%
VIG Vanguard Dividend Apprec ETF 2.18% 33,802 $7.3M Reduce -1.6%
MSFT Microsoft Corp. 1.80% 16,263 $6.0M Add +0.4%
MS Morgan Stanley 1.71% 34,799 $5.7M Add +0.1%
QQQ Invesco QQQ Trust Series 1 1.38% 7,998 $4.6M Reduce -0.1%
VUG Vanguard Mrngstar GR ETF-Sui 1.34% 10,220 $4.5M Add +1.2%
NVDA Nvidia Corp. 1.28% 24,580 $4.3M Add +3.8%
GOOGL Alphabet Inc. Class A 1.26% 14,624 $4.2M Add +1.7%
GOOG Alphabet Inc. Class C 1.10% 12,858 $3.7M Add +1.2%
AMZN Amazon.com Inc. 1.09% 17,563 $3.7M Reduce -0.6%
SPY SS SPDR S&P 500 ETF Trust-US 1.06% 5,431 $3.5M Add +0.1%
QQQM Invesco Nasdaq 100 ETF 0.88% 12,321 $2.9M Add +6.4%
JPM JPMorgan Chase & Co. 0.86% 9,768 $2.9M Add +0.3%
META Meta Platforms Inc. Class A 0.84% 4,893 $2.8M Add +1.5%
RVMD Revolution Medicines Inc. 0.79% 27,008 $2.6M No change
LLY Eli Lilly & Co. 0.59% 2,161 $2.0M Add +0.1%
XOM Exxon Mobil Corp. 0.58% 11,441 $1.9M Reduce -1.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.53% 9,069 $1.8M No change
JNJ Johnson & Johnson 0.47% 6,491 $1.6M Reduce -4.6%
PHYS Sprott Physical Gold Trust 0.45% 42,201 $1.5M No change
BX Blackstone Inc. 0.43% 12,596 $1.4M Add +2.9%
KO The Coca-Cola Co. 0.42% 18,437 $1.4M Reduce -3.5%
HON Honeywell International Inc. 0.40% 5,893 $1.3M Reduce -7.7%
RING iShares MSCI Global Gold Min 0.39% 16,700 $1.3M Add +1.2%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.39% 25,813 $1.3M Add +1.2%
NFLX Netflix Inc. 0.39% 13,566 $1.3M Add +1.6%
EFA iShares MSCI Eafe ETF 0.38% 13,213 $1.3M No change
IXUS iShares Core Intl Stock ETF 0.37% 14,434 $1.3M Add +1.6%
VGK Vanguard Ftse Europe ETF 0.36% 14,533 $1.2M No change
EBC Eastern Bankshares Inc. 0.35% 60,195 $1.2M Add +0.0%
IJR iShares Core S&P Small-Cap E 0.34% 9,204 $1.1M Add +1.4%
AVGO Broadcom Inc. 0.34% 3,673 $1.1M Add +7.6%
AMP Ameriprise Financial Inc. 0.32% 2,413 $1.1M Add +0.8%
HD Home Depot Inc. 0.32% 3,230 $1.1M Reduce -2.0%
DHR Danaher Corp. 0.32% 5,584 $1.1M Reduce -1.2%
CL Colgate-Palmolive Co. 0.31% 12,247 $1.0M Reduce -14.7%
ITW Illinois Tool Works 0.31% 3,976 $1.0M Reduce -1.6%
AMAT Applied Materials Inc. 0.30% 2,967 $1.0M Reduce -1.3%
AMD Advanced Micro Devices 0.29% 4,835 $983K Add +1.8%
CVX Chevron Corp. 0.28% 4,515 $934K Add +67.8%
CAT Caterpillar Inc. 0.27% 1,296 $918K Add +1.3%
VCSH Vanguard S/T Corp. Bond ETF 0.26% 11,139 $883K Add +20.2%
TDVG T Rowe Price Dividend Growth 0.26% 19,414 $866K Add +36.6%
IWF iShares Russell 1000 Growth 0.24% 1,914 $816K Add +0.1%
GS Goldman Sachs Group Inc. 0.24% 952 $805K Add +2.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.24% 3,302 $800K Add +0.9%
CEF Sprott Physical Gold and Sil 0.24% 16,600 $792K No change
GLD SPDR Gold Shares 0.24% 1,833 $789K No change
BINC iShares Flex I A ETF-Usd Inc. 0.23% 15,042 $781K Add +0.8%
TSLA Tesla Inc. 0.23% 2,042 $759K Add +3.9%
SDY SS SPDR S&P Dividend ETF 0.23% 5,191 $758K Reduce -0.1%
PEP Pepsico Inc. 0.23% 4,872 $757K Reduce -0.1%
VGT Vanguard Info Tech ETF 0.22% 1,048 $731K Add +16.4%
COST Costco Wholesale Corp. 0.22% 728 $725K Add +0.6%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.22% 544 $719K New
CB Chubb Ltd. 0.21% 2,185 $712K Add +2.5%
SHV iShares 0-1 Year Treasury Bo 0.21% 6,419 $709K No change
RTX RTX Corp. 0.21% 3,617 $698K Reduce -0.5%
EME Emcor Group Inc. 0.20% 900 $664K No change
V Visa Inc. Class A 0.19% 2,147 $649K Reduce -3.2%
BSV Vanguard Short-Term Bond ETF 0.19% 7,951 $623K Reduce -3.6%
BDX Becton Dickinson and Co. 0.19% 3,962 $623K Add +0.6%
UL Unilever PLC-Sponsored ADR 0.18% 10,720 $611K Add +3.3%
PG The Procter & Gamble Co. 0.18% 4,223 $610K Reduce -0.6%
IAU iShares Gold Trust 0.18% 6,757 $596K No change
INTC Intel Corp. 0.18% 13,486 $595K Add +3.7%
AMGN Amgen Inc. 0.16% 1,547 $544K Add +0.5%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.16% 1,125 $521K Add +0.4%
JPST JPMorgan Ultra-Short Income 0.15% 10,071 $510K Add +13.8%
MA Mastercard Inc. Class A 0.15% 1,003 $501K Add +5.8%
PLD Prologis Inc. 0.15% 3,781 $500K Add +2.6%
ORCL Oracle Corp. 0.14% 3,174 $467K Reduce -3.2%
SLYG SS SPDR S&P 600 SC GR ETF 0.14% 4,735 $458K Add +0.0%
AXP American Express Co. 0.14% 1,492 $451K Add +0.4%
DEO Diageo PLC-Sponsored ADR 0.13% 6,015 $448K Add +0.3%
VYM Vanguard High DVD Yield ETF 0.13% 3,000 $444K Add +0.0%
ICSH iShares Ultra Short Duration 0.13% 8,736 $442K Reduce -0.3%
DTD Wisdomtree US Total Dividend 0.13% 4,972 $429K Add +0.4%
IGPT Invesco AI and Next Gen Soft 0.12% 7,052 $409K No change
GE General Electric filed as GE AEROSPACE 0.12% 1,409 $400K Reduce -2.1%
MUB iShares National Muni Bond E 0.12% 3,708 $394K Add +0.5%
WMT Walmart Inc. 0.12% 3,124 $388K Add +7.9%
SPSM SS SPDR P S&P 600 Small Cap 0.11% 7,904 $382K Reduce -0.5%
PSX Phillips 66 0.11% 2,033 $370K Add +5.3%
ABBV Abbvie Inc. 0.11% 1,701 $370K Add +1.1%
PSLV Sprott Physical Silver Trust 0.11% 15,000 $366K No change
EMR Emerson Electric Co. 0.11% 2,776 $364K Add +0.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 7,272 $354K Add +6.0%

Show all 144 holdings

Portfolio Sells Q4 2025 → Q1 2026
EXAS Exact Sciences Corp. Sold out 0.00% −0.53
IVV iShares Core S&P 500 ETF Reduce -0.7% 9.01% −0.40
AMZN Amazon.com Inc. Reduce -0.6% 1.09% −0.11
ADSK Autodesk Inc. Sold out 0.00% −0.08
QQQ Invesco QQQ Trust Series 1 Reduce -0.1% 1.38% −0.07
INTU Intuit Inc. Sold out 0.00% −0.07
KKR KKR & Co. Inc. Sold out 0.00% −0.07
ADBE Adobe Inc. Sold out 0.00% −0.07
COF Capital One Financial Corp. Sold out 0.00% −0.07
DHR Danaher Corp. Reduce -1.2% 0.32% −0.07
ABT Abbott Laboratories Sold out 0.00% −0.07
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.06
VIG Vanguard Dividend Apprec ETF Reduce -1.6% 2.18% −0.06
SCHX Schwab US Large-Cap ETF Sold out 0.00% −0.06
ORCL Oracle Corp. Reduce -3.2% 0.14% −0.05
QCOM Qualcomm Inc. Reduce -12.3% 0.09% −0.04
V Visa Inc. Class A Reduce -3.2% 0.19% −0.04
CTSH Cognizant Tech Solutions-A Reduce -1.6% 0.08% −0.03
CL Colgate-Palmolive Co. Reduce -14.7% 0.31% −0.02
HD Home Depot Inc. Reduce -2.0% 0.32% −0.02
GE General Electric Reduce -2.1% 0.12% −0.01
BA The Boeing Co. Reduce -2.9% 0.06% −0.01
BSV Vanguard Short-Term Bond ETF Reduce -3.6% 0.19% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.0% 5.28% −0.00
ICSH iShares Ultra Short Duration Reduce -0.3% 0.13% +0.00
PG The Procter & Gamble Co. Reduce -0.6% 0.18% +0.00
SPSM SS SPDR P S&P 600 Small Cap Reduce -0.5% 0.11% +0.00
RTX RTX Corp. Reduce -0.5% 0.21% +0.01
SDY SS SPDR S&P Dividend ETF Reduce -0.1% 0.23% +0.01
ITW Illinois Tool Works Reduce -1.6% 0.31% +0.02
VEA Vanguard Ftse Developed ETF Reduce -2.8% 2.51% +0.02
PEP Pepsico Inc. Reduce -0.1% 0.23% +0.02
KO The Coca-Cola Co. Reduce -3.5% 0.42% +0.02
HON Honeywell International Inc. Reduce -7.7% 0.40% +0.03
JNJ Johnson & Johnson Reduce -4.6% 0.47% +0.06
AMAT Applied Materials Inc. Reduce -1.3% 0.30% +0.07
XOM Exxon Mobil Corp. Reduce -1.7% 0.58% +0.17

Portfolio Buys Q4 2025 → Q1 2026
VEU Vanguard Ftse All-World Ex-U Add +11.3% 6.03% +0.78
IJH iShares Core S&P Midcap ETF Add +36.2% 2.43% +0.70
ASML ASML Holding NV-NY Reg SHS New 0.22% +0.22
IEFA iShares Core MSCI Eafe ETF Add +8.0% 2.19% +0.21
CVX Chevron Corp. Add +67.8% 0.28% +0.16
IGSB iShares 1-5Y Inv Grade Corp. Add +3.1% 3.39% +0.12
JPLD JPMorgan Ltd. Duration ETF New 0.10% +0.10
BHP BHP Group Ltd.-Spon ADR New 0.09% +0.09
VB Vanguard Most SM-Cap ETF-Usd Add +0.5% 2.61% +0.08
VZ Verizon Communications Inc. New 0.08% +0.08
TDVG T Rowe Price Dividend Growth Add +36.6% 0.26% +0.07
BMY Bristol-Myers Squibb Co. New 0.07% +0.07
WMB Williams Cos Inc. New 0.06% +0.06
MPC Marathon Petroleum Corp. New 0.06% +0.06
PM Philip Morris International New 0.06% +0.06
TSM Taiwan Semiconductor-SP ADR New 0.06% +0.06
LNGX Global X US NTRL Gas ETF New 0.06% +0.06
BRK.B Berkshire Hathaway Inc. Class B Add +4.8% 6.09% +0.06
CAT Caterpillar Inc. Add +1.3% 0.27% +0.06
AGG iShares Core U.S. Aggregate Add +1.0% 4.01% +0.06
VCSH Vanguard S/T Corp. Bond ETF Add +20.2% 0.26% +0.05
PSX Phillips 66 Add +5.3% 0.11% +0.04
INTC Intel Corp. Add +3.7% 0.18% +0.04
RING iShares MSCI Global Gold Min Add +1.2% 0.39% +0.03
COST Costco Wholesale Corp. Add +0.6% 0.22% +0.03
EOG EOG Resources Inc. Add +6.4% 0.10% +0.03
GEV GE Vernova Inc. Add +0.5% 0.10% +0.03
EBC Eastern Bankshares Inc. Add +0.0% 0.35% +0.02
WMT Walmart Inc. Add +7.9% 0.12% +0.02
JPST JPMorgan Ultra-Short Income Add +13.8% 0.15% +0.02
LMT Lockheed Martin Corp. Add +4.2% 0.08% +0.02
NFLX Netflix Inc. Add +1.6% 0.39% +0.02
IJR iShares Core S&P Small-Cap E Add +1.4% 0.34% +0.02
SMH Vaneck Semiconductor ETF Add +19.5% 0.08% +0.02
IXUS iShares Core Intl Stock ETF Add +1.6% 0.37% +0.02
TXN Texas Instruments Inc. Add +13.2% 0.08% +0.02
VGT Vanguard Info Tech ETF Add +16.4% 0.22% +0.02
CB Chubb Ltd. Add +2.5% 0.21% +0.02
MU Micron Technology Inc. Add +2.9% 0.08% +0.02
MRK Merck & Co. Inc. Add +6.5% 0.08% +0.01
ETN Eaton Corp. PLC Add +5.5% 0.09% +0.01
AMGN Amgen Inc. Add +0.5% 0.16% +0.01
MDLZ Mondelez International Inc. Class A Add +11.9% 0.08% +0.01
TJX TJX Companies Inc. Add +11.3% 0.07% +0.01
PLD Prologis Inc. Add +2.6% 0.15% +0.01
QQQM Invesco Nasdaq 100 ETF Add +6.4% 0.88% +0.01
JMST JPM Ultra-Short Muni Income Add +1.2% 0.39% +0.01
VYM Vanguard High DVD Yield ETF Add +0.0% 0.13% +0.01
IJK iShares S&P Mid-Cap 400 Grow Add +0.0% 0.10% +0.00
SLYG SS SPDR S&P 600 SC GR ETF Add +0.0% 0.14% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 162$399.8MIVV, VOO, VEU, IJH, VO
Q1 2026 144$334.1MIVV, VOO, BRK.B, VEU, VO
Q4 2025 142$337.6MIVV, VOO, BRK.B, VO, VEU
Q3 2025 139$312.8MIVV, VOO, AAPL, AGG, VO
Q2 2025 131$276.8MIVV, VOO, AGG, VO, VTI
Q1 2025 120$248.9MIVV, VOO, AGG, AAPL, BRK.B
Q4 2024 125$254.6MIVV, VOO, AAPL, AGG, VO
Q3 2024 124$245.2MIVV, VOO, AGG, AAPL, VO
Q2 2024 111$224.6MIVV, VOO, AAPL, VTI, VO
Q1 2024 121$217.0MIVV, VOO, VO, VTI, VIG