Cove Private Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2015131
Institutional-grade research for retail investors
13F Reported Value
ⓘ$440.4M
Holdings
185
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Cove Private Wealth, LLC disclosed 185 positions worth $440.4M in its Form 13F-HR for Q1 2026, led by $UPS (UNITED PARCEL SERVICE INC) at 15.0% of the equity portfolio, followed by $AAPL and $NVDA. During the quarter the fund opened 21 new positions and exited 3 — including a new stake in $NOW and a full exit from $CEG. The portfolio is most concentrated in Technology (37.4% of disclosed assets). All figures are sourced directly from Cove Private Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2015131.
AI Fund Analysis
ConcentratingSector Allocation
TechnologyIndustrialsOtherFinancialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 58.2#998
Quality
$66.0M671,340 sh - 76.1#112
Quality
$34.2M134,709 sh - 90.2#1
Quality
$31.2M179,075 sh - 83.7
Quality
$21.3M57,445 sh - 74.6
Quality
$16.9M81,213 sh - 80.2
Quality
$14.8M51,469 sh - 80.2
Quality
$14.8M51,494 sh - 35.6
Quality
$9.2M31,253 sh - 86.4
Quality
$8.6M27,845 sh VANGUARD INDEX FDS
—Quality
$7.6M12,703 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 UNITED PARCEL SERVICE INC$UPS | 58.2#998 | $66.0M | 671,340 |
 Apple Inc.$AAPL | 76.1#112 | $34.2M | 134,709 |
 NVIDIA CORP$NVDA | 90.2#1 | $31.2M | 179,075 |
 MICROSOFT CORP$MSFT | 83.7 | $21.3M | 57,445 |
 AMAZON COM INC$AMZN | 74.6 | $16.9M | 81,213 |
 Alphabet Inc.$GOOG | 80.2 | $14.8M | 51,469 |
 Alphabet Inc.$GOOGL | 80.2 | $14.8M | 51,494 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $9.2M | 31,253 |
 Broadcom Inc.$AVGO | 86.4 | $8.6M | 27,845 |
| VANGUARD INDEX FDS | — | $7.6M | 12,703 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cove Private Wealth, LLC's 185 positions.
Showing top 10 of 185 holdings.
Sector Allocation
Technology
$164.7M
Industrials
$83.9M
Other
$58.9M
Financials
$40.1M
Consumer Discretionary
$37.0M
Healthcare
$22.1M
Consumer Staples
$10.7M
Energy
$9.9M
Full Holdings — Cove Private Wealth, LLC (Q1 2026)
All 185 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $UPS | UNITED PARCEL SERVICE INC | $66.0M | 15.0% | +888% | 58.2 |
| 2 | $AAPL | Apple Inc. | $34.2M | 7.8% | +14% | 76.1 |
| 3 | $NVDA | NVIDIA CORP | $31.2M | 7.1% | +20% | 90.2 |
| 4 | $MSFT | MICROSOFT CORP | $21.3M | 4.8% | +17% | 83.7 |
| 5 | $AMZN | AMAZON COM INC | $16.9M | 3.8% | +20% | 74.6 |
| 6 | $GOOG | Alphabet Inc. | $14.8M | 3.4% | +8% | 80.2 |
| 7 | $GOOGL | Alphabet Inc. | $14.8M | 3.4% | +33% | 80.2 |
| 8 | $JPM | JPMORGAN CHASE & CO | $9.2M | 2.1% | +4% | 35.6 |
| 9 | $AVGO | Broadcom Inc. | $8.6M | 2.0% | +4% | 86.4 |
| 10 | — | VANGUARD INDEX FDS | $7.6M | 1.7% | +63% | — |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $6.8M | 1.6% | +56% | — |
| 12 |  $MA | Mastercard Inc | $6.1M | 1.4% | +53% | 81.7 |
| 13 | — | ISHARES TR | $5.8M | 1.3% | +83% | — |
| 14 | — | ISHARES TR | $4.7M | 1.1% | +4% | — |
| 15 |  $HD | HOME DEPOT, INC. | $4.6M | 1.1% | +12% | 69.2 |
| 16 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.6M | 1.0% | +33% | 67 |
| 17 |  $MCK | MCKESSON CORP | $4.5M | 1.0% | +2% | 63.7 |
| 18 | — | VANGUARD INDEX FDS | $4.2M | 0.9% | +28% | — |
| 19 |  $V | VISA INC. | $4.2M | 0.9% | +20% | 83.5 |
| 20 |  $MRVL | Marvell Technology, Inc. | $4.2M | 0.9% | +1% | 77.3 |
| 21 |  $META | Meta Platforms, Inc. | $4.1M | 0.9% | +41% | 80.9 |
| 22 |  $XOM | EXXON MOBIL CORP | $4.1M | 0.9% | +11% | 61.8 |
| 23 |  $JNJ | JOHNSON & JOHNSON | $3.9M | 0.9% | +8% | 72.8 |
| 24 | — | VANGUARD TAX-MANAGED FDS | $3.6M | 0.8% | +1% | — |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.6M | 0.8% | +41% | 64.5 |
| 26 |  $CAT | CATERPILLAR INC | $3.3M | 0.8% | +82% | 67.8 |
| 27 |  $WMT | Walmart Inc. | $3.1M | 0.7% | +0% | 63.2 |
| 28 | — | ISHARES TR | $3.0M | 0.7% | +280% | — |
| 29 |  $GLD | SPDR GOLD TRUST | $2.9M | 0.7% | -1% | — |
| 30 |  $PH | Parker-Hannifin Corp | $2.9M | 0.7% | +0% | 73.8 |
| 31 |  $ABBV | AbbVie Inc. | $2.7M | 0.6% | +10% | 59.3 |
| 32 |  $AME | AMETEK INC/ | $2.6M | 0.6% | +0% | 74.2 |
| 33 |  $CVX | CHEVRON CORP | $2.6M | 0.6% | +28% | 54.7 |
| 34 |  $AMAT | APPLIED MATERIALS INC /DE | $2.5M | 0.6% | +0% | 74.8 |
| 35 |  $APH | AMPHENOL CORP /DE/ | $2.5M | 0.6% | +38% | 80.5 |
| 36 |  $ALB | ALBEMARLE CORP | $2.4M | 0.6% | +0% | 50.2 |
| 37 |  $CRM | Salesforce, Inc. | $2.4M | 0.5% | +36% | 75.2 |
| 38 |  $PFE | PFIZER INC | $2.4M | 0.5% | +1% | 69 |
| 39 |  $CSCO | CISCO SYSTEMS, INC. | $2.3M | 0.5% | +3% | 72.3 |
| 40 |  $AMP | AMERIPRISE FINANCIAL INC | $2.2M | 0.5% | +0% | 70.2 |
| 41 | — | VANGUARD ADMIRAL FDS INC | $2.1M | 0.5% | +0% | — |
| 42 |  $DHR | DANAHER CORP /DE/ | $2.0M | 0.5% | +86% | 63.9 |
| 43 |  $GILD | GILEAD SCIENCES, INC. | $2.0M | 0.5% | +0% | 77.8 |
| 44 | — | SPDR SERIES TRUST | $2.0M | 0.4% | +72% | — |
| 45 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.0M | 0.4% | +3% | 63.7 |
| 46 |  $DE | DEERE & CO | $1.9M | 0.4% | +1% | 57.4 |
| 47 |  $PEP | PEPSICO INC | $1.8M | 0.4% | +3% | 62.7 |
| 48 | — | ISHARES INC | $1.7M | 0.4% | +9% | — |
| 49 |  $DIS | Walt Disney Co | $1.7M | 0.4% | +0% | 68.9 |
| 50 |  $PG | PROCTER & GAMBLE Co | $1.7M | 0.4% | +11% | 72.9 |
| 51 |  $ICE | Intercontinental Exchange, Inc. | $1.7M | 0.4% | +43% | 73.8 |
| 52 | — | ISHARES TR | $1.6M | 0.4% | +27% | — |
| 53 |  $ORCL | ORACLE CORP | $1.6M | 0.4% | -1% | 67.2 |
| 54 |  $NSC | NORFOLK SOUTHERN CORP | $1.6M | 0.4% | +0% | 70.8 |
| 55 |  $ADBE | ADOBE INC. | $1.6M | 0.4% | -14% | 80.4 |
| 56 |  $MCD | MCDONALDS CORP | $1.5M | 0.3% | +2% | 73.9 |
| 57 |  $UBER | Uber Technologies, Inc | $1.5M | 0.3% | +23% | 79.3 |
| 58 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.3% | +0% | 64.5 |
| 59 |  $TJX | TJX COMPANIES INC /DE/ | $1.4M | 0.3% | +55% | 70.7 |
| 60 |  $QCOM | QUALCOMM INC/DE | $1.4M | 0.3% | +1% | 81.9 |
| 61 |  $ABT | ABBOTT LABORATORIES | $1.4M | 0.3% | +9% | 67 |
| 62 |  $GEV | GE Vernova Inc. | $1.4M | 0.3% | +5% | 70.1 |
| 63 | — | ISHARES TR | $1.4M | 0.3% | +66% | — |
| 64 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.3M | 0.3% | +0% | 68.4 |
| 65 |  $NEE | NEXTERA ENERGY INC | $1.3M | 0.3% | +0% | 71.7 |
| 66 |  $MDT | Medtronic plc | $1.3M | 0.3% | +0% | — |
| 67 | — | VANGUARD WORLD FD | $1.3M | 0.3% | +160% | — |
| 68 | — | ISHARES TR | $1.3M | 0.3% | +32% | — |
| 69 |  $LRCX | LAM RESEARCH CORP | $1.2M | 0.3% | +0% | 82.4 |
| 70 |  $EOG | EOG RESOURCES INC | $1.2M | 0.3% | +22% | 71.1 |
| 71 |  $PML | PIMCO MUNICIPAL INCOME FUND II | $1.1M | 0.3% | +0% | — |
| 72 |  $KKR | KKR & Co. Inc. | $1.1M | 0.3% | -40% | 49.8 |
| 73 |  $HON | HONEYWELL INTERNATIONAL INC | $1.1M | 0.3% | +5% | 65.7 |
| 74 |  $EW | Edwards Lifesciences Corp | $1.1M | 0.3% | +7% | 67.6 |
| 75 |  $BKNG | Booking Holdings Inc. | $1.1M | 0.3% | +4507% | 55.3 |
| 76 | — | ISHARES TR | $1.0M | 0.2% | +274% | — |
| 77 |  $ZTS | Zoetis Inc. | $1.0M | 0.2% | +51% | 72.6 |
| 78 |  $ROP | ROPER TECHNOLOGIES INC | $1.0M | 0.2% | +0% | 72.2 |
| 79 |  $NXPI | NXP Semiconductors N.V. | $1.0M | 0.2% | -45% | — |
| 80 |  $WFC | WELLS FARGO & COMPANY/MN | $1.0M | 0.2% | +0% | — |
| 81 |  $ECL | ECOLAB INC. | $982,146 | 0.2% | +22% | 64.3 |
| 82 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $969,408 | 0.2% | +19% | 65.3 |
| 83 | — | SELECT SECTOR SPDR TR | $960,882 | 0.2% | +86% | — |
| 84 |  $CB | Chubb Ltd | $956,930 | 0.2% | +26% | — |
| 85 |  $AMT | AMERICAN TOWER CORP /MA/ | $941,942 | 0.2% | +0% | 69.8 |
| 86 | — | ISHARES TR | $937,210 | 0.2% | +10% | — |
| 87 |  $NKE | NIKE, Inc. | $892,288 | 0.2% | -8% | 53.4 |
| 88 |  $EA | ELECTRONIC ARTS INC. | $874,602 | 0.2% | +0% | 71.1 |
| 89 |  $DLR | DIGITAL REALTY TRUST, INC. | $874,019 | 0.2% | +0% | 70.2 |
| 90 |  $RTX | RTX Corp | $842,780 | 0.2% | +29% | 70 |
| 91 |  $MRK | Merck & Co., Inc. | $837,820 | 0.2% | +6% | 70.9 |
| 92 |  $SLB | SLB LIMITED/NV | $831,490 | 0.2% | +7% | 63.2 |
| 93 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $820,040 | 0.2% | +2% | 66.3 |
| 94 |  $NUE | NUCOR CORP | $814,217 | 0.2% | +0% | 58.9 |
| 95 |  $AWK | American Water Works Company, Inc. | $813,138 | 0.2% | +0% | 61.7 |
| 96 |  $VZ | VERIZON COMMUNICATIONS INC | $787,287 | 0.2% | +16% | 71.6 |
| 97 |  $__PARK_1390777 | Bank of New York Mellon Corp | $785,093 | 0.2% | +0% | 36.7 |
| 98 | — | ISHARES TR | $775,680 | 0.2% | -5% | — |
| 99 |  $INTU | INTUIT INC. | $752,341 | 0.2% | +0% | 82 |
| 100 |  $ISRG | INTUITIVE SURGICAL INC | $738,045 | 0.2% | +37% | 81.4 |
| 101 |  $PLD | Prologis, Inc. | $730,955 | 0.2% | +1% | 67.5 |
| 102 |  $CMI | CUMMINS INC | $729,017 | 0.2% | +3% | 58.9 |
| 103 |  $LLY | ELI LILLY & Co | $709,143 | 0.2% | +65% | 89.3 |
| 104 |  $BMY | BRISTOL MYERS SQUIBB CO | $702,024 | 0.2% | +0% | 70.1 |
| 105 |  $CVS | CVS HEALTH Corp | $667,926 | 0.1% | +2% | 51.3 |
| 106 |  $SHW | SHERWIN WILLIAMS CO | $663,218 | 0.1% | +29% | 65.3 |
| 107 |  $ACN | Accenture plc | $610,733 | 0.1% | +87% | — |
| 108 |  $KVUE | Kenvue Inc. | $575,611 | 0.1% | +0% | 60.2 |
| 109 |  $TROW | PRICE T ROWE GROUP INC | $569,234 | 0.1% | +1% | 75.8 |
| 110 | — | ISHARES TR | $560,265 | 0.1% | +3% | — |
| 111 | — | VANGUARD INDEX FDS | $552,822 | 0.1% | +20% | — |
| 112 |  $HSY | HERSHEY CO | $549,869 | 0.1% | +26% | 59.4 |
| 113 |  $SNOW | Snowflake Inc. | $546,119 | 0.1% | +39% | 49.6 |
| 114 | — | ISHARES TR | $534,688 | 0.1% | -94% | — |
| 115 |  $NOW | ServiceNow, Inc. | $528,500 | 0.1% | NEW | 76 |
| 116 |  $BDX | BECTON DICKINSON & CO | $526,721 | 0.1% | +19% | 50.7 |
| 117 |  $GD | GENERAL DYNAMICS CORP | $522,724 | 0.1% | +0% | 73 |
| 118 |  $MMM | 3M CO | $519,342 | 0.1% | +26% | 60.7 |
| 119 | — | ISHARES TR | $512,944 | 0.1% | +51% | — |
| 120 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $499,125 | 0.1% | +16% | 75.1 |
| 121 |  $FAST | FASTENAL CO | $493,928 | 0.1% | NEW | 73.5 |
| 122 |  $TT | Trane Technologies plc | $475,917 | 0.1% | +84% | — |
| 123 |  $BLK | BlackRock, Inc. | $475,085 | 0.1% | +39% | 70.3 |
| 124 |  $TSLA | Tesla, Inc. | $471,007 | 0.1% | NEW | 50.1 |
| 125 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $469,025 | 0.1% | +0% | 66.7 |
| 126 |  $T | AT&T INC. | $458,622 | 0.1% | NEW | 71.9 |
| 127 |  $SBUX | STARBUCKS CORP | $446,069 | 0.1% | +17% | 54.6 |
| 128 |  $ADP | AUTOMATIC DATA PROCESSING INC | $437,040 | 0.1% | +110% | 77.9 |
| 129 |  $GE | GENERAL ELECTRIC CO | $436,438 | 0.1% | +0% | 74.8 |
| 130 |  $MS | MORGAN STANLEY | $428,869 | 0.1% | +0% | — |
| 131 |  $GWW | W.W. GRAINGER, INC. | $425,416 | 0.1% | +0% | 69.5 |
| 132 | — | SELECT SECTOR SPDR TR | $417,306 | 0.1% | +29% | — |
| 133 |  $CI | Cigna Group | $410,795 | 0.1% | +0% | 66.8 |
| 134 |  $CSX | CSX CORP | $408,365 | 0.1% | +1% | 66.4 |
| 135 |  $MU | MICRON TECHNOLOGY INC | $398,651 | 0.1% | +0% | 88.4 |
| 136 |  $AZN | ASTRAZENECA PLC | $394,440 | 0.1% | -50% | — |
| 137 | — | ISHARES INC | $393,300 | 0.1% | +0% | — |
| 138 |  $BDJ | BlackRock Enhanced Equity Dividend Trust | $389,943 | 0.1% | +0% | — |
| 139 | — | VANGUARD INDEX FDS | $378,015 | 0.1% | -72% | — |
| 140 |  $INTC | INTEL CORP | $372,148 | 0.1% | +0% | 41.5 |
| 141 |  $LIN | LINDE PLC | $367,358 | 0.1% | NEW | — |
| 142 | — | ISHARES TR | $366,363 | 0.1% | -90% | — |
| 143 |  $PM | Philip Morris International Inc. | $360,937 | 0.1% | NEW | 80.5 |
| 144 |  $TGT | TARGET CORP | $343,723 | 0.1% | +1% | 53.1 |
| 145 |  $ETN | Eaton Corp plc | $341,933 | 0.1% | +0% | — |
| 146 |  $SHEL | Shell plc | $339,915 | 0.1% | +0% | — |
| 147 | — | ISHARES TR | $333,052 | 0.1% | +1% | — |
| 148 |  $KO | COCA COLA CO | $323,365 | 0.1% | NEW | 74 |
| 149 |  $BX | Blackstone Inc. | $317,027 | 0.1% | +1% | 68 |
| 150 |  $UNP | UNION PACIFIC CORP | $307,885 | 0.1% | +23% | 74 |
| 151 | — | ISHARES TR | $305,448 | 0.1% | -90% | — |
| 152 |  $J | JACOBS SOLUTIONS INC. | $304,072 | 0.1% | NEW | 47.7 |
| 153 |  $SPGI | S&P Global Inc. | $303,267 | 0.1% | NEW | 79.4 |
| 154 | $BAC | BANK OF AMERICA CORP /DE/ | $300,983 | 0.1% | +1% | 68.4 |
| 155 |  $PWR | QUANTA SERVICES, INC. | $284,392 | 0.1% | NEW | 62.6 |
| 156 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $279,102 | 0.1% | NEW | 59.5 |
| 157 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $277,846 | 0.1% | +0% | 66.5 |
| 158 | — | ISHARES TR | $276,814 | 0.1% | -92% | — |
| 159 | — | VANGUARD INDEX FDS | $276,420 | 0.1% | +0% | — |
| 160 |  $GS | GOLDMAN SACHS GROUP INC | $274,947 | 0.1% | +0% | — |
| 161 |  $PANW | Palo Alto Networks Inc | $274,468 | 0.1% | NEW | 66.5 |
| 162 |  $SNA | Snap-on Inc | $269,146 | 0.1% | NEW | 69.3 |
| 163 |  $WAT | WATERS CORP /DE/ | $263,373 | 0.1% | NEW | 69.9 |
| 164 |  $APD | Air Products & Chemicals, Inc. | $263,184 | 0.1% | +0% | 41.2 |
| 165 |  $LOW | LOWES COMPANIES INC | $262,271 | 0.1% | +0% | 63.5 |
| 166 |  $WM | WASTE MANAGEMENT INC | $256,675 | 0.1% | +0% | 70.7 |
| 167 |  $NVS | NOVARTIS AG | $248,372 | 0.1% | NEW | — |
| 168 |  $MKL | MARKEL GROUP INC. | $246,915 | 0.1% | NEW | 68.2 |
| 169 | — | ISHARES TR | $242,640 | 0.1% | +0% | — |
| 170 | — | ISHARES TR | $240,150 | 0.1% | -91% | — |
| 171 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $236,644 | 0.1% | NEW | — |
| 172 |  $BSX | BOSTON SCIENTIFIC CORP | $235,313 | 0.1% | +0% | 79.9 |
| 173 |  $COF | CAPITAL ONE FINANCIAL CORP | $232,416 | 0.1% | +0% | 71 |
| 174 | — | VANGUARD INDEX FDS | $226,688 | 0.1% | -1% | — |
| 175 | — | ISHARES TR | $226,141 | 0.1% | +0% | — |
| 176 |  $GSG | iShares S&P GSCI Commodity-Indexed Trust | $225,041 | 0.1% | NEW | — |
| 177 | — | DIMENSIONAL ETF TRUST | $224,585 | 0.1% | NEW | — |
| 178 |  $ROK | ROCKWELL AUTOMATION, INC | $217,122 | 0.1% | +1% | 68.2 |
| 179 |  $BWA | BORGWARNER INC | $217,040 | 0.1% | NEW | 57.2 |
| 180 | — | ISHARES TR | $210,634 | 0.1% | +0% | — |
| 181 | — | ISHARES TR | $207,349 | 0.1% | -97% | — |
| 182 |  $GLW | CORNING INC /NY | $203,955 | 0.1% | NEW | 72.7 |
| 183 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $203,424 | 0.1% | +1% | 72.9 |
| 184 |  $PSKY | Paramount Skydance Corp | $192,490 | 0.0% | +0% | 62.5 |
| 185 |  $NMAX | Newsmax Inc. | $72,495 | 0.0% | +0% | 33.1 |
New Positions (21)
$NOW ServiceNow, Inc.$528,500$FAST FASTENAL CO$493,928$TSLA Tesla, Inc.$471,007$T AT&T INC.$458,622$LIN LINDE PLC$367,358$PM Philip Morris International Inc.$360,937$KO COCA COLA CO$323,365$J JACOBS SOLUTIONS INC.$304,072$SPGI S&P Global Inc.$303,267$PWR QUANTA SERVICES, INC.$284,392$AIG AMERICAN INTERNATIONAL GROUP, INC.$279,102$PANW Palo Alto Networks Inc$274,468$SNA Snap-on Inc$269,146$WAT WATERS CORP /DE/$263,373$NVS NOVARTIS AG$248,372
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