AiSiWhale

AI & tech investing

Cove Private Wealth, LLC

CIK 2015131

13F filing for Q2 2026・No. 3,815

Holdings
US$517.73M
Quarter change
+US$77.33M
Entries
207
Net bought (estimate)
+US$22.37M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 27
  • Sold out 5
  • Cut 19
  • Added 108
  • Corporate actions 2
  • Unchanged 53

Largest holdings

207 stocks worth US$517.73M, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMAddedUS$45.03M8.70%
NVDANvidiaCOMAddedUS$38.31M7.40%
UPSUNITED PARCEL SVCS INCCL BCutUS$33.01M6.38%
MSFTMicrosoftCOMAddedUS$24.13M4.66%
GOOGALPHABET INCCAP STK CL CAddedUS$23.26M4.49%
GOOGLAlphabetCAP STK CL AAddedUS$20.93M4.04%
AMZNAmazonCOMAddedUS$20.42M3.94%
MRVLMARVELL TECHNOLOGY INCCOMCutUS$11.77M2.27%
MAMASTERCARD INCORPORATEDCL AAddedUS$10.62M2.05%
JPMJPMORGAN CHASE & COCOMAddedUS$10.51M2.03%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.