Cove Private Wealth, LLC Portfolio Holdings

Cove Private Wealth, LLC

  • $336 Billion
  • Q4 2025

Cove Private Wealth, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $336 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $32.2B, Nvidia Corp with a value of $27.8B, Microsoft Corp with a value of $23.8B, Amazon Com Inc with a value of $15.6B, and Alphabet Inc. with a value of $14.9B.

Examining the 13F form we can see an increase of $20.2B in the current position value, from $316B to 336B.

Cove Private Wealth, LLC is based out at Oyster Bay Cove, NY

Below you can find more details about Cove Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $336 Billion
Technology: $119 Billion
ETFs: $41.5 Billion
Financial Services: $34.3 Billion
Communication Services: $33.9 Billion
Healthcare: $27.1 Billion
Consumer Cyclical: $25.1 Billion
Industrials: $24.2 Billion
Consumer Defensive: $10.2 Billion
Other: $14.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$32.2 Billion 9.6% of portfolio
118,587
Q4 2025 Added 5.88%
$465B
$27.8 Billion 8.28% of portfolio
149,020
Q4 2025 Reduced 6.19%
$3.78T
$23.8 Billion 7.08% of portfolio
49,133
Q4 2025 Added 5.57%
$2.39T
$15.6 Billion 4.65% of portfolio
67,598
Q4 2025 Added 5.78%
$1.65T
$14.9 Billion 4.44% of portfolio
47,610
Q4 2025 Added 6.69%
$1.74T
$12.2 Billion 3.63% of portfolio
38,846
Q4 2025 Added 5.53%
$881B
$9.69 Billion 2.89% of portfolio
30,081
Q4 2025 Added 5.9%
$139B
$9.25 Billion 2.75% of portfolio
26,728
Q4 2025 Reduced 0.16%
$68.7B
$6.74 Billion 2.01% of portfolio
67,983
Q4 2025 Added 18.63%
$0
$4.89 Billion 1.46% of portfolio
7,803
Q4 2025 Added 2.9%
$0
$4.59 Billion 1.37% of portfolio
6,732
Q4 2025 Added 10.85%
$512B
$4.53 Billion 1.35% of portfolio
7,928
Q4 2025 Added 0.69%
$0
$4.48 Billion 1.33% of portfolio
44,600
Q4 2025 Reduced 15.37%
$367B
$4.33 Billion 1.29% of portfolio
12,592
Q4 2025 Added 23.1%
$121B
$4.13 Billion 1.23% of portfolio
5,040
Q3 2025 Reduced 2.89%
$533B
$4.04 Billion 1.2% of portfolio
11,527
Q4 2025 Added 0.83%
$0
$3.52 Billion 1.05% of portfolio
7,440
Q4 2025 Added 2.76%
$0
$3.53 Billion 1.05% of portfolio
56,475
Q2 2025 Added 84.11%
$1.37T
$3.37 Billion 1.0% of portfolio
5,098
Q4 2025 Added 5.46%
$0
$3.23 Billion 0.96% of portfolio
12,517
Q4 2025 Added 2.08%
$522B
$3.01 Billion 0.9% of portfolio
14,566
Q4 2025 Reduced 1.02%
$404B
$2.97 Billion 0.88% of portfolio
3,439
Q4 2025 Added 9.45%
$107B
$2.87 Billion 0.86% of portfolio
3,268
Q2 2025 Added 3.16%
$279B
$2.81 Billion 0.84% of portfolio
25,255
Q4 2025 Added 13.56%
$130B
$2.73 Billion 0.81% of portfolio
6,885
Q3 2025 Reduced 8.02%
$662B
$2.65 Billion 0.79% of portfolio
5,277
Q4 2025 Added 9.44%
$151B
$2.64 Billion 0.79% of portfolio
7,557
Q4 2025 Added 70.43%
$490B
$2.63 Billion 0.78% of portfolio
21,820
Q4 2025 Added 9.65%
$414B
$2.54 Billion 0.76% of portfolio
11,131
Q4 2025 Added 12.31%
$103B
$2.57 Billion 0.76% of portfolio
20,127
Q4 2025 Reduced 6.94%
$44.4B
$2.52 Billion 0.75% of portfolio
12,250
Q4 2025 Added 11.36%
$237B
$2.46 Billion 0.73% of portfolio
9,300
Q4 2025 Added 10.5%
$47B
$2.43 Billion 0.72% of portfolio
4,955
Q2 2025 Added 1.12%
$0
$2.25 Billion 0.67% of portfolio
5,070
Q4 2025 Added 4.75%
$222B
$2.25 Billion 0.67% of portfolio
3,875
Q3 2025 Reduced 0.28%
$319B
$2.22 Billion 0.66% of portfolio
28,820
Q4 2025 Added 5.94%
$593B
$2.11 Billion 0.63% of portfolio
10,850
Q4 2025 Reduced 18.11%
$51.8B
$2.07 Billion 0.62% of portfolio
9,538
Q2 2025 Added 93.94%
$193B
$2.04 Billion 0.61% of portfolio
17,917
Q4 2025 Reduced 0.29%
$141B
$2.06 Billion 0.61% of portfolio
82,782
Q4 2025 Reduced 9.21%
$79.6B
$1.9 Billion 0.57% of portfolio
14,069
Q4 2025 Added 7.2%
$197B
$1.9 Billion 0.57% of portfolio
7,404
Q4 2025 Reduced 1.28%
$13.5B
$1.9 Billion 0.56% of portfolio
13,400
Q4 2025 Added 0.37%
$187B
$1.87 Billion 0.56% of portfolio
10,905
Q3 2025 Reduced 0.51%
$156B
$1.74 Billion 0.52% of portfolio
14,140
Q2 2025 Added 2.09%
$65.7B
$1.59 Billion 0.47% of portfolio
5,500
Q4 2023 New
$144B
$1.58 Billion 0.47% of portfolio
3,387
Q4 2025 Added 7.29%
$204B
$1.57 Billion 0.47% of portfolio
10,953
Q4 2025 Added 9.32%
$0
$1.54 Billion 0.46% of portfolio
22,888
Q3 2025 Reduced 0.65%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $336 Billion
  • Prior Value $316 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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