MondegarAI
Cove Private Wealth, LLC

Q1 2026 · 13F-HR

Cove Private Wealth, LLCholdings as filed

Filed 2026-05-14 · accession 0001172661-26-001836

$440.4M
Reported value
185
Positions
2026-03-31
Period end
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The Brief · Cove Private Wealth, LLC · Q1 2026

AI · grounded in 13F

Cove Private Wealth, LLC increased its position in UPS by 887.51%. The fund also accumulated shares in IWF by 82.65% and VOO by 62.80%. On the sell side, the fund trimmed its holdings in VBR by 71.78% and NXPI by 45.48%. Total assets under management stood at $440,404,960 with 185 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
911312106UPSUNITED PARCEL SVCS INC$66.0M15.0%671,340CommonSOLE
037833100AAPLAPPLE INC$34.2M7.76%134,709CommonSOLE
67066G104NVDANVIDIA CORPORATION$31.2M7.09%179,075CommonSOLE
594918104MSFTMICROSOFT CORP$21.3M4.83%57,445CommonSOLE
023135106AMZNAMAZON COM INC$16.9M3.84%81,213CommonSOLE
02079K305GOOGLALPHABET INC$14.8M3.36%51,469CommonSOLE
02079K107GOOGALPHABET INC$14.8M3.35%51,494CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$9.2M2.09%31,253CommonSOLE
11135F101AVGOBROADCOM INC$8.6M1.96%27,845CommonSOLE
922908363VOOVANGUARD INDEX FDS$7.6M1.72%12,703CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$6.8M1.55%10,503CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$6.1M1.37%12,117CommonSOLE
464287614IWFISHARES TR$5.8M1.32%13,589CommonSOLE
46436E718SGOVISHARES TR$4.7M1.07%46,600CommonSOLE
437076102HDHOME DEPOT INC$4.6M1.05%14,073CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$4.6M1.03%4,569CommonSOLE
58155Q103MCKMCKESSON CORP$4.5M1.01%5,148CommonSOLE
922908751VBVANGUARD INDEX FDS$4.2M0.95%15,980CommonSOLE
92826C839VVISA INC$4.2M0.95%13,837CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$4.2M0.95%42,071CommonSOLE
30303M102METAMETA PLATFORMS INC$4.1M0.94%7,211CommonSOLE
30231G102XOMEXXON MOBIL CORP$4.1M0.93%24,158CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.9M0.88%15,788CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$3.6M0.83%56,795CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.6M0.81%7,454CommonSOLE
149123101CATCATERPILLAR INC$3.3M0.75%4,638CommonSOLE
931142103WMTWALMART INC$3.1M0.71%25,255CommonSOLE
464287200IVVISHARES TR$3.0M0.67%4,535CommonSOLE
78463V107GLDSPDR GOLD TR$2.9M0.67%6,825CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.9M0.66%3,268CommonSOLE
00287Y109ABBVABBVIE INC$2.7M0.60%12,195CommonSOLE
031100100AMEAMETEK INC$2.6M0.60%12,250CommonSOLE
166764100CVXCHEVRON CORPORATION$2.6M0.58%12,372CommonSOLE
038222105AMATAPPLIED MATLS INC$2.5M0.58%7,426CommonSOLE
032095101APHAMPHENOL CORP$2.5M0.56%19,395CommonSOLE
012653101ALBALBEMARLE CORP$2.4M0.55%13,400CommonSOLE
79466L302CRMSALESFORCE INC$2.4M0.54%12,647CommonSOLE
717081103PFEPFIZER INC$2.4M0.54%83,977CommonSOLE
17275R102CSCOCISCO SYS INC$2.3M0.53%29,803CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2.2M0.50%4,955CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$2.1M0.47%5,075CommonSOLE
235851102DHRDANAHER CORP DEL$2.0M0.45%10,428CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.0M0.45%14,140CommonSOLE
78464A763SDYSPDR SERIES TRUST$2.0M0.44%13,415CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.0M0.44%3,975CommonSOLE
244199105DEDEERE & CO$1.9M0.44%3,423CommonSOLE
713448108PEPPEPSICO INC$1.8M0.40%11,336CommonSOLE
46434G103IEMGISHARES INC$1.7M0.40%25,043CommonSOLE
254687106DISDISNEY WALT CO$1.7M0.39%17,917CommonSOLE
742718109PGPROCTER & GAMBLE CO$1.7M0.38%11,556CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.7M0.38%10,583CommonSOLE
464287168DVYISHARES TR$1.6M0.36%10,520CommonSOLE
68389X105ORCLORACLE CORP$1.6M0.36%10,750CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.6M0.36%5,500CommonSOLE
00724F101ADBEADOBE INC$1.6M0.36%6,480CommonSOLE
580135101MCDMCDONALDS CORP$1.5M0.34%4,878CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.5M0.33%20,220CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M0.33%2CommonSOLE
872540109TJXTJX COS INC NEW$1.4M0.32%8,893CommonSOLE
747525103QCOMQUALCOMM INC$1.4M0.32%11,010CommonSOLE
002824100ABTABBOTT LABORATORIES$1.4M0.31%13,410CommonSOLE
36828A101GEVGE VERNOVA INC$1.4M0.31%1,567CommonSOLE
46435GAA0IBDRISHARES TR$1.4M0.31%55,807CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$1.3M0.30%1,115CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.3M0.29%13,903CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.3M0.29%14,872CommonSOLE
92204A306VDEVANGUARD WORLD FD$1.3M0.29%7,375CommonSOLE
46429B663HDVISHARES TR$1.3M0.28%9,219CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.2M0.28%5,760CommonSOLE
26875P101EOGEOG RES INC$1.2M0.28%8,510CommonSOLE
72200W106PMLPIMCO MUN INCOME FD II$1.1M0.26%148,388CommonSOLE
48251W104KKRKKR & CO INC$1.1M0.25%12,015CommonSOLE
438516106HONHONEYWELL INTL INC$1.1M0.25%4,886CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.1M0.25%13,702CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.1M0.25%6,450CommonSOLE
464287507IJHISHARES TR$1.0M0.24%15,480CommonSOLE
98978V103ZTSZOETIS INC$1.0M0.24%8,833CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.0M0.23%2,900CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.0M0.23%5,200CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO & CO$1.0M0.23%884CommonSOLE
278865100ECLECOLAB INC$982,1460.22%3,692CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$969,4080.22%10,388CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$960,8820.22%6,554CommonSOLE
H1467J104CBCHUBB LTD SWITZ$956,9300.22%2,936CommonSOLE
03027X100AMTAMERICAN TOWER CORP$941,9420.21%5,458CommonSOLE
46435U515IBDTISHARES TR$937,2100.21%37,000CommonSOLE
654106103NKENIKE INC$892,2880.20%16,893CommonSOLE
285512109EAELECTRONIC ARTS INC$874,6020.20%4,290CommonSOLE
253868103DLRDIGITAL RLTY TR INC$874,0190.20%4,850CommonSOLE
75513E101RTXRTX CORPORATION$842,7800.19%4,369CommonSOLE
58933Y105MRKMERCK & CO INC$837,8200.19%6,965CommonSOLE
806857108SLBSLB LIMITED$831,4900.19%16,180CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$820,0400.19%12,616CommonSOLE
670346105NUENUCOR CORP$814,2170.18%4,815CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$813,1380.18%5,975CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$787,2870.18%15,683CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$785,0930.18%6,618CommonSOLE
46435UAA9IBDSISHARES TR$775,6800.18%32,000CommonSOLE
461202103INTUINTUIT$752,3410.17%1,740CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$738,0450.17%1,601CommonSOLE
74340W103PLDPROLOGIS INC.$730,9550.17%5,530CommonSOLE
231021106CMICUMMINS INC$729,0170.17%1,355CommonSOLE
532457108LLYELI LILLY & CO$709,1430.16%771CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$702,0240.16%11,575CommonSOLE
126650100CVSCVS HEALTH CORP$667,9260.15%9,300CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$663,2180.15%2,069CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$610,7330.14%3,080CommonSOLE
49177J102KVUEKENVUE INC$575,6110.13%33,388CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$569,2340.13%6,315CommonSOLE
464287804IJRISHARES TR$560,2650.13%4,507CommonSOLE
922908629VOVANGUARD INDEX FDS$552,8220.13%1,925CommonSOLE
427866108HSYHERSHEY CO$549,8690.12%2,645CommonSOLE
833445109SNOWSNOWFLAKE INC$546,1190.12%3,621CommonSOLE
464287655IWMISHARES TR$534,6880.12%2,156CommonSOLE
81762P102NOWSERVICENOW INC$528,5000.12%5,055CommonSOLE
075887109BDXBECTON DICKINSON & CO$526,7210.12%3,350CommonSOLE
369550108GDGENERAL DYNAMICS CORP$522,7240.12%1,523CommonSOLE
88579Y101MMM3M CO$519,3420.12%3,576CommonSOLE
464287465EFAISHARES TR$512,9440.12%5,281CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$499,1250.11%646CommonSOLE
311900104FASTFASTENAL CO$493,9280.11%10,645CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$475,9170.11%1,142CommonSOLE
09290D101BLKBLACKROCK INC$475,0850.11%494CommonSOLE
88160R101TSLATESLA INC$471,0070.11%1,267CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$469,0250.11%1,935CommonSOLE
00206R102TAT&T INC$458,6220.10%15,820CommonSOLE
855244109SBUXSTARBUCKS CORP$446,0690.10%4,979CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$437,0400.10%2,151CommonSOLE
369604301GEGE AEROSPACE$436,4380.10%1,538CommonSOLE
617446448MSMORGAN STANLEY$428,8690.10%2,606CommonSOLE
384802104GWWWW GRAINGER INC$425,4160.10%390CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$417,3060.09%3,140CommonSOLE
125523100CITHE CIGNA GROUP$410,7950.09%1,540CommonSOLE
126408103CSXCSX CORP$408,3650.09%9,948CommonSOLE
595112103MUMICRON TECHNOLOGY INC$398,6510.09%1,180CommonSOLE
G0593M107AZNASTRAZENECA PLC$394,4400.09%2,000CommonSOLE
46434G764EMXCISHARES INC$393,3000.09%5,000CommonSOLE
09251A104BDJBLACKROCK ENHANCED EQUITY DI$389,9430.09%45,237CommonSOLE
922908611VBRVANGUARD INDEX FDS$378,0150.09%1,740CommonSOLE
458140100INTCINTEL CORP$372,1480.08%8,433CommonSOLE
G54950103LINLINDE PLC$367,3580.08%741CommonSOLE
464287309IVWISHARES TR$366,3630.08%3,239CommonSOLE
718172109PMPHILIP MORRIS INTL INC$360,9370.08%2,183CommonSOLE
87612E106TGTTARGET CORP$343,7230.08%2,836CommonSOLE
G29183103ETNEATON CORP PLC$341,9330.08%956CommonSOLE
780259305SHELSHELL PLC$339,9150.08%3,655CommonSOLE
464287606IJKISHARES TR$333,0520.08%3,310CommonSOLE
191216100KOCOCA COLA CO$323,3650.07%4,252CommonSOLE
09260D107BXBLACKSTONE INC$317,0270.07%2,757CommonSOLE
907818108UNPUNION PAC CORP$307,8850.07%1,269CommonSOLE
46432F842IEFAISHARES TR$305,4480.07%3,374CommonSOLE
46982L108JJACOBS SOLUTIONS INC$304,0720.07%2,389CommonSOLE
78409V104SPGIS&P GLOBAL INC$303,2670.07%713CommonSOLE
060505104BACBANK AMERICA CORP$300,9830.07%6,174CommonSOLE
74762E102QUREQUANTA SVCS INC$284,3920.06%518CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$279,1020.06%3,709CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$277,8460.06%805CommonSOLE
464287499IWRISHARES TR$276,8140.06%2,847CommonSOLE
922908512VOEVANGUARD INDEX FDS$276,4200.06%1,500CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$274,9470.06%325CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$274,4680.06%1,712CommonSOLE
833034101SNASNAP ON INC$269,1460.06%741CommonSOLE
941848103WATWATERS CORP$263,3730.06%884CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$263,1840.06%906CommonSOLE
548661107LOWLOWES COS INC$262,2710.06%1,110CommonSOLE
94106L109WMWASTE MGMT INC DEL$256,6750.06%1,117CommonSOLE
66987V109NVSNOVARTIS AG$248,3720.06%1,626CommonSOLE
570535104MKLMARKEL GROUP INC$246,9150.06%129CommonSOLE
46432F339QUALISHARES TR$242,6400.06%1,265CommonSOLE
464287515IGVISHARES TR$240,1500.05%3,000CommonSOLE
46090E103QQQINVESCO QQQ TR$236,6440.05%410CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$235,3130.05%3,750CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$232,4160.05%1,274CommonSOLE
922908595VBKVANGUARD INDEX FDS$226,6880.05%750CommonSOLE
464288570DSIISHARES TR$226,1410.05%1,866CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY-$225,0410.05%6,978CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$224,5850.05%6,321CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$217,1220.05%605CommonSOLE
099724106BWABORGWARNER INC$217,0400.05%4,000CommonSOLE
464287630IWNISHARES TR$210,6340.05%1,111CommonSOLE
464287408IVEISHARES TR$207,3490.05%982CommonSOLE
219350105GLWCORNING INC$203,9550.05%1,500CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$203,4240.05%6,355CommonSOLE
69932A204PSKYPARAMOUNT SKYDANCE CORP$192,4900.04%21,340CommonSOLE
65250K105NMAXNEWSMAX INC$72,4950.02%13,888CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.