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Katherine Saltonstall

Sandy Cove Advisors, Llc

Assets Managed
$399.771M
Holdings
162
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
19.67%(2Q avg: 9.31%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sandy Cove Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 162 positions.

Assets under management

The assets under management (AUM) of Sandy Cove Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 399.771M in assets, with a quarterly growth rate of 19.67% and a 2-quarter average growth rate of 9.31%. The portfolio is managed by Katherine Saltonstall, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.45%
8.43%
$33.666M
44,954 shares@ $748.9 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.01%
8.15%
$32.573M
47,427 shares@ $686.81 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 4.44%
5.88%
$23.468M
280,218 shares@ $83.76 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 136.37%
5.49%
$21.923M
284,311 shares@ $77.11 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 342.71%
5.49%
$21.922M
272,085 shares@ $80.57 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -15.14%
4.51%
$18.015M
36,002 shares@ $500.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.43%
4.5%
$17.97M
62,103 shares@ $289.37 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.95%
4.11%
$16.401M
44,321 shares@ $370.05 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -9.7%
3.02%
$12.058M
121,827 shares@ $98.98 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -0.84%
2.51%
$10.022M
33,062 shares@ $303.13 avg price

1-10 of 162