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Katherine Saltonstall

Sandy Cove Advisors, Llc

Assets Managed
$334.069M
Holdings
144
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-1.04%(2Q avg: 3.44%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sandy Cove Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 144 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 334.069M in assets, with a quarterly growth rate of -1.04% and a 2-quarter average growth rate of 3.44%. The portfolio is managed by Katherine Saltonstall, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.65%
9.02%
$30.103M
46,084 shares@ $653.22 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.74%
8.49%
$28.339M
47,425 shares@ $597.55 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 4.82%
6.09%
$20.332M
42,428 shares@ $479.21 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 11.28%
6.04%
$20.15M
268,309 shares@ $75.11 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -0.01%
5.29%
$17.65M
61,459 shares@ $287.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.26%
4.52%
$15.093M
59,469 shares@ $253.79 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.66%
4.18%
$13.947M
43,475 shares@ $320.81 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 1.02%
4.01%
$13.394M
134,923 shares@ $99.28 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 3.12%
3.39%
$11.323M
215,431 shares@ $52.57 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 0.51%
2.62%
$8.734M
33,345 shares@ $261.92 avg price

1-10 of 144