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Ashley Goggins

Hidden Cove Wealth Management, Llc

Assets Managed
$155.656M
Holdings
109
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
0.75%(2Q avg: 1.41%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Hidden Cove Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Hidden Cove Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 155.656M in assets, with a quarterly growth rate of 0.75% and a 2-quarter average growth rate of 1.41%. The portfolio is managed by Ashley Goggins, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -12.43%
10.64%
$16.547M
66,496 shares@ $248.85 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -11.83%
8.21%
$12.774M
253,599 shares@ $50.37 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 669.55%
6.1%
$9.482M
380,634 shares@ $24.92 avg price
IDMO
Invesco S&p International De
Recent Activity
New Position
4.38%
$6.802M
124,038 shares@ $54.85 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.52%
4.29%
$6.675M
26,301 shares@ $253.8 avg price
FDL
First Trust Morn Dvd Lead In
Recent Activity
Increased 89.22%
4.2%
$6.526M
128,463 shares@ $50.8 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 106.41%
4.14%
$6.432M
22,397 shares@ $287.18 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.98%
2.96%
$4.601M
26,383 shares@ $174.41 avg price
VNLA
Janus Henderson Short Durati
Recent Activity
Decreased -63.42%
2.92%
$4.54M
92,914 shares@ $48.86 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -72.34%
2.9%
$4.502M
146,728 shares@ $30.69 avg price

1-10 of 109