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Ashley Goggins

Hidden Cove Wealth Management, Llc

Assets Managed
$181.573M
Holdings
133
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
16.66%(2Q avg: 8.7%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Hidden Cove Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 133 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 181.573M in assets, with a quarterly growth rate of 16.66% and a 2-quarter average growth rate of 8.7%. The portfolio is managed by Ashley Goggins, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 4.36%
11.11%
$20.166M
69,390 shares@ $290.63 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -2.08%
6.91%
$12.538M
248,318 shares@ $50.49 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Decreased -0.07%
5.17%
$9.379M
380,346 shares@ $24.66 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 19.87%
4.94%
$8.964M
148,674 shares@ $60.29 avg price
AAPL
Apple Inc
Recent Activity
Increased 7.53%
4.51%
$8.183M
28,281 shares@ $289.37 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 308.47%
4.06%
$7.371M
91,483 shares@ $80.57 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 40.28%
3.59%
$6.505M
39,799 shares@ $163.46 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 12.14%
3.27%
$5.92M
29,584 shares@ $200.1 avg price
FDL
First Trust Morn Dvd Lead In
Recent Activity
Decreased -10.14%
3.1%
$5.617M
115,430 shares@ $48.67 avg price
VNLA
Janus Henderson Short Durati
Recent Activity
Decreased -8.74%
2.29%
$4.143M
84,790 shares@ $48.87 avg price

1-10 of 133