Hidden Cove Wealth Management, LLC Portfolio Holdings

Hidden Cove Wealth Management, LLC

  • $138 Billion
  • Q2 2025

Hidden Cove Wealth Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $18.8B, Schwab Strategic Tr Us Dividen with a value of $16.6B, Janus Detroit Str Tr Janus Hen with a value of $14.2B, Janus Henderson Short Duration with a value of $14.1B, and Janus Detroit Str Tr with a value of $5.9B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $126B to 138B.

Hidden Cove Wealth Management, LLC is based out at Bainbridge Island, WA

Below you can find more details about Hidden Cove Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $138 Billion
ETFs: $94 Billion
Technology: $20.2 Billion
Consumer Cyclical: $3.64 Billion
Utilities: $2.49 Billion
Energy: $2.43 Billion
Financial Services: $2.3 Billion
Communication Services: $2.08 Billion
Consumer Defensive: $1.73 Billion
Other: $1.73 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.02B
$316 Million 0.23% of portfolio
7,776
Q2 2025 Added 1.5%
$219B
$317 Million 0.23% of portfolio
2,171
Q2 2025 Added 9.26%
$642B
$319 Million 0.23% of portfolio
1,459
Q2 2025 New
$0
$316 Million 0.23% of portfolio
556
Q1 2025 Added 0.91%
$452B
$314 Million 0.23% of portfolio
2,917
Q2 2025 Reduced 2.86%
$375B
$309 Million 0.22% of portfolio
1,941
Q2 2025 Reduced 3.58%
$164B
$308 Million 0.22% of portfolio
1,103
Q2 2025 Reduced 0.63%
$533B
$291 Million 0.21% of portfolio
518
Q2 2025 Added 5.93%
$294B
$269 Million 0.2% of portfolio
1,882
Q2 2025 Reduced 6.65%
$738B
$260 Million 0.19% of portfolio
334
Q2 2025 Reduced 3.19%
$253B
$268 Million 0.19% of portfolio
910
Q2 2025 Added 9.9%
$256B
$257 Million 0.19% of portfolio
1,410
Q2 2025 Added 6.33%
$331B
$256 Million 0.19% of portfolio
1,378
Q2 2025 Added 2.61%
$260B
$216 Million 0.16% of portfolio
2,211
Q2 2025 New
$0
$216 Million 0.16% of portfolio
3,395
Q2 2025 New
$182B
$216 Million 0.16% of portfolio
2,312
Q2 2025 New
$0
$204 Million 0.15% of portfolio
2,240
Q2 2025 New
$181B
$205 Million 0.15% of portfolio
378
Q2 2025 New
Blackrock Inc
-
$203 Million 0.15% of portfolio
-
Q2 2025 New
$1.22T
$203 Million 0.15% of portfolio
898
Q2 2025 New
$0
$204 Million 0.15% of portfolio
995
Q2 2025 New
$104M
$13.7 Million 0.01% of portfolio
17,300
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $138 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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