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

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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