Loading…
CIK 0001963736 • 7 13F filings • Apr 24, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("hidden-cove-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $281K | 0.2% | 1,343 SH | |
| ADOBE INC | COM | $375K | 0.3% | 977 SH | |
| ALLIANCE RESOURCE PARTNERS L | UT LTD PART | $1.9M | 1.5% | 70,159 SH | |
| ALPHABET INC | CAP STK CL A | $332K | 0.3% | 2,148 SH | |
| ALPHABET INC | CAP STK CL C | $251K | 0.2% | 1,606 SH | |
| AMAZON COM INC | COM | $1.7M | 1.4% | 8,974 SH | |
| AMGEN INC | COM | $346K | 0.3% | 1,110 SH | |
| APPLE INC | COM | $5.7M | 4.5% | 25,883 SH | |
| BANK AMERICA CORP | COM | $262K | 0.2% | 6,270 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $308K | 0.2% | 579 SH | |
| BROADCOM INC | COM | $555K | 0.4% | 3,313 SH | |
| CHEVRON CORP NEW | COM | $337K | 0.3% | 2,016 SH | |
| CISCO SYS INC | COM | $1.1M | 0.9% | 18,158 SH | |
| COCA COLA CO | COM | $430K | 0.3% | 5,998 SH | |
| CONOCOPHILLIPS | COM | $202K | 0.2% | 1,919 SH | |
| COSTCO WHSL CORP NEW | COM | $431K | 0.3% | 455 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $314K | 0.2% | 9,525 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $262K | 0.2% | 4,338 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $282K | 0.2% | 10,764 SH | |
| ELI LILLY & CO | COM | $285K | 0.2% | 345 SH | |
| EXXON MOBIL CORP | COM | $357K | 0.3% | 3,003 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $4.0M | 3.2% | 68,683 SH | |
| GE AEROSPACE | COM NEW | $290K | 0.2% | 1,451 SH | |
| HOME DEPOT INC | COM | $494K | 0.4% | 1,349 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $206K | 0.2% | 828 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $621K | 0.5% | 1,325 SH | |
| ISHARES TR | GLOBAL 100 ETF | $5.5M | 4.4% | 57,588 SH | |
| ISHARES TR | RUS TP200 GR ETF | $16.1M | 12.7% | 76,308 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $437K | 0.3% | 4,703 SH | |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $594K | 0.5% | 12,200 SH | |
| JANUS DETROIT STR TR | HENDERSON SECURI | $3.9M | 3.1% | 75,382 SH | |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | $16.5M | 13.0% | 334,775 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $11.4M | 9.0% | 225,117 SH | |
| JOHNSON & JOHNSON | COM | $210K | 0.2% | 1,267 SH | |
| JPMORGAN CHASE & CO. | COM | $677K | 0.5% | 2,758 SH | |
| LOWES COS INC | COM | $222K | 0.2% | 953 SH | |
| MASTERCARD INCORPORATED | CL A | $268K | 0.2% | 489 SH | |
| META PLATFORMS INC | CL A | $585K | 0.5% | 1,015 SH | |
| MICROSOFT CORP | COM | $3.0M | 2.3% | 7,880 SH | |
| NETFLIX INC | COM | $339K | 0.3% | 364 SH | |
| NVIDIA CORPORATION | COM | $2.6M | 2.0% | 23,709 SH | |
| PHILIP MORRIS INTL INC | COM | $210K | 0.2% | 1,326 SH | |
| POLARIS INC | COM | $314K | 0.2% | 7,661 SH | |
| PROCTER AND GAMBLE CO | COM | $343K | 0.3% | 2,013 SH | |
| PROGRESSIVE CORP | COM | $203K | 0.2% | 719 SH | |
| RING ENERGY INC | COM | $20K | 0.0% | 17,300 SH | |
| RTX CORPORATION | COM | $263K | 0.2% | 1,987 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $4.5M | 3.5% | 192,259 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $21.5M | 17.0% | 770,213 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $575K | 0.5% | 22,953 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $912K | 0.7% | 34,325 SH | |
| SPDR SER TR | BLOOMBERG SHT TE | $3.8M | 3.0% | 150,050 SH | |
| SPDR SER TR | PORTFOLIO S&P400 | $481K | 0.4% | 9,403 SH | |
| STARBUCKS CORP | COM | $449K | 0.4% | 4,579 SH | |
| TESLA INC | COM | $253K | 0.2% | 978 SH | |
| UNITY SOFTWARE INC | COM | $2.8M | 2.2% | 141,101 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.6M | 1.3% | 6,347 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $286K | 0.2% | 556 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.0M | 0.8% | 6,040 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $379K | 0.3% | 7,463 SH | |
| VISA INC | COM CL A | $316K | 0.3% | 903 SH | |
| VISTRA CORP | COM | $1.5M | 1.2% | 12,834 SH | |
| WELLS FARGO CO NEW | COM | $408K | 0.3% | 5,685 SH | |
| WISDOMTREE TR | ITL HDG QTLY DIV | $282K | 0.2% | 6,509 SH |
| 13F-HR |
| 0002085853-25-000157 |
| $151.4M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000798 | $181.6M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000809 | $138.0M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000452 | $155.7M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000507 | $126.5M | View |