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Hidden Cove Wealth Management - Q1 2026 13F Filings

HI

Hidden Cove Wealth Management, LLC

CIK: 0001963736
Address: Washington Bainbridge Island 249 Winslow Way E, Suite 100
$155.66 M
Portfolio Value
109
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/19/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SCHR Schwab Intermediate-Term Us Treasury Etf
+$8.25 M
2. IDMO Invesco S&P International Developed Momentum Etf
+$6.8 M
3. BNDX Vanguard Total International Bond Etf
+$4.12 M
4. MGV Vanguard Mega Cap Value Etf
+$4.11 M
5. VO Vanguard Mid-Cap Etf
+$3.32 M

Top Sells

Q1 2026
1. SCHD Schwab Us Dividend Equity Etf
−$11.78 M
2. VNLA Janus Henderson Short Duration Income Etf
−$7.87 M
3. JSI Janus Henderson Securitized Income Etf
−$4.02 M
4. SCHZ Schwab Us Aggregate Bond Etf
−$3.22 M
5. IWY Ishares Russell Top 200 Growth Etf
−$2.35 M

Asset Allocation

Stocks/ETFs
+0.75%
$155.66 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Hidden Cove Wealth Management Q1 2026 Filing Summary

Hidden Cove Wealth Management, LLC filed its 13F report for Q1 2026 on April 21, 2026. The portfolio totaled 155.66 M reflecting a +0.75% change from the prior quarter, spanning 109 assets. The top 10 holdings comprised 50.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 25 new positions and 18 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Hidden Cove Wealth Management’s Q1 2026 Filing

Hidden Cove Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/21/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Hidden Cove Wealth Management reported a managed portfolio value of 155.66 M, consisting of 109 individual positions.

This page displays the raw filing documents. To see which stocks Hidden Cove Wealth Management bought or sold during Q1 2026, please visit Hidden Cove Wealth Management's Portfolio Analysis page.