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Hidden Cove Wealth Management, LLC 13F Filings, Portfolio & Analysis

CIK: 0001963736
Bainbridge Island 249 Winslow Way E, Suite 100
Zip Code: 98110
Latest Portfolio Value
$186.78 M
+2.87%
Total Holdings
149
16
Latest Report Date
Q3 2026
Top 10 Concentration
47.20%

Hidden Cove Wealth Management, LLC — Portfolio Overview & Company Profile

Hidden Cove Wealth Management, LLC (CIK: 0001963736) is a financial institution headquartered at 249 Winslow Way E, Suite 100, , Bainbridge Island, Washington 98110. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $186.78 M, comprising 149 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 47.2%. Quarterly turnover: 29.8%. ▲ 31 new, +58 added, −53 reduced, ×15 exited.

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
248,317 $12.46 M 6.67% ▲ 248,317 New Buy
71,558 $11.53 M 6.17% ▲ 31,759 Add 79.8%
227,828 $11.5 M 6.16% ▼ 20,490 Reduce -8.3%
37,313 $11 M 5.89% ▼ 32,077 Reduce -46.2%
47,749 $9.93 M 5.32% ▲ 47,749 New Buy
28,712 $9.56 M 5.12% ▲ 431 Add 1.5%
29,626 $6.77 M 3.62% ▲ 42 Add 0.1%
127,271 $5.21 M 2.79% ▼ 5,030 Reduce -3.8%
10,058 $5.16 M 2.76% ▲ 110 Add 1.1%
199,556 $5.04 M 2.70% ▲ 163,227 Add 449.3%

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