Hidden Cove Wealth Management, LLC
โขCIK: 1963736โขFiling: Q4 2025
**Hidden Cove Wealth Management, LLC** manages $155M across a diversified portfolio of 102 positions. The firm exhibits notable allocations to income and value, highlighted by significant holdings in IWY ($21.0M) and SCHD ($14.6M). Core technology and fixed-income exposure is maintained through positions in JAAA ($14.5M), VNLA ($12.5M), and AAPL ($7.2M). This structure suggests a disciplined approach balancing yield generation with exposure to established market leaders.
Total AUM
$154.5M
QoQ Performance
+2.1%
Positions
75
Top 10 Concentration
61.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IWY
SCHD
JAAA
VNLA
IWY13.6%
SCHD9.4%
JAAA9.4%
VNLA8.1%
AAPL4.7%
U3.8%
JSI3.7%
NVDA3.1%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other76.8%
Technology14.8%
Consumer2.8%
Financial2.2%
Healthcare1.5%
Industrial0.8%
ETF0.4%
Consumer Staples0.3%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW17 new positions
โ41 increased
โ32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024