Cove Private Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Managing Member Joseph C. Capezza, Jr., lists a portfolio of 412 individual securities.
The largest position in the portfolio is NVIDIA Corporation, which holds 19,276,314 shares. Microsoft Corporation is the second-largest holding with 33,955,519 shares. Other major holdings include Apple Inc. with 158,713 shares, Amazon.com Inc. with 88,101 shares, and Alphabet Inc. Class A with 60,254 shares.
The filing also lists significant positions in United Parcel Service Inc. Class B with 429,970 shares and United Parcel Service Inc. Class A with 42,997 shares. Additionally, the portfolio includes substantial holdings in Visa Inc. Class A (15,729 shares), Walmart Inc. (30,908 shares), and Johnson & Johnson (17,830 shares).
The portfolio is diversified across various sectors, including technology, healthcare, finance, and consumer goods. It includes a mix of individual stocks and exchange-traded funds (ETFs), with notable ETF holdings including the iShares Core S&P 500 ETF and the Vanguard S&P 500 ETF.
