HC

Hidden Cove Wealth Management, LLC

13F
Hidden Cove Wealth Management, LLC
Last update 2025-07-15 73 Stocks (17 new)
Value $138.00 Mil Turnover 14 %
Countries:
Top Holdings: IWY(13.60%)SCHD(12.06%)JAAA(10.27%)VNLA(10.19%)JSI(4.28%)
Summary Stock Picks Current Portfolio
Hidden Cove Wealth Management,... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWY
iShares Russell Top 200 Growth ETF
76,178
18,778.6
-0.17%
13.600
-0.02%
0.130
+26.21%
+7.33%
14,299.1
 
SCHD
Schwab US Dividend Equity ETF
628,213
16,647.7
-18.44%
12.060
-3.14%
0.020
+7.34%
+0.77%
70,469.5
 
JAAA
Janus Henderson AAA CLO ETF
279,256
14,172.2
+24.05%
10.270
+1.99%
0.060
+2.08%
+2.58%
22,301.2
 
VNLA
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
285,803
14,061.5
-14.63%
10.190
-1.90%
0.530
+1.71%
+2.92%
2,630.9
 
JSI
Janus Henderson Securitized Income ETF
Janus Henderson Securitized Income ETF
112,195
5,903.7
+48.84%
4.280
+1.40%
0.650
+2.86%
+3.94%
897.6
 
AAPL
Apple Inc
24,925
5,113.9
-3.70%
3.700
-0.17%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
177,931
4,533.7
+18.58%
3.280
+0.51%
0.100
+4.52%
+4.25%
4,723.2
 
MSFT
Microsoft Corp
8,202
4,079.7
+4.09%
2.960
+0.12%
0.000
+38.94%
+21.47%
3,790,969.0
Software
NVDA
NVIDIA Corp
23,778
3,756.7
+0.29%
2.720
+0.01%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
U
Unity Software Inc
141,101
3,414.6
0%
2.470
0%
0.030
+91.11%
+63.55%
15,276.8
Software

Hidden Cove Wealth Management, LLC's Historical Top Holdings Breakdowns

Hidden Cove Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD
Schwab US Dividend Equity ETF
2025-06-30
Reduce
Reduce
-3.14%
●
24.32 ($26.14) 27.96
$27.02
3.37%
Reduce -18.44%
628,213
-142,000
IOO
iShares Global 100 ETF
2025-06-30
Reduce
Reduce
-2.26%
●
84.95 ($99.22) 107.81
$110.38
11.25%
Reduce -51.54%
27,906
-29,682
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
2025-06-30
Reduce
Reduce
-2.16%
●
51.6 ($58.81) 62.74
$63.07
7.24%
Reduce -67.98%
21,990
-46,693
JBBB
Janus Henderson B-BBB CLO ETF
2025-06-30
Add
Add
+2.03%
●
46.79 ($48.02) 48.67
$48.07
0.10%
Add 477.52%
70,457
58,257
JAAA
Janus Henderson AAA CLO ETF
2025-06-30
Add
Add
+1.99%
●
49.79 ($50.49) 50.75
$50.65
0.32%
Add 24.05%
279,256
54,139
VNLA
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
2025-06-30
Reduce
Reduce
-1.90%
●
48.74 ($48.98) 49.2
$49.13
0.31%
Reduce -14.63%
285,803
-48,972
JSI
Janus Henderson Securitized Income ETF
Janus Henderson Securitized Income ETF
2025-06-30
Add
Add
+1.40%
●
51.1 ($51.99) 52.62
$52.34
0.67%
Add 48.84%
112,195
36,813
FDL
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
2025-06-30
New Buy
New Buy
+1.36%
●
38.19 ($41.33) 43.44
$42.42
2.64%
New holding
44,955
44,955
VO
Vanguard Mid-Cap ETF
2025-06-30
Add
Add
+0.91%
●
228.54 ($262.5) 279.83
$284.74
8.47%
Add 71.2%
10,866
4,519
BND
Vanguard Total Bond Market ETF
2025-06-30
New Buy
New Buy
+0.89%
●
71.88 ($72.74) 73.82
$72.85
0.15%
New holding
16,746
16,746

Hidden Cove Wealth Management, LLC Total Holding History ($B)

To

Hidden Cove Wealth Management, LLC's Asset Allocation

To

Hidden Cove Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Hidden Cove Wealth Management, LLC's Hypothetical Growth since 2025-06-30

Hidden Cove Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Hidden Cove Wealth Management, LLC's Holdings Heat Map

Size field:

Hidden Cove Wealth Management, LLC's Holdings Bubble Chart

Hidden Cove Wealth Management, LLC News

  • 1

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