Cove Private Wealth, LLC has disclosed its latest holdings in a recent filing, reporting a total of $570 million in assets under management as of September 30, 2026. This update is significant as it provides insights into the firm’s investment strategies and portfolio allocations, which could influence trends in the wealth management industry.

The firm’s filing highlights its positions in various sectors, indicating a diversified approach to asset management. With a total of 212 entries in its holdings report, Cove Private Wealth shows a broad investment strategy that may attract attention from both clients and competitors.

Background

Cove Private Wealth, LLC, based in Oyster Bay Cove, New York, operates in the wealth management sector. The firm is classified under the SEC filing category as an investment adviser, with a focus on managing assets for high-net-worth individuals and families. The firm’s recent filings include multiple 13F-HR reports, with the latest dated October 28, 2026, and previous filings dating back to earlier in 2026.

What the Filing Says

The filing, identified by accession number 0001172661-26-004730, indicates that as of the reporting date, Cove Private Wealth held a total of $570,007,734 in assets. The report includes a comprehensive list of the firm’s holdings, showcasing its investment discretion and voting authority across various companies.

Impact

This update may affect various stakeholders, including clients of Cove Private Wealth who rely on the firm’s expertise in asset management. Furthermore, competitors in the wealth management space may analyze Cove’s investment choices to refine their own strategies in response to market trends.

What's Next

The filing does not specify what happens next for Cove Private Wealth, but the firm is likely to continue monitoring its investments and adjusting its portfolio in response to market conditions.