Hidden Cove Wealth Management, LLC
Annual return '25
+17.2%
SPY '25
+17.7%
Alpha
-0.5ptsvs SPY
Invested
$155.7M
Holdings
109
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWY
ISHARES TR
Q4 2025: Sold 4.5% (79.5k → 75.9k shares)
10.6%
02
$JAAA
JANUS DETROIT STR TR
Q4 2025: Increased +0.8% (285.3k → 287.7k shares)
8.2%
03
$SCHR
SCHWAB STRATEGIC TR
Q4 2025: New position (49.5k shares)
6.1%
04
$IDMO
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
4.4%
05
$AAPL
APPLE INC
Q4 2025: Increased +4.0% (25.4k → 26.4k shares)
4.3%
06
$FDL
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Increased +23.1% (55.2k → 67.9k shares)
4.2%
07
$VO
VANGUARD INDEX FDS
Q4 2025: Sold 4.2% (11.3k → 10.9k shares)
4.1%
08
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +6.3% (24.3k → 25.9k shares)
3.0%
09
$VNLA
JANUS DETROIT STR TR
Q4 2025: Sold 6.0% (270.3k → 254.0k shares)
2.9%
10
$SCHD
SCHWAB STRATEGIC TR
Q4 2025: Sold 3.2% (547.9k → 530.6k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:19 UTC.