TIDE COVE CAPITAL PARTNERS LLC

PrivateCIK: 2029464
Location

SAN DIEGO, CA

📋 What this filing means

TIDE COVE CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $129.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

10
Positions
$129.95M
Total AUM (reported)
862.51K
Total Shares

Allocation by class

TOTAL AUM$129.95M10 positions
TOTAL STK MKT$45.05M34.7%
CORE US AGGBD ET$14.71M11.3%
TOTAL BND MRKT$14.69M11.3%
GROWTH ETF$9.87M7.6%
NASDAQ 100 ETF$9.70M7.5%
DIV APP ETF$8.44M6.5%
HIGH DIV YLD$8.44M6.5%

Portfolio Concentration

Top 357.3%4–1042.7%TOP 10100.0%0%100%
Top 3$74.45M57.3%
4–10$55.50M42.7%

Top 3 weight

57.3%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 862.51K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

862.51K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole10
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings10
Rows:

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares135.19K
TypeSH
Market value$45.05M
34.67%
Sole
0.00
Shared
0.00
None
135.19K

ISHARES TR

SOLE
CORE US AGGBD ET
Shares146.76K
TypeSH
Market value$14.71M
11.32%
Sole
0.00
Shared
0.00
None
146.76K

VANGUARD BD INDEX FDS

SOLE
TOTAL BND MRKT
Shares197.69K
TypeSH
Market value$14.69M
11.31%
Sole
0.00
Shared
0.00
None
197.69K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares19.89K
TypeSH
Market value$9.87M
7.60%
Sole
0.00
Shared
0.00
None
19.89K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares37.73K
TypeSH
Market value$9.70M
7.46%
Sole
0.00
Shared
0.00
None
37.73K

VANGUARD SPECIALIZED FUNDS

SOLE
DIV APP ETF
Shares39.14K
TypeSH
Market value$8.44M
6.50%
Sole
0.00
Shared
0.00
None
39.14K

VANGUARD WHITEHALL FDS

SOLE
HIGH DIV YLD
Shares60.52K
TypeSH
Market value$8.44M
6.49%
Sole
0.00
Shared
0.00
None
60.52K

VANGUARD INDEX FDS

SOLE
REAL ESTATE ETF
Shares88.17K
TypeSH
Market value$7.86M
6.05%
Sole
0.00
Shared
0.00
None
88.17K

VANGUARD SCOTTSDALE FDS

SOLE
SHRT TRM CORP BD
Shares77.24K
TypeSH
Market value$6.15M
4.73%
Sole
0.00
Shared
0.00
None
77.24K

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares60.17K
TypeSH
Market value$5.04M
3.88%
Sole
0.00
Shared
0.00
None
60.17K
TIDE COVE CAPITAL PARTNERS LLC 13F Holdings — 10 Positions | Finecho