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Tide Cove Capital Partners LLC

1735 OLIVER AVENUE, SAN DIEGO, CA 92109 • 858-224-3507

Q2 2025 · Filed 2025-07-29
Market Value
$126M
+9.9%
Holdings
11
-5
New Purchases
0
Added To
11
Closed
0
Reduced
0
Top 10 Concentration
98.1%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 33.49% 31.86% +1.63% $42M
VUG 7.19% 6.31% +0.88% $9M
QQQM 6.99% 6.22% +0.77% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BND 11.32% 12.25% -0.93% $14M
AGG 11.31% 12.24% -0.93% $14M
VNQ 6.24% 6.73% -0.49% $8M
VCSH 4.80% 5.13% -0.33% $6M
VCIT 3.88% 4.13% -0.24% $5M
VCLT 1.86% 2.01% -0.16% $2M
VYM 6.48% 6.63% -0.14% $8M
VIG 6.44% 6.49% -0.05% $8M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $66M 52.0%
Large Cap 7 $58M 46.2%
Mid Cap 1 $2M 1.9%

Portfolio Analytics

Avg Market Cap
$184.3B
Median Market Cap
$95.8B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.04
# Stocks
0
# ETFs / Funds
11

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 33.49% 134,865 $42M $313.60 $6M +1,634 +1.2%
2 BND 11.32% 195,772 $14M $73.00 $218K +4,170 +2.2%
3 AGG 11.31% 145,324 $14M $98.32 $219K +3,100 +2.2%
4 VUG 7.19% 19,903 $9M $455.95 $2M +346 +1.8%
5 QQQM 6.99% 37,751 $9M $233.89 $2M +718 +1.9%
6 VYM 6.48% 60,165 $8M $136.12 $572K +1,093 +1.9%
7 VIG 6.44% 38,986 $8M $208.67 $674K +525 +1.4%
8 VNQ 6.24% 87,335 $8M $90.26 $144K +1,865 +2.2%
9 VCSH 4.80% 76,396 $6M $79.29 $164K +1,740 +2.3%
10 VCIT 3.88% 59,460 $5M $82.50 $163K +1,450 +2.5%
11 VCLT 1.86% 31,293 $2M $74.93 $30K +799 +2.6%
View SEC EDGAR Filings for Tide Cove Capital Partners LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms