Vault-13

Seal Cove Capital, LLC

PALO ALTO, CA · CIK 2135303 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$130.5m reported value +14.3% vs Q1 2026
10positions
100.0%in top 10
1 new 2 added 7 reduced 10 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 SPDR S&P 500 ETF TR TR UNIT SPY SPY 77,627 $58.0m44.44% 44.44% ReducedShares held: Q3 2025 —, Q4 2025 78.5k, Q1 2026 78.5k, Q2 2026 77.6k -880 -880 -1.1%
2 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 50,695 $37.3m28.62% 28.62% ReducedShares held: Q3 2025 —, Q4 2025 51.4k, Q1 2026 51.4k, Q2 2026 50.7k -668 -668 -1.3%
3 SPDR SERIES TRUST PRTFLO S&P500 GW SPYG SPYG 123,278 $14.7m11.24% 11.24% AddedShares held: Q3 2025 —, Q4 2025 0, Q1 2026 123.1k, Q2 2026 123.3k +158 +158 0.1%
4 ISHARES TR 0-3 MNTH TREASRY SGOV SGOV 57,726 $5.8m4.45% 4.45% ReducedShares held: Q3 2025 —, Q4 2025 64.3k, Q1 2026 67.6k, Q2 2026 57.7k -9.9k -9,858 -14.6%
5 VANGUARD INDEX FDS LARGE CAP ETF VV VV 16,292 $5.6m4.30% 4.30% ReducedShares held: Q3 2025 —, Q4 2025 17.1k, Q1 2026 17.1k, Q2 2026 16.3k -854 -854 -5.0%
6 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 4,006 $2.8m2.11% 2.11% ReducedShares held: Q3 2025 —, Q4 2025 4.1k, Q1 2026 4.1k, Q2 2026 4.0k -126 -126 -3.0%
7 SPDR SERIES TRUST PORTFOLIO S&P500 SPYM SPYM 30,370 $2.7m2.05% 2.05% AddedShares held: Q3 2025 —, Q4 2025 30.3k, Q1 2026 30.3k, Q2 2026 30.4k +82 +82 0.3%
8 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 5,138 $1.9m1.46% 1.46% ReducedShares held: Q3 2025 —, Q4 2025 6.1k, Q1 2026 6.1k, Q2 2026 5.1k -1.0k -1,000 -16.3%
9 ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT IBIT 33,700 $1.1m0.86% 0.86% NewShares held: Q3 2025 —, Q4 2025 0, Q1 2026 0, Q2 2026 33.7k
10 ISHARES TR CORE S&P500 ETF IVV IVV 836 $626.1k0.48% 0.48% ReducedShares held: Q3 2025 —, Q4 2025 1.0k, Q1 2026 1.0k, Q2 2026 836 -197 -197 -19.1%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
BITWISE BITCOIN ETF TR BITB BITB 35,225 $1.3m35.2k shares
VANGUARD INDEX FDS VB VB 750 $196.4k750 shares
GRAYSCALE BITCOIN MINI TR ET BTC BTC 4,903 $147.0k4.9k shares
SELECT SECTOR SPDR TR XLK XLK 728 $96.8k728 shares
VANGUARD INDEX FDS VBK VBK 308 $93.1k308 shares
INVESCO EXCHANGE TRADED FD T RSPT RSPT 1,408 $63.7k1.4k shares
VANGUARD INDEX FDS VBR VBR 168 $36.5k168 shares
SELECT SECTOR SPDR TR XLY XLY 263 $28.7k263 shares
SELECT SECTOR SPDR TR XLC XLC 250 $27.7k250 shares
VANGUARD INDEX FDS VUG VUG 0 $00 shares