Sbe LLC Dba Cedar Cove Wealth Partners Top Holdings and 13F Report (2026) About Sbe LLC Dba Cedar Cove Wealth PartnersInvestment ActivitySbe LLC Dba Cedar Cove Wealth Partners has $190.57 million in total holdings as of March 31, 2026.Sbe LLC Dba Cedar Cove Wealth Partners owns shares of 88 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 17.99% of the portfolio was purchased this quarter.About 16.01% of the portfolio was sold this quarter.This quarter, Sbe LLC Dba Cedar Cove Wealth Partners has purchased 88 new stocks and bought additional shares in 31 stocks.Sbe LLC Dba Cedar Cove Wealth Partners sold shares of 42 stocks and completely divested from 14 stocks this quarter.Largest Holdings Goldman Sachs JUST U.S. Large Cap Equity ETF $36,425,326iShares ESG Advanced MSCI EAFE ETF $17,906,772TOUCHSTONE ETF TRUST $14,485,953VANECK FDS $6,590,536ALPS ETF TR $5,622,770 Largest New Holdings this Quarter 46137V373 - Invesco S&P 500 Equal Weight Consumer Staples ETF $5,087,486 Holding921078101 - VanEck Merk Gold ETF $3,433,766 Holding92189Y402 - VanEck Robotics ETF $2,949,386 Holding74933W221 - RBB FD INC $2,448,859 Holding78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $2,208,593 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight Consumer Staples ETF 172,457 shares (about $5.09M)VanEck Merk Gold ETF 76,221 shares (about $3.43M)VanEck Robotics ETF 55,481 shares (about $2.95M)Goldman Sachs JUST U.S. Large Cap Equity ETF 28,897 shares (about $2.67M)RBB FD INC 69,994 shares (about $2.45M) Largest Sales this Quarter Sprott Uranium Miners ETF 59,134 shares (about $3.73M)VanEck Semiconductor ETF 1,718 shares (about $658.69K)iShares MSCI Brazil ETF 14,011 shares (about $537.88K)Invesco BulletShares 2026 Corporate Bond ETF 21,453 shares (about $418.98K)Netflix 2,840 shares (about $273.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSbe LLC Dba Cedar Cove Wealth Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJUSTGoldman Sachs JUST U.S. Large Cap Equity ETF$36,425,326$2,672,866 â–²7.9%393,80319.1%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$17,906,772$116,344 â–²0.7%237,3339.4%ManufacturingTOUCHSTONE ETF TRUST$14,485,953$2,304,939 â–²18.9%585,9527.6%TOUCHSTONE SANDSVANECK FDS$6,590,536$1,950,650 â–²42.0%203,6003.5%ONCHAIN ECONOMYALPS ETF TR$5,622,770$355,856 â–²6.8%218,3183.0%SMITH CORE PLUSSMHVanEck Semiconductor ETF$5,216,629$658,692 â–¼-11.2%13,6062.7%ManufacturingRSPSInvesco S&P 500 Equal Weight Consumer Staples ETF$5,087,486$5,087,486 â–²New Holding172,4572.7%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$4,989,689$418,978 â–¼-7.7%255,4882.6%ETFDCMBDoubleline Commercial Real Estate ETF$4,901,423$390,582 â–²8.7%94,3312.6%ETFGDXVanEck Gold Miners ETF$4,856,435$1,833,185 â–²60.6%52,9202.5%ETFJPSTJPMorgan Ultra-Short Income ETF$4,253,635$242,524 â–²6.0%84,0472.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,924,068$61,101 â–¼-1.5%41,0382.1%ManufacturingPINKSimplify Health Care ETF$3,756,142$117,035 â–²3.2%111,5912.0%ETFOUNZVanEck Merk Gold ETF$3,433,766$3,433,766 â–²New Holding76,2211.8%ETFEWZiShares MSCI Brazil ETF$3,306,843$537,883 â–¼-14.0%86,1381.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,100,080$92,022 â–¼-2.9%106,4221.6%ETFIBOTVanEck Robotics ETF$2,949,386$2,949,386 â–²New Holding55,4811.5%ETFNUSCNuveen ESG Small-Cap ETF$2,628,591$36,409 â–²1.4%58,3351.4%ETFRBB FD INC$2,448,859$2,448,859 â–²New Holding69,9941.3%F/M EMERALD LIFETIDAL TRUST III$2,380,598$170,673 â–²7.7%122,1871.2%NOVATIDE FLEXIBLBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,208,593$2,208,593 â–²New Holding24,1011.2%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$2,172,041$138,355 â–¼-6.0%93,7231.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$1,957,350$153,506 â–¼-7.3%99,7381.0%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$1,775,129$56,258 â–¼-3.1%39,2210.9%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,764,348$1,764,348 â–²New Holding10,7860.9%ETFNULGNuveen ESG Large-Cap Growth ETF$1,761,124$139,773 â–¼-7.4%19,3660.9%ETFEMCRXtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF$1,757,831$25,986 â–¼-1.5%47,0140.9%ETFGSBDGoldman Sachs BDC$1,701,794$200,945 â–²13.4%191,6440.9%FinanceTEMA ETF TRUST$1,687,279$1,687,279 â–²New Holding49,2780.9%ELECTRIFICATIONIVViShares Core S&P 500 ETF$1,683,931$43,764 â–¼-2.5%2,5780.9%ETFBBDCBarings Bdc$1,662,908$71,124 â–²4.5%202,0540.9%FinanceEUSBiShares ESG Advanced Total USD Bond Market ETF$1,659,277$160,603 â–²10.7%38,1440.9%ETFAAPLApple$1,610,835$75,377 â–²4.9%6,3470.8%Computer and TechnologyRWAYRunway Growth Finance$1,498,808$196,338 â–²15.1%218,1670.8%FinanceOCSLOaktree Specialty Lending$1,427,428$187,320 â–²15.1%126,3210.7%FinanceURNMSprott Uranium Miners ETF$1,222,960$3,734,303 â–¼-75.3%19,3660.6%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,095,077$75,213 â–¼-6.4%35,9040.6%ETFNVDANVIDIA$1,034,374$63,133 â–¼-5.8%5,9310.5%Computer and TechnologyEMNTPIMCO Enhanced Short Maturity Active ESG ETF$906,202$81,123 â–²9.8%9,1600.5%ETFPWRQuanta Services$852,384$242,049 â–¼-22.1%1,5530.4%ConstructionNULVNuveen ESG Large-Cap Value ETF$851,620$3,913 â–¼-0.5%18,7170.4%ETFIWDiShares Russell 1000 Value ETF$821,071$26,493 â–¼-3.1%3,8430.4%ETFBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$814,284$88,498 â–¼-9.8%36,4090.4%ETFAMCOR PLC$776,308$776,308 â–²New Holding19,5300.4%COM NEWACWXiShares MSCI ACWI ex U.S. ETF$702,487$132,144 â–¼-15.8%10,2600.4%ManufacturingCOSTCostco Wholesale$644,108$2,991 â–²0.5%6460.3%Retail/WholesaleLLYEli Lilly and Company$627,963$340,185 â–²118.2%6830.3%MedicalGOOGLAlphabet$627,845$38,827 â–²6.6%2,1830.3%Computer and TechnologyARISTA NETWORKS INC$625,390$11,540 â–¼-1.8%5,0940.3%COM SHSIWFiShares Russell 1000 Growth ETF$584,344$101,514 â–¼-14.8%1,3700.3%ETFERETiShares Environmentally Aware Real Estate ETF$579,724$11,312 â–²2.0%21,3700.3%ETFAMATApplied Materials$531,211$28,714 â–¼-5.1%1,5540.3%Computer and TechnologyMETAMeta Platforms$526,633$32,628 â–¼-5.8%9200.3%Computer and TechnologyAMZNAmazon.com$521,676$22,491 â–¼-4.1%2,5050.3%Retail/WholesaleSCHWCharles Schwab$497,228$17,010 â–¼-3.3%5,2910.3%FinanceJPMJPMorgan Chase & Co.$460,053$460,053 â–²New Holding1,5640.2%FinanceURIUnited Rentals$458,094$34,958 â–¼-7.1%6290.2%ConstructionNYTNew York Times$451,137$451,137 â–²New Holding5,3880.2%Consumer StaplesBLACKROCK INC$450,971$6,731 â–²1.5%4690.2%COMSPSMSPDR Portfolio S&P 600 Small Cap ETF$446,847$18,168 â–²4.2%9,2480.2%ETFGEGE Aerospace$433,788$15,604 â–²3.7%1,5290.2%AerospaceUNHUnitedHealth Group$425,395$198,355 â–²87.4%1,5720.2%MedicalADIAnalog Devices$418,949$23,858 â–¼-5.4%1,3170.2%Computer and TechnologyORCLOracle$412,870$139,437 â–¼-25.2%2,8070.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$393,750$67,935 â–¼-14.7%1,1650.2%Computer and TechnologyVVisa$390,690$14,201 â–¼-3.5%1,2930.2%Business ServicesWMWaste Management$368,307$42,276 â–¼-10.3%1,6030.2%Business ServicesPANWPalo Alto Networks$362,718$18,120 â–¼-4.8%2,2620.2%Computer and TechnologyFTCFirst Trust Large Cap Growth AlphaDEX Fund$339,751$22,352 â–¼-6.2%2,2040.2%ETFIWPiShares Russell Mid-Cap Growth ETF$337,5420.0%2,6350.2%ETFSPGIS&P Global$332,855$9,777 â–¼-2.9%7830.2%FinanceDXCMDexCom$330,579$330,579 â–²New Holding5,2640.2%MedicalHYXFiShares ESG Advanced High Yield Corporate Bond ETF$330,167$26,908 â–²8.9%7,1290.2%ETFCEGConstellation Energy$329,685$7,816 â–¼-2.3%1,1810.2%EnergyGRNBVanEck Green Bond ETF$329,415$26,379 â–²8.7%13,7490.2%ETFGDGeneral Dynamics$328,805$328,805 â–²New Holding9580.2%AerospaceBSXBoston Scientific$302,929$12,674 â–¼-4.0%4,8280.2%MedicalUBERUber Technologies$301,171$23,953 â–²8.6%4,1870.2%Computer and TechnologySYKStryker$279,294$5,586 â–¼-2.0%8500.1%MedicalMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$261,345$2,035 â–²0.8%5,0080.1%ETFUSXFiShares ESG Advanced MSCI USA ETF$259,425$4,195 â–¼-1.6%4,7000.1%ManufacturingSNOWSnowflake$246,138$246,138 â–²New Holding1,6320.1%Computer and TechnologyDOORDASH INC$232,883$13,964 â–²6.4%1,5510.1%CL AMCKMcKesson$229,320$33,749 â–¼-12.8%2650.1%MedicalNFLXNetflix$227,779$273,066 â–¼-54.5%2,3690.1%Consumer DiscretionaryMSFTMicrosoft$224,708$1,111 â–¼-0.5%6070.1%Computer and TechnologyTTTrane Technologies$221,124$1,249 â–¼-0.6%5310.1%ConstructionMRVLMarvell Technology$218,854$218,854 â–²New Holding2,2100.1%Computer and TechnologySPROTT ASSET MANAGEMENT LP$0$6,904,886 â–¼-100.0%00.0%PHYSICAL GOLD ANPSPInvesco Global Listed Private Equity ETF$0$6,328,877 â–¼-100.0%00.0%ETFEWJiShares MSCI Japan ETF$0$5,847,339 â–¼-100.0%00.0%ETFAMCRAmcor$0$811,540 â–¼-100.0%00.0%IndustrialsTRGPTarga Resources$0$477,393 â–¼-100.0%00.0%EnergyAXONAxon Enterprise$0$389,095 â–¼-100.0%00.0%AerospaceNOWServiceNow$0$344,992 â–¼-100.0%00.0%Computer and TechnologyNKENIKE$0$315,595 â–¼-100.0%00.0%Consumer DiscretionaryAJGArthur J. Gallagher & Co.$0$305,850 â–¼-100.0%00.0%FinanceTGTTarget$0$275,460 â–¼-100.0%00.0%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$0$259,293 â–¼-100.0%00.0%ETFAXPAmerican Express$0$225,557 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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