Sbe LLC Dba Cedar Cove Wealth Partners Top Holdings and 13F Report (2026)

About Sbe LLC Dba Cedar Cove Wealth Partners

Investment Activity

Sbe LLC Dba Cedar Cove Wealth Partners has $211.43 million in total holdings as of September 30, 2026.
Sbe LLC Dba Cedar Cove Wealth Partners owns shares of 84 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 6.31% of the portfolio was purchased this quarter.
About 6.37% of the portfolio was sold this quarter.
This quarter, Sbe LLC Dba Cedar Cove Wealth Partners has purchased 91 new stocks and bought additional shares in 41 stocks.
Sbe LLC Dba Cedar Cove Wealth Partners sold shares of 34 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Goldman Sachs JUST U.S. Large Cap Equity ETF: $42,270,739
iShares ESG Advanced MSCI EAFE ETF: $21,028,571
SPDR Portfolio S&P 500 ETF: $16,921,218
VanEck Semiconductor ETF: $11,338,239
ALPS ETF TR: $7,204,957

Largest New Holdings this Quarter

81369Y803 - Technology Select Sector SPDR Fund: $2,224,503 Holding
35671D857 - Freeport-McMoRan: $352,989 Holding
45337C102 - Incyte: $349,245 Holding
718546104 - Phillips 66: $269,141 Holding

Largest Purchases this Quarter

VanEck Semiconductor ETF: 6,082 shares (about $3.70M)
Sprott Uranium Miners ETF: 51,638 shares (about $2.45M)
Technology Select Sector SPDR Fund: 11,364 shares (about $2.22M)
TEMA ETF TRUST: 13,346 shares (about $472.85K)
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: 2,298 shares (about $407.00K)

Largest Sales this Quarter

Doubleline Commercial Real Estate ETF: 19,724 shares (about $1.01M)
SPDR Portfolio S&P 500 ETF: 7,881 shares (about $707.40K)
Goldman Sachs JUST U.S. Large Cap Equity ETF: 3,384 shares (about $368.93K)
VANECK FDS: 7,740 shares (about $302.68K)
RBB FD INC: 6,325 shares (about $281.90K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF	$42,270,739	$368,929 ▼	-0.9%	387,728	20.0%	ETF
DMXF iShares ESG Advanced MSCI EAFE ETF	$21,028,571	$230,163 ▲	1.1%	248,418	9.9%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$16,921,218	$707,399 ▼	-4.0%	188,516	8.0%	ETF
SMH VanEck Semiconductor ETF	$11,338,239	$3,703,898 ▲	48.5%	18,618	5.4%	ETF
ALPS ETF TR	$7,204,957	$228,982 ▲	3.3%	293,601	3.4%	SMITH CORE PLUS
VANECK FDS	$7,007,888	$302,683 ▼	-4.1%	179,201	3.3%	ONCHAIN ECONOMY
URNM Sprott Uranium Miners ETF	$6,328,595	$2,450,737 ▲	63.2%	133,346	3.0%	ETF
GDX VanEck Gold Miners ETF	$5,569,117	$130,031 ▲	2.4%	63,430	2.6%	ETF
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$5,163,822	$406,999 ▲	8.6%	29,156	2.4%	ETF
TEMA ETF TRUST	$4,874,459	$472,849 ▲	10.7%	137,580	2.3%	ELECTRIFICATION
JPST JPMorgan Ultra-Short Income ETF	$4,507,883	$290,938 ▲	6.9%	89,495	2.1%	ETF
PINK Simplify Health Care ETF	$4,393,095	$43,657 ▲	1.0%	113,811	2.1%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$4,185,490	$51,319 ▲	1.2%	40,616	2.0%	ETF
DCMB Doubleline Commercial Real Estate ETF	$4,013,536	$1,006,318 ▼	-20.0%	78,666	1.9%	ETF
IBOT VanEck Robotics ETF	$3,643,104	$93,562 ▲	2.6%	56,421	1.7%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$3,477,951	$44,230 ▼	-1.3%	96,798	1.6%	ETF
SPROTT ASSET MANAGEMENT LP	$3,216,691	$332,195 ▲	11.5%	77,436	1.5%	PHYSICAL GOLD AN
NUSC Nuveen ESG Small-Cap ETF	$2,957,592	$82,395 ▲	2.9%	60,950	1.4%	ETF
RBB FD INC	$2,843,591	$281,903 ▼	-9.0%	63,801	1.3%	F M EME LIFE ETF
TIDAL TRUST III	$2,759,012	$151,241 ▲	5.8%	131,382	1.3%	NOVA FLEX AL ETF
XLK Technology Select Sector SPDR Fund	$2,224,503	$2,224,503 ▲	New Holding	11,364	1.1%	ETF
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF	$2,132,258	$173,487 ▲	8.9%	49,445	1.0%	ETF
AAPL Apple	$2,123,274	$36,631 ▲	1.8%	6,376	1.0%	Technology
RWAY Runway Growth Finance	$2,032,456	$208,411 ▲	11.4%	307,018	1.0%	Finance
BBDC Barings Bdc	$1,995,129	$108,982 ▲	5.8%	231,454	0.9%	Finance
GSBD Goldman Sachs BDC	$1,922,035	$78,947 ▲	4.3%	211,445	0.9%	Finance
NULG Nuveen ESG Large-Cap Growth ETF	$1,900,137	$226,702 ▼	-10.7%	16,713	0.9%	ETF
EUSB iShares ESG Advanced Total USD Bond Market ETF	$1,780,702	$91,787 ▲	5.4%	42,836	0.8%	ETF
OCSL Oaktree Specialty Lending	$1,589,798	$43,685 ▲	2.8%	133,596	0.8%	Finance
NVDA NVIDIA	$1,410,210	$2,055 ▼	-0.1%	6,175	0.7%	Technology
SCHV Schwab U.S. Large-Cap Value ETF	$1,123,549	$23,650 ▼	-2.1%	33,730	0.5%	ETF
IVV iShares Core S&P 500 ETF	$1,105,821	$38,290 ▼	-3.3%	1,444	0.5%	ETF
PWR Quanta Services	$1,003,010	$16,706 ▼	-1.6%	1,561	0.5%	Industrials
EMNT PIMCO Enhanced Short Maturity Active ESG ETF	$983,585	$32,339 ▲	3.4%	9,976	0.5%	ETF
ARISTA NETWORKS INC	$963,710	$8,550 ▼	-0.9%	4,734	0.5%	COM SHS
NULV Nuveen ESG Large-Cap Value ETF	$930,549	$51,019 ▼	-5.2%	17,674	0.4%	ETF
IWD iShares Russell 1000 Value ETF	$916,866	$30,744 ▼	-3.2%	3,698	0.4%	ETF
PANW Palo Alto Networks	$877,841	$64,775 ▲	8.0%	2,209	0.4%	Technology
TSM Taiwan Semiconductor Manufacturing	$852,655	$312,047 ▲	57.7%	1,869	0.4%	Technology
LLY Eli Lilly and Company	$820,063	$55,519 ▲	7.3%	709	0.4%	Healthcare
AMCOR PLC	$817,515		0.0%	19,530	0.4%	COM NEW
GOOGL Alphabet	$804,004	$23,394 ▲	3.0%	2,337	0.4%	Communication Services
ACWX iShares MSCI ACWI ex U.S. ETF	$719,547	$756 ▼	-0.1%	9,515	0.3%	ETF
AMAT Applied Materials	$710,341	$34,776 ▲	5.1%	1,389	0.3%	Technology
IWF iShares Russell 1000 Growth ETF	$659,913	$4,885 ▼	-0.7%	5,268	0.3%	ETF
AMZN Amazon.com	$650,731	$20,678 ▲	3.3%	2,612	0.3%	Consumer Discretionary
META Meta Platforms	$648,209	$3,625 ▼	-0.6%	894	0.3%	Communication Services
ERET iShares Environmentally Aware Real Estate ETF	$638,869	$31,698 ▲	5.2%	23,642	0.3%	ETF
URI United Rentals	$594,405	$12,008 ▼	-2.0%	594	0.3%	Industrials
COST Costco Wholesale	$567,758	$4,549 ▲	0.8%	624	0.3%	Consumer Staples
HOOD Robinhood Markets	$555,188	$19,013 ▲	3.5%	4,935	0.3%	Finance
SNOW Snowflake	$552,125	$2,716 ▲	0.5%	1,626	0.3%	Technology
JPM JPMorgan Chase & Co.	$506,266	$8,272 ▲	1.7%	1,530	0.2%	Finance
ADI Analog Devices	$498,081	$4,362 ▼	-0.9%	1,256	0.2%	Technology
UNH UnitedHealth Group	$479,573	$11,383 ▲	2.4%	1,306	0.2%	Healthcare
MRVL Marvell Technology	$463,924	$83,749 ▼	-15.3%	1,756	0.2%	Technology
V Visa	$459,699	$3,594 ▲	0.8%	1,279	0.2%	Finance
GE GE Aerospace	$458,861	$312 ▼	-0.1%	1,469	0.2%	Industrials
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$457,714	$899 ▲	0.2%	8,659	0.2%	ETF
DXCM DexCom	$448,449	$4,142 ▼	-0.9%	5,197	0.2%	Healthcare
BLACKROCK INC	$444,848	$10,592 ▼	-2.3%	420	0.2%	COM
NTAP NetApp	$435,416	$5,881 ▼	-1.3%	2,073	0.2%	Technology
FTC First Trust Large Cap Growth AlphaDEX Fund	$391,010		0.0%	2,204	0.2%	ETF
MSFT Microsoft	$377,347	$39,991 ▲	11.9%	736	0.2%	Technology
IWP iShares Russell Mid-Cap Growth ETF	$362,728		0.0%	2,635	0.2%	ETF
GRNB VanEck Green Bond ETF	$355,995	$22,733 ▲	6.8%	15,331	0.2%	ETF
FCX Freeport-McMoRan	$352,989	$352,989 ▲	New Holding	5,043	0.2%	Materials
HYXF iShares ESG Advanced High Yield Corporate Bond ETF	$350,069	$15,697 ▲	4.7%	7,761	0.2%	ETF
INCY Incyte	$349,245	$349,245 ▲	New Holding	2,878	0.2%	Healthcare
OUNZ VanEck Merk Gold ETF	$343,689	$69,464 ▼	-16.8%	8,614	0.2%	ETF
NYT New York Times	$318,585	$9,173 ▼	-2.8%	5,001	0.2%	Communication Services
GD General Dynamics	$308,175	$9,620 ▲	3.2%	929	0.1%	Industrials
GE VERNOVA INC	$302,357	$11,410 ▼	-3.6%	318	0.1%	COM
USXF iShares ESG Advanced MSCI USA ETF	$286,786	$4,560 ▼	-1.6%	4,214	0.1%	ETF
UBER Uber Technologies	$275,753	$15,004 ▼	-5.2%	4,025	0.1%	Industrials
CEG Constellation Energy	$272,856	$29,216 ▼	-9.7%	1,074	0.1%	Utilities
PSX Phillips 66	$269,141	$269,141 ▲	New Holding	1,054	0.1%	Energy
DOORDASH INC	$254,584	$10,095 ▼	-3.8%	1,387	0.1%	CL A
TT Trane Technologies	$238,426	$3,613 ▼	-1.5%	528	0.1%	Industrials
MU Micron Technology	$214,124	$11,718 ▼	-5.2%	201	0.1%	Technology
SCHM Schwab U.S. Mid-Cap ETF	$212,659		0.0%	6,251	0.1%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$211,419	$20,372 ▲	10.7%	4,255	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$210,703		0.0%	276	0.1%	ETF
CSX CSX	$203,298	$6,279 ▼	-3.0%	4,371	0.1%	Industrials
EWZ iShares MSCI Brazil ETF	$0	$3,271,504 ▼	-100.0%	0	0.0%	ETF
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$0	$2,248,610 ▼	-100.0%	0	0.0%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$0	$2,042,122 ▼	-100.0%	0	0.0%	ETF
ORCL Oracle	$0	$489,921 ▼	-100.0%	0	0.0%	Technology
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$0	$437,077 ▼	-100.0%	0	0.0%	ETF
WM Waste Management	$0	$355,611 ▼	-100.0%	0	0.0%	Industrials
S&P GLOBAL INC	$0	$308,424 ▼	-100.0%	0	0.0%	COM SHS
SPYG SPDR Portfolio S&P 500 Growth ETF	$0	$302,561 ▼	-100.0%	0	0.0%	ETF
STX Seagate Technology	$0	$204,003 ▼	-100.0%	0	0.0%	Technology
AXP American Express	$0	$202,721 ▼	-100.0%	0	0.0%	Finance
TGT Target	$0	$200,762 ▼	-100.0%	0	0.0%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Sbe LLC Dba Cedar Cove Wealth Partners Top Holdings and 13F Report (2026)

About Sbe LLC Dba Cedar Cove Wealth Partners

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Sbe LLC Dba Cedar Cove Wealth Partners Top Holdings and 13F Report (2026)

About Sbe LLC Dba Cedar Cove Wealth Partners

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSbe LLC Dba Cedar Cove Wealth Partners

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools