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Sbe Llc Dba Cedar Cove Wealth Partners

Latest statistics and disclosures from Sbe Llc Dba Cedar Cove Wealth Partners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002111343

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Positions held by Sbe Llc Dba Cedar Cove Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sbe Llc Dba Cedar Cove Wealth Partners

Sbe Llc Dba Cedar Cove Wealth Partners holds 88 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	19.1	$36M	394k	92.50	View chart
Ishares Tr Esg Eafe Etf (DMXF)	9.4	$18M	237k	75.45	View chart
Touchstone Etf Trust Touchstone Sands (TSEL)	7.6	$15M	586k	24.72	View chart
Vaneck Fds Onchain Economy (NODE)	3.5	$6.6M	204k	32.37	View chart
Alps Etf Tr Smith Core Plus (SMTH)	3.0	$5.6M	218k	25.75	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.7	$5.2M	14k	383.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	2.7	$5.1M	173k	29.50	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.6	$5.0M	256k	19.53	View chart
Doubleline Etf Trust Commercial Real (DCRE)	2.6	$4.9M	94k	51.96	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	2.5	$4.9M	53k	91.77	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.2	$4.3M	84k	50.61	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	2.1	$3.9M	41k	95.62	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	2.0	$3.8M	112k	33.66	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	1.8	$3.4M	76k	45.05	View chart
Ishares Msci Brazil Etf (EWZ)	1.7	$3.3M	86k	38.39	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.6	$3.1M	106k	29.13	View chart
Vaneck Etf Trust Robotics Etf (IBOT)	1.5	$2.9M	56k	53.16	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	1.4	$2.6M	58k	45.06	View chart
RBB F/m Emerald Life (LFSC)	1.3	$2.4M	70k	34.99	View chart
Tidal Trust Iii Novatide Flexibl (NMBL)	1.2	$2.4M	122k	19.48	View chart
Spdr Series Trust State Street Spd (BIL)	1.2	$2.2M	24k	91.64	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.1	$2.2M	94k	23.18	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.0	$2.0M	100k	19.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.9	$1.8M	39k	45.26	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.9	$1.8M	11k	163.58	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.9	$1.8M	19k	90.94	View chart
Dbx Etf Tr Xtkr Emgrin Mkts (EMCR)	0.9	$1.8M	47k	37.39	View chart
Goldman Sachs Bdc SHS (GSBD)	0.9	$1.7M	192k	8.88	View chart
Tema Etf Trust Electrification (VOLT)	0.9	$1.7M	49k	34.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.7M	2.6k	653.19	View chart
Barings Bdc (BBDC)	0.9	$1.7M	202k	8.23	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.9	$1.7M	38k	43.50	View chart
Apple (AAPL)	0.8	$1.6M	6.3k	253.79	View chart
Runway Growth Finance Corp (RWAY)	0.8	$1.5M	218k	6.87	View chart
Oaktree Specialty Lending Corp (OCSL)	0.7	$1.4M	126k	11.30	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.6	$1.2M	19k	63.15	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$1.1M	36k	30.50	View chart
NVIDIA Corporation (NVDA)	0.5	$1.0M	5.9k	174.40	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.5	$906k	9.2k	98.93	View chart
Quanta Services (PWR)	0.4	$852k	1.6k	548.86	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.4	$852k	19k	45.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$821k	3.8k	213.65	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.4	$814k	36k	22.36	View chart
Amcor Com New (AMCR)	0.4	$776k	20k	39.75	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$703k	10k	68.47	View chart
Costco Wholesale Corporation (COST)	0.3	$644k	646.00	997.07	View chart
Eli Lilly & Co. (LLY)	0.3	$628k	683.00	919.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$628k	2.2k	287.61	View chart
Arista Networks Com Shs (ANET)	0.3	$625k	5.1k	122.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$584k	1.4k	426.53	View chart
Ishares Tr Envir Awr Rl Est (ERET)	0.3	$580k	21k	27.13	View chart
Applied Materials (AMAT)	0.3	$531k	1.6k	341.83	View chart
Meta Platforms Cl A (META)	0.3	$527k	920.00	572.43	View chart
Amazon (AMZN)	0.3	$522k	2.5k	208.25	View chart
Charles Schwab Corporation (SCHW)	0.3	$497k	5.3k	93.98	View chart
JPMorgan Chase & Co. (JPM)	0.2	$460k	1.6k	294.15	View chart
United Rentals (URI)	0.2	$458k	629.00	728.29	View chart
New York Times Co Mtn Be Cl A (NYT)	0.2	$451k	5.4k	83.73	View chart
Blackrock (BLK)	0.2	$451k	469.00	961.56	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$447k	9.2k	48.32	View chart
Ge Aerospace Com New (GE)	0.2	$434k	1.5k	283.71	View chart
UnitedHealth (UNH)	0.2	$425k	1.6k	270.61	View chart
Analog Devices (ADI)	0.2	$419k	1.3k	318.11	View chart
Oracle Corporation (ORCL)	0.2	$413k	2.8k	147.09	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$394k	1.2k	337.98	View chart
Visa Com Cl A (V)	0.2	$391k	1.3k	302.16	View chart
Waste Management (WM)	0.2	$368k	1.6k	229.76	View chart
Palo Alto Networks (PANW)	0.2	$363k	2.3k	160.35	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.2	$340k	2.2k	154.15	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$338k	2.6k	128.10	View chart
S&p Global (SPGI)	0.2	$333k	783.00	425.10	View chart
Dex (DXCM)	0.2	$331k	5.3k	62.80	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.2	$330k	7.1k	46.31	View chart
Constellation Energy (CEG)	0.2	$330k	1.2k	279.16	View chart
Vaneck Etf Trust Green Bond Etf (GRNB)	0.2	$329k	14k	23.96	View chart
General Dynamics Corporation (GD)	0.2	$329k	958.00	343.22	View chart
Boston Scientific Corporation (BSX)	0.2	$303k	4.8k	62.74	View chart
Uber Technologies (UBER)	0.2	$301k	4.2k	71.93	View chart
Stryker Corporation (SYK)	0.1	$279k	850.00	328.58	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$261k	5.0k	52.19	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$259k	4.7k	55.20	View chart
Snowflake Com Shs (SNOW)	0.1	$246k	1.6k	150.82	View chart
Doordash Cl A (DASH)	0.1	$233k	1.6k	150.15	View chart
McKesson Corporation (MCK)	0.1	$229k	265.00	865.36	View chart
Netflix (NFLX)	0.1	$228k	2.4k	96.15	View chart
Microsoft Corporation (MSFT)	0.1	$225k	607.00	370.19	View chart
Trane Technologies SHS (TT)	0.1	$221k	531.00	416.43	View chart
Marvell Technology (MRVL)	0.1	$219k	2.2k	99.03	View chart

Past Filings by Sbe Llc Dba Cedar Cove Wealth Partners

SEC 13F filings are viewable for Sbe Llc Dba Cedar Cove Wealth Partners going back to 2026

Sbe Llc Dba Cedar Cove Wealth Partners 2026 Q1 filed April 21, 2026

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