Sbe Llc Dba Cedar Cove Wealth Partners

Sbe Llc Dba Cedar Cove Wealth Partners as of March 31, 2026

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