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SBE LLC DBA CEDAR COVE WEALTH PARTNERS

Q2 2026 13F filing

Updated 53 days ago

91 disclosed positions worth $212.8M

Portfolio value
$212.8M
Total holdings
91
New positions
15
Closed positions
12
Increased
32
Decreased
41
Turnover
29.7%
Filed
2026-07-21

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

GOLDMAN SACHS ETF TR

-0.7%
Value
$41.7M
Shares
391.1K
% Port
19.61%
?
2.N/A

ISHARES TR

+3.5%
Value
$20.8M
Shares
245.7K
% Port
9.77%
S

SPDR SERIES TRUST

Value
$17.3M
Shares
196.4K
% Port
8.11%
H

VANECK ETF TRUST

-7.9%
Value
$8.2M
Shares
12.5K
% Port
3.86%
?
5.N/A

VANECK FDS

-8.2%
Value
$8.1M
Shares
186.9K
% Port
3.81%
?
6.N/A

ALPS ETF TR

+30.2%
Value
$7.3M
Shares
284.3K
% Port
3.44%
?
7.N/A

TEMA ETF TRUST

+152.1%
Value
$5.2M
Shares
124.2K
% Port
2.45%
F
8.FPF

FIRST TR EXCHANGE-TRADED FD

+149.0%
Value
$5.2M
Shares
26.9K
% Port
2.42%
?
9.N/A

DOUBLELINE ETF TRUST

+4.3%
Value
$5.1M
Shares
98.4K
% Port
2.40%
?
10.N/A

VANECK ETF TRUST

+17.1%
Value
$4.7M
Shares
61.9K
% Port
2.20%
?
11.N/A

SIMPLIFY EXCHANGE TRADED FUN

+1.0%
Value
$4.4M
Shares
112.7K
% Port
2.07%
?
12.N/A

SPROTT FDS TR

+321.9%
Value
$4.3M
Shares
81.7K
% Port
2.02%
?
13.N/A

J P MORGAN EXCHANGE TRADED F

-0.4%
Value
$4.2M
Shares
83.7K
% Port
1.99%
E
14.ETHA

ISHARES TR

-2.2%
Value
$4.1M
Shares
40.1K
% Port
1.94%
?
15.N/A

VANECK ETF TRUST

-0.9%
Value
$3.8M
Shares
55.0K
% Port
1.78%
S

SCHWAB STRATEGIC TR

-7.9%
Value
$3.3M
Shares
98.0K
% Port
1.56%
E
17.ETHA

ISHARES INC

+10.1%
Value
$3.3M
Shares
94.8K
% Port
1.54%
?
18.N/A

RBB FD INC

+0.2%
Value
$3.2M
Shares
70.1K
% Port
1.49%
?
19.N/A

NUSHARES ETF TR

+1.6%
Value
$3.1M
Shares
59.3K
% Port
1.45%
?
20.N/A

SPROTT ASSET MANAGEMENT LP

Value
$2.8M
Shares
69.4K
% Port
1.31%
?
21.N/A

TIDAL TRUST III

+1.6%
Value
$2.6M
Shares
124.2K
% Port
1.21%
E
22.ETHA

ISHARES TR

Value
$2.2M
Shares
100.5K
% Port
1.06%
?
23.N/A

NUSHARES ETF TR

-3.4%
Value
$2.2M
Shares
18.7K
% Port
1.03%
I
24.IVZ

INVESCO EXCHANGE TRADED FD T

-19.3%
Value
$2M
Shares
31.7K
% Port
0.96%
?
25.N/A

DBX ETF TR

-3.4%
Value
$2M
Shares
45.4K
% Port
0.95%
?
26.N/A

GOLDMAN SACHS BDC INC

+5.8%
Value
$1.9M
Shares
202.8K
% Port
0.90%
?
27.N/A

BARINGS BDC INC

+8.3%
Value
$1.9M
Shares
218.8K
% Port
0.88%
A
28.AAPL

APPLE INC

-1.3%
Value
$1.8M
Shares
6.3K
% Port
0.85%
?
29.N/A

ISHARES TR

+6.5%
Value
$1.8M
Shares
40.6K
% Port
0.83%
O
30.OCSL

OAKTREE SPECIALTY LENDING

+2.9%
Value
$1.6M
Shares
129.9K
% Port
0.73%
R

RUNWAY GROWTH FINANCE CORP

+26.3%
Value
$1.5M
Shares
275.5K
% Port
0.73%
N
32.NVDA

NVIDIA CORPORATION

+4.3%
Value
$1.2M
Shares
6.2K
% Port
0.58%
S

SCHWAB STRATEGIC TR

-4.1%
Value
$1.2M
Shares
34.4K
% Port
0.56%
P
34.PWR

QUANTA SVCS INC

+2.2%
Value
$1.1M
Shares
1.6K
% Port
0.54%
E
35.ETHA

ISHARES TR

-42.0%
Value
$1.1M
Shares
1.5K
% Port
0.53%
A
36.AMAT

APPLIED MATLS INC

-15.0%
Value
$955K
Shares
1.3K
% Port
0.45%
?
37.N/A

PIMCO ETF TR

+5.3%
Value
$955K
Shares
9.6K
% Port
0.45%
?
38.N/A

NUSHARES ETF TR

-0.4%
Value
$932K
Shares
18.6K
% Port
0.44%
E
39.ETHA

ISHARES TR

-0.6%
Value
$927K
Shares
3.8K
% Port
0.44%
A

AMCOR PLC

Unchanged
Value
$847K
Shares
19.5K
% Port
0.40%
A
41.ANET

ARISTA NETWORKS INC

-6.2%
Value
$811K
Shares
4.8K
% Port
0.38%
G

ALPHABET INC

+3.9%
Value
$811K
Shares
2.3K
% Port
0.38%
L
43.LLY

ELI LILLY & CO

-3.2%
Value
$792K
Shares
661
% Port
0.37%
E
44.ETHA

ISHARES TR

-7.2%
Value
$725K
Shares
9.5K
% Port
0.34%
P
45.PANW

PALO ALTO NETWORKS INC

-9.6%
Value
$698K
Shares
2.0K
% Port
0.33%
U
46.URI

UNITED RENTALS INC

-3.7%
Value
$686K
Shares
606
% Port
0.32%
E
47.ETHA

ISHARES TR

+287.4%
Value
$659K
Shares
5.3K
% Port
0.31%
?
48.N/A

ISHARES TR

+5.1%
Value
$650K
Shares
22.5K
% Port
0.31%
M
49.MRVL

MARVELL TECHNOLOGY INC

-6.2%
Value
$618K
Shares
2.1K
% Port
0.29%
A
50.AMZN

AMAZON COM INC

+1.0%
Value
$603K
Shares
2.5K
% Port
0.28%