Institutions / Sbe LLC Dba Cedar Cove Wealth Partners

Sbe LLC Dba Cedar Cove Wealth Partners

CIK 2111343 · Institution · as of Dec 31, 2025

Portfolio value

$191.33M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 88 →

Company	Class	Value	Shares	% of portfolio
Goldman Sachs ETF Tr	—	$35.28M	364,906	18.4%
iShares MSCI UAE ETF	—	$17.72M	235,791	9.3%
Touchstone ETF Trust	—	$13.97M	492,718	7.3%
Sprott Asset Management LP	—	$6.90M	150,762	3.6%
Invesco Exchange Traded Fd T	—	$6.33M	94,357	3.3%
iShares Inc	—	$5.85M	72,422	3.1%
VanEck ETF Trust	—	$5.52M	15,324	2.9%
Invesco Exch Trd Slf Idx Fd	—	$5.42M	276,941	2.8%
Alps ETF Tr	—	$5.33M	204,501	2.8%
VanEck Fds	—	$4.98M	143,339	2.6%
Doubleline ETF Trust	—	$4.51M	86,814	2.4%
Sprott Fds Tr	—	$4.31M	78,500	2.3%
J P Morgan Exchange Traded F	—	$4.01M	79,255	2.1%
iShares Tr	—	$3.96M	41,677	2.1%
Simplify Exchange Traded Fun	—	$3.96M	108,114	2.1%
Schwab Strategic Tr	—	$3.57M	109,581	1.9%
iShares Inc	—	$3.18M	100,149	1.7%
VanEck ETF Trust	—	$2.83M	32,944	1.5%
Nushares ETF Tr	—	$2.57M	57,527	1.3%
Invesco Exch Trd Slf Idx Fd	—	$2.33M	99,693	1.2%
Tidal Trust III	—	$2.25M	113,427	1.2%
Invesco Exch Trd Slf Idx Fd	—	$2.12M	107,560	1.1%
Nushares ETF Tr	—	$2.04M	20,903	1.1%
Invesco Exchange Traded Fd T	—	$1.84M	40,464	1.0%
iShares Tr	—	$1.81M	2,645	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.