Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

SBE LLC DBA CEDAR COVE WEALTH PARTNERS 13F Holdings -- Portfolio & Top Positions (2026-06-30)

SBE LLC DBA CEDAR COVE WEALTH PARTNERS (CIK 2111343) reported $212.8M across 91 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JUST ($41.7M, 19.61%), DMXF ($20.8M, 9.77%), SPLG ($17.3M, 8.11%), SMH ($8.2M, 3.86%), NODE ($8.1M, 3.81%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1JUSTGOLDMAN SACHS ETF TR$41.7M19.61%391,112Trimmed
2DMXFISHARES TR$20.8M9.77%245,699Added
3SPLGSPDR SERIES TRUST$17.3M8.11%196,397New
4SMHVANECK ETF TRUST$8.2M3.86%12,536Trimmed
5NODEVANECK FDS$8.1M3.81%186,941Trimmed
6SMTHALPS ETF TR$7.3M3.44%284,270Added
7VOLTTEMA ETF TRUST$5.2M2.45%124,234Added
8GRIDFIRST TR EXCHANGE-TRADED FD$5.2M2.42%26,858Added
9DCREDOUBLELINE ETF TRUST$5.1M2.39%98,390Added
10GDXVANECK ETF TRUST$4.7M2.20%61,949Added
11PINKSIMPLIFY EXCHANGE TRADED FUN$4.4M2.07%112,680Added
12URNMSPROTT FDS TR$4.3M2.02%81,708Added
13JPSTJ P MORGAN EXCHANGE TRADED F$4.2M1.99%83,719Trimmed
14ESGDISHARES TR$4.1M1.94%40,118Trimmed
15IBOTVANECK ETF TRUST$3.8M1.78%54,972Trimmed
16SCHGSCHWAB STRATEGIC TR$3.3M1.56%98,029Trimmed
17EWZISHARES INC$3.3M1.54%94,826Added
18LFSCRBB FD INC$3.2M1.49%70,126Added
19NUSCNUSHARES ETF TR$3.1M1.45%59,252Added
20CEFSPROTT ASSET MANAGEMENT LP$2.8M1.31%69,439New
21NMBLTIDAL TRUST III$2.6M1.21%124,180Added
22IBTHISHARES TR$2.2M1.06%100,519New
23NULGNUSHARES ETF TR$2.2M1.03%18,707Trimmed
24RYTINVESCO EXCHANGE TRADED FD T$2.0M0.96%31,661Trimmed
25EMCRDBX ETF TR$2.0M0.95%45,422Trimmed

Source: SEC Form 13F filings · as of 2026-06-30