§ 13F · FUND PROFILE
SBE LLC DBA CEDAR COVE WEALTH PARTNERS.
AUM · $213M (13F)Positions · 91Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$26M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JUST | GOLDMAN SACHS ETF TR | 391K | $42M | 19.6% | −1% |
| 2 | DMXF | ISHARES TR | 246K | $21M | 9.8% | +4% |
| 3 | SPYM | SPDR SERIES TRUST | 196K | $17M | 8.1% | NEW |
| 4 | SMH | VANECK ETF TRUST | 13K | $8M | 3.9% | −8% |
| 5 | NODE | VANECK FDS | 187K | $8M | 3.8% | −8% |
| 6 | SMTH | ALPS ETF TR | 284K | $7M | 3.4% | +30% |
| 7 | VOLT | TEMA ETF TRUST | 124K | $5M | 2.4% | +152% |
| 8 | GRID | FIRST TR EXCHANGE-TRADED FD | 27K | $5M | 2.4% | +149% |
| 9 | DCRE | DOUBLELINE ETF TRUST | 98K | $5M | 2.4% | +4% |
| 10 | GDX | VANECK ETF TRUST | 62K | $5M | 2.2% | +17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SBE SIGNAL
AC read
SBE LLC DBA CEDAR COVE WEALTH PARTNERS is a Other fund managing $213 million in assets. The fund runs a portfolio of 91 positions.
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