account_balance

Investment manager · 13F filer · SEC CIK 2111343

Sbe LLC Dba Cedar Cove Wealth Partners

Reported value$211Mas of Sep 30, 2026
Positions84 4 new, 11 sold out
Top 10 weight60.4%JUST alone is 20%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JUST Goldman Sachs ETF Tr 20.0% Held
DMXF iShares Tr 9.9% Held
SPYM SPDR Series Trust 8.0% Trimmed −4%
SMH Vaneck ETF Trust 5.4% Added +49%
SMTH Alps ETF Tr 3.4% Added +3%
NODE Vaneck FDS 3.3% Trimmed −4%
URNM Sprott FDS Tr 3.0% Added +63%
GDX Vaneck ETF Trust 2.6% Added +2%
GRID First Tr Exchange-Traded Fd 2.4% Added +9%
VOLT Tema ETF Trust 2.3% Added +11%
JPST J P Morgan Exchange Traded F 2.1% Added +7%
PINK Simplify Exchange Traded Fun 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 21, 2026 filing
add_circleNew
arrow_upwardAdded
  • URNM +63%
  • TSM +58%
  • SMH +49%
  • CEF +12%
arrow_downwardTrimmed
  • DCRE −20%
  • MRVL −15%
  • NULG −11%
  • LFSC −9%
remove_circleSold out
  • EWZ $3.27M
  • IBTH $2.25M
  • RSPT $2.04M
  • ORCL $490K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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