Sbe LLC Dba Cedar Cove Wealth Partners holds a focused book of 91 stocks worth $212.8M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Ste STR SPDR PT S&P 500 ETF and trimmed Goldman Sachs Just US LRG. Their largest long position is Goldman Sachs Just US LRG at 20% of the equity book. Cloning the disclosed picks since 2026 would be +7% (+17.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2111343/holdings"
Use Arkolith to show SBE LLC DBA CEDAR COVE WEALTH PARTNERS's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.9 points over this window.
Growth of $10,000 cloning Sbe LLC Dba Cedar Cove Wealth Partners's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs ETF TR JUST US LRG CP | $41.7M | 391.1K | 19.6% | ▼−0.7% Reduced · −3K sh | |
| 2 | Ishares TR ESG EAFE ETF | $20.8M | 245.7K | 9.8% | ▲+3.5% Added · +8K sh | |
| 3 | SPDR Series Trust ST STR P500ETF | $17.3M | 196.4K | 8.1% | ▲New New position | |
| 4 | Vaneck ETF Trust SEMICONDUCTR ETF | $8.2M | 12.5K | 3.9% | ▼−7.9% Reduced · −1K sh | |
| 5 | Vaneck FDS ONCHAIN ECONOMY | $8.1M | 186.9K | 3.8% | ▼−8.2% Reduced · −17K sh | |
| 6 | ALPS ETF TR SMITH CORE PLUS | $7.3M | 284.3K | 3.4% | ▲+30% Added · +66K sh | |
| 7 | Tema ETF Trust ELECTRIFICATION | $5.2M | 124.2K | 2.4% | ▲+152% Added · +75K sh | |
| 8 | First TR Exchange-Traded FD NASDQ CLN EDGE | $5.2M | 26.9K | 2.4% | ▲+149% Added · +16K sh | |
| 9 | Doubleline ETF Trust COMMERCIAL REAL | $5.1M | 98.4K | 2.4% | ▲+4.3% Added · +4K sh | |
| 10 | Vaneck ETF Trust GOLD MINERS ETF | $4.7M | 61.9K | 2.2% | ▲+17% Added · +9K sh | |
| 11 | Simplify Exchange Traded Fun HEALTH CARE ETF | $4.4M | 112.7K | 2.1% | ▲+1.0% Added · +1K sh | |
| 12 | Sprott FDS TR URANI MINER ETF | $4.3M | 81.7K | 2.0% | ▲+322% Added · +62K sh | |
| 13 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $4.2M | 83.7K | 2.0% | ▼−0.4% Reduced · −328 sh | |
| 14 | Ishares TR ESG AW MSCI EAFE | $4.1M | 40.1K | 1.9% | ▼−2.2% Reduced · −920 sh | |
| 15 | Vaneck ETF Trust ROBOTICS ETF | $3.8M | 55.0K | 1.8% | ▼−0.9% Reduced · −509 sh | |
| 16 | Schwab Strategic TR US LCAP GR ETF | $3.3M | 98.0K | 1.6% | ▼−7.9% Reduced · −8K sh | |
| 17 | Ishares Inc MSCI BRAZIL ETF | $3.3M | 94.8K | 1.5% | ▲+10% Added · +9K sh | |
| 18 | RBB FD Inc F M EME LIFE ETF | $3.2M | 70.1K | 1.5% | ▲+0.2% Added · +132 sh | |
| 19 | Nushares ETF TR NUVEEN ESG SMLCP | $3.1M | 59.3K | 1.5% | ▲+1.6% Added · +917 sh | |
| 20 | Sprott Asset Management LP PHYSICAL GOLD AN | $2.8M | 69.4K | 1.3% | ▲New New position | |
| 21 | Tidal Trust III NOVA FLEX AL ETF | $2.6M | 124.2K | 1.2% | ▲+1.6% Added · +2K sh | |
| 22 | Ishares TR IBONDS 27 TRM TS | $2.2M | 100.5K | 1.1% | ▲New New position | |
| 23 | Nushares ETF TR NUVEEN ESG LRGCP | $2.2M | 18.7K | 1.0% | ▼−3.4% Reduced · −659 sh | |
| 24 | Invesco Exchange Traded FD T S&P500 EQL TEC | $2.0M | 31.7K | 1.0% | ▼−19% Reduced · −8K sh | |
| 25 | DBX ETF TR XTKR EMGRIN MKTS | $2.0M | 45.4K | 1.0% | ▼−3.4% Reduced · −2K sh | |
| 26 | Goldman Sachs BDC Inc SHS | $1.9M | 202.8K | 0.9% | ▲+5.8% Added · +11K sh | |
| 27 | Barings BDC Inc COM | $1.9M | 218.8K | 0.9% | ▲+8.3% Added · +17K sh | |
| 28 | Apple Inc COM | $1.8M | 6.3K | 0.9% | ▼−1.3% Reduced · −81 sh | |
| 29 | Ishares TR ESG ADVAN ETF | $1.8M | 40.6K | 0.8% | ▲+6.5% Added · +2K sh | |
| 30 | Oaktree Specialty Lending COM | $1.6M | 129.9K | 0.7% | ▲+2.9% Added · +4K sh | |
| 31 | Runway Growth Finance Corp COM | $1.5M | 275.5K | 0.7% | ▲+26% Added · +57K sh | |
| 32 | Nvidia Corporation COM | $1.2M | 6.2K | 0.6% | ▲+4.3% Added · +253 sh | |
| 33 | Schwab Strategic TR US LCAP VA ETF | $1.2M | 34.4K | 0.6% | ▼−4.1% Reduced · −1K sh | |
| 34 | Quanta Svcs Inc COM | $1.1M | 1.6K | 0.5% | ▲+2.2% Added · +34 sh | |
| 35 | Ishares TR CORE S&P500 ETF | $1.1M | 1.5K | 0.5% | ▼−42% Reduced · −1K sh | |
| 36 | Applied Matls Inc COM | $955K | 1.3K | 0.4% | ▼−15% Reduced · −233 sh | |
| 37 | Pimco ETF TR ENHANCD SHORT | $955K | 9.6K | 0.4% | ▲+5.3% Added · +488 sh | |
| 38 | Nushares ETF TR NUVEEN ESG LRGVL | $932K | 18.6K | 0.4% | ▼−0.4% Reduced · −74 sh | |
| 39 | Ishares TR RUS 1000 VAL ETF | $927K | 3.8K | 0.4% | ▼−0.5% Reduced · −21 sh | |
| 40 | Amcor PLC COM NEW | $847K | 19.5K | 0.4% | —Held | |
| 41 | Arista Networks Inc COM SHS | $811K | 4.8K | 0.4% | ▼−6.2% Reduced · −318 sh | |
| 42 | Alphabet Inc CAP STK CL A | $811K | 2.3K | 0.4% | ▲+3.9% Added · +86 sh | |
| 43 | Eli Lilly & Co COM | $792K | 661 | 0.4% | ▼−3.2% Reduced · −22 sh | |
| 44 | Ishares TR MSCI ACWI EX US | $725K | 9.5K | 0.3% | ▼−7.2% Reduced · −735 sh | |
| 45 | Palo Alto Networks Inc COM | $698K | 2.0K | 0.3% | ▼−9.5% Reduced · −216 sh | |
| 46 | United Rentals Inc COM | $686K | 606 | 0.3% | ▼−3.6% Reduced · −23 sh | |
| 47 | Ishares TR RUS 1000 GRW ETF | $659K | 5.3K | 0.3% | ▲+287% Added · +4K sh | |
| 48 | Ishares TR ENVIR AWR RL EST | $650K | 22.5K | 0.3% | ▲+5.1% Added · +1K sh | |
| 49 | Marvell Technology Inc COM | $618K | 2.1K | 0.3% | ▼−6.2% Reduced · −137 sh | |
| 50 | Amazon Com Inc COM | $603K | 2.5K | 0.3% | ▲+0.9% Added · +24 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.