StockDriftsStockDriftsTop 50 Sbe LLC Dba Cedar Cove Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JUST | GOLDMAN SACHS ETF TR | 19.61% | 391.1K | $41.7M | -0.68%(-2.69K) | $95.20(+16.87%) | 2026-06-30 | |
| DMXF | ISHARES TR | 9.77% | 245.7K | $20.8M | +3.53%(+8.37K) | $75.56(+14.64%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 8.11% | 196.4K | $17.3M | new | $81.13(+12.22%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 3.86% | 12.5K | $8.2M | -7.86%(-1.07K) | $343.24(+68.01%) | 2026-06-30 | |
| NODE | VANECK FDS | 3.81% | 186.9K | $8.1M | -8.18%(-16.66K) | $36.58(+2.42%) | 2026-06-30 | |
| SMTH | ALPS ETF TR | 3.44% | 284.3K | $7.3M | +30.21%(+65.95K) | $26.01(-2.39%) | 2026-06-30 | |
| VOLT | TEMA ETF TRUST | 2.45% | 124.2K | $5.2M | +152.11%(+74.96K) | $35.16(+8.92%) | 2026-06-30 | |
| GRID | FIRST TR EXCHANGE-TRADED FD | 2.42% | 26.9K | $5.2M | +149.01%(+16.07K) | $168.09(+11.84%) | 2026-06-30 | |
| DCRE | DOUBLELINE ETF TRUST | 2.39% | 98.4K | $5.1M | +4.30%(+4.06K) | $51.98(-0.92%) | 2026-06-30 | |
| GDX | VANECK ETF TRUST | 2.2% | 61.9K | $4.7M | +17.06%(+9.03K) | $83.50(+8.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.54% |
Sbe LLC Dba Cedar Cove Wealth Partners reports $212.83M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are JUST (19.6%), DMXF (9.8%) and SPYM (8.1%). The top 20 holdings account for 75.21% of reported assets. Its disclosed equity book has returned +11.03% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sbe LLC Dba Cedar Cove Wealth Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111343). View Sbe LLC Dba Cedar Cove Wealth Partners’s 13F filings on SEC