Cedar Cove Wealth Partners, managed by SBE LLC, has filed a Form 13F-HR with the Securities and Exchange Commission detailing its equity holdings as of September 30, 2026. The filing reports that the firm holds 84 individual securities, with the total value of the portfolio listed as $0.
The portfolio is heavily weighted toward exchange-traded funds (ETFs). The largest holding is the Goldman Sachs ETF Trust Just Us Large Cap, which represents 387,728 shares. Other significant ETF positions include the iShares ESG EAFE ETF (248,418 shares), the SPDR S&P 500 ETF Trust (188,516 shares), and the VanEck Semiconductor ETF (18,618 shares).
Among individual stocks, the top holdings include Barings BDC Inc. (231,454 shares), Goldman Sachs BDC Inc. (211,445 shares), and Oaktree Specialty Lending Co. (133,596 shares). The filing also lists substantial positions in technology and healthcare companies, such as NVIDIA Corporation (6,175 shares), Eli Lilly & Co. (709 shares), and Snowflake Inc. (1,626 shares).
The report was signed by Michelle Eldridge, the Senior Compliance Officer for SBE LLC, and was filed on October 15, 2026.
