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MICHELLE ELDRIDGE

Sbe Llc Dba Cedar Cove Wealth Partners

Assets Managed
$190.574M
Holdings
88
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-0.39%(2Q avg: -0.19%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sbe Llc Dba Cedar Cove Wealth Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Sbe Llc Dba Cedar Cove Wealth Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 190.574M in assets, with a quarterly growth rate of -0.39% and a 2-quarter average growth rate of -0.19%. The portfolio is managed by MICHELLE ELDRIDGE, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JUST
Goldman Sachs Just Us Lrg
Recent Activity
Increased 7.92%
19.12%
$36.425M
393,803 shares@ $92.5 avg price
DMXF
Ishares Esg Advanc Msci Eafe
Recent Activity
Increased 0.66%
9.4%
$17.907M
237,333 shares@ $75.45 avg price
TSEL
Touchstone Sands Sel Gr Etf
Recent Activity
Increased 18.93%
7.61%
$14.486M
585,952 shares@ $24.73 avg price
NODE
Vaneck Onchain Economy Etf
Recent Activity
Increased 42.05%
3.46%
$6.591M
203,600 shares@ $32.38 avg price
SMTH
Alps Smth Cor Bd Plus Etf
Recent Activity
Increased 6.76%
2.96%
$5.623M
218,318 shares@ $25.76 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Decreased -11.21%
2.74%
$5.217M
13,606 shares@ $383.41 avg price
RSPS
Invesco S&p 500 Equal Weight
Recent Activity
New Position
2.67%
$5.087M
172,457 shares@ $29.51 avg price
BSCQ
Invesco Bulletshares 2026 Cb
Recent Activity
Decreased -7.74%
2.62%
$4.99M
255,488 shares@ $19.54 avg price
DCRE
Doubleline Comm Rl Est Etf
Recent Activity
Increased 8.66%
2.58%
$4.901M
94,331 shares@ $51.96 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Increased 60.64%
2.55%
$4.856M
52,920 shares@ $91.77 avg price

1-10 of 88