Cedrus Wealth Group LLC
CIK
2134767
Location
ANDOVER, MN
Portfolio Value
Micro
$65,042,758
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,114
/ 8,232
▲ 210
Top Industry
Asset Management
54.7%
3Y Alpha vs SPY
-57.5%
Period ended 2 months ago
Filed May 15, 2026 · 30d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-9.9%
SPY
+9.1%
Annualised alpha
-57.5%
Max drawdown
−24.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.3%
−13.6 pts
Top 5
69.4%
+6.6 pts
Top 10
82.8%
+3.4 pts
HHI
1,502
Moderately concentrated−459
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 45.0% | $29,295,441 |
| Unclassified | 25.2% | $16,365,857 |
| Basic Materials | 16.2% | $10,522,841 |
| Technology | 6.8% | $4,434,512 |
| Consumer Defensive | 3.2% | $2,070,581 |
| Industrials | 1.7% | $1,112,718 |
| Consumer Cyclical | 1.5% | $971,011 |
| Energy | 0.4% | $269,797 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPPP | Sprott Physical Platinum & Palladium Trust | +223,959 | 470,214 | $7,302,423 | |
| SPY | Spdr S&P 500 ETF Trust | +18,013 | 21,936 | $14,265,858 | |
| NVDA | Nvidia Corp | +1,018 | 9,958 | $1,736,675 | |
| V | Visa Inc. | +557 | 4,313 | $1,303,561 | |
| AAPL | Apple Inc. | +498 | 5,515 | $1,399,651 | |
| BRK-B | Berkshire Hathaway Inc | +345 | 2,829 | $1,355,656 | |
| MSFT | Microsoft Corp | +300 | 3,507 | $1,298,186 | |
| TSLA | Tesla, Inc. | +275 | 2,612 | $971,011 | |
| QQQ | Invesco Qqq Trust, Series 1 | +256 | 3,122 | $1,801,955 | |
| LIN | Linde PLC | +243 | 2,170 | $1,075,799 | |
| SLV | iShares Silver Trust | +156 | 4,374 | $298,044 | |
| URI | United Rentals, Inc. | +126 | 1,109 | $807,973 | |
| COST | Costco Wholesale Corp /New | +83 | 2,078 | $2,070,581 | |
| DE | Deere & Co | +1 | 541 | $304,745 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PSLV | Sprott Physical Silver Trust | −443,523 | 754,153 | $18,393,791 | |
| CDE | Coeur Mining, Inc. | −133,859 | 33,811 | $634,632 | |
| ASM | Avino Silver & Gold Mines Ltd | −132,415 | 340,769 | $2,153,660 | |
| PHYS | Sprott Physical Gold Trust | −97,942 | 26,524 | $940,010 | |
| BVN | Buenaventura Mining Co Inc | −67,174 | 24,923 | $898,224 | |
| AG | First Majestic Silver Corp | −25,379 | 78,998 | $1,696,877 | |
| PAAS | Pan American Silver Corp | −24,746 | 16,423 | $897,188 | |
| EXK | Endeavour Silver Corp | −452 | 15,293 | $142,377 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KGC | Kinross Gold Corp | 74,443 | $2,096,314 | |
| No positions match the current search. | ||||
24 positions ·
$65,042,758 total
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
Reduced | 754,153 | $18,393,791 | 28.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 21,936 | $14,265,858 | 21.93% | |
| SPPP |
Sprott Physical Platinum & Palladium Trust
Financial Services
|
Added | 470,214 | $7,302,423 | 11.23% | |
| SSRM |
Ssr Mining Inc.
Basic Materials
|
NEW | 102,860 | $3,024,084 | 4.65% | |
| ASM |
Avino Silver & Gold Mines Ltd
Basic Materials
|
Reduced | 340,769 | $2,153,660 | 3.31% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,078 | $2,070,581 | 3.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,122 | $1,801,955 | 2.77% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 9,958 | $1,736,675 | 2.67% | |
| AG |
First Majestic Silver Corp
Basic Materials
|
Reduced | 78,998 | $1,696,877 | 2.61% | |
| AAPL |
Apple Inc.
Technology
|
Added | 5,515 | $1,399,651 | 2.15% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,829 | $1,355,656 | 2.08% | |
| V |
Visa Inc.
Financial Services
|
Added | 4,313 | $1,303,561 | 2.00% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,507 | $1,298,186 | 2.00% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 2,170 | $1,075,799 | 1.65% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,612 | $971,011 | 1.49% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Reduced | 26,524 | $940,010 | 1.45% | |
| BVN |
Buenaventura Mining Co Inc
Basic Materials
|
Reduced | 24,923 | $898,224 | 1.38% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
Reduced | 16,423 | $897,188 | 1.38% | |
| URI |
United Rentals, Inc.
Industrials
|
Added | 1,109 | $807,973 | 1.24% | |
| CDE |
Coeur Mining, Inc.
Basic Materials
|
Reduced | 33,811 | $634,632 | 0.98% | |
| DE |
Deere & Co
Industrials
|
Added | 541 | $304,745 | 0.47% | |
| SLV |
iShares Silver Trust
|
Added | 4,374 | $298,044 | 0.46% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,304 | $269,797 | 0.41% | |
| EXK |
Endeavour Silver Corp
Basic Materials
|
Reduced | 15,293 | $142,377 | 0.22% |