Cedrus Wealth Group LLC

Registered adviser

CIK

2134767

Location

ANDOVER, MN

Portfolio Value

Small $114,511,435

Diversification

Diversified

Filing Date

Global Rank

#8,023 / 8,811 ▼ 12

Top Industry

Asset Management 35.8%

3Y Alpha vs SPY

-36.1%

Period ended 4 months ago

Filed Jul 30, 2026 · 3mo

3 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 334995

Roster of Oct 1, 2026

Regulatory AUM

$217,814,000

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$217,814,000	Individuals and high net worth (98%)
Aug 2025 to Mar 2026	$136,000,000	Individuals and high net worth (98%)
Apr 2025 to Jul 2025	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 67.1% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.2 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 94.1%; sector active share 61.5% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

51 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.6%

−4.6 pts

Top 5

43.9%

−12.5 pts

Top 10

67.1%

−5.4 pts

HHI

632

Diversified−303

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	33.2%	$38,047,271	21
Financial Services	25.8%	$29,495,777	5
Basic Materials	13.8%	$15,822,804	13
Consumer Defensive	11.3%	$12,970,038	4
Utilities	6.2%	$7,085,853	1
Industrials	3.8%	$4,301,326	2
Energy	3.7%	$4,223,225	1
Technology	1.9%	$2,130,599	3
Healthcare	0.4%	$434,542	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	+254,205	1,008,358	$19,027,715
SILJ		+147,514	244,977	$6,349,803
SPPP	Sprott Physical Platinum & Palladium Trust	+117,359	587,573	$7,315,283
ASM	Avino Silver & Gold Mines Ltd	+67,997	408,766	$2,591,576
CDE	Coeur Mining, Inc.	+33,333	67,144	$1,095,790
EXK	Endeavour Silver Corp	+18,973	34,266	$283,722
AG	First Majestic Silver Corp	+18,659	97,657	$1,656,262
PHYS	Sprott Physical Gold Trust	+7,090	33,614	$1,014,134
BLOK	Amplify Blockchain Technology ETF	+4,141	18,589	$1,164,229
RSP	Victory Portfolios II	+3,843	6,415	$1,364,919
BRK-B	Berkshire Hathaway Inc	+1,037	3,866	$1,934,507
BVN	Buenaventura Mining Co Inc	+525	25,448	$745,371
SLV	iShares Silver Trust	+50	4,424	$236,551
DE	Deere & Co	+35	576	$365,374
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
FSCC	Federated Hermes MDT Small Cap Core ETF	−48,949	6,488	$242,197
FEGE	First Eagle Global Equity ETF	−24,127	40,539	$1,983,167
SPY	Spdr S&P 500 ETF Trust	−12,172	9,764	$7,291,462
RECS	Columbia Research Enhanced Core ETF	−9,920	10,101	$437,171
NVDA	Nvidia Corp	−8,591	1,367	$273,523
RDVY	First Trust Rising Dividend Achievers ETF	−8,523	39,581	$3,208,435
IJR	iShares Core S&P Small-Cap ETF	−3,752	1,997	$296,175
V	Visa Inc.	−3,718	595	$204,138
MSFT	Microsoft Corp	−2,788	719	$268,201
AIRR	First Trust Exchange-Traded Fund VI	−2,132	1,850	$246,512
FTCS	First Trust Capital Strength ETF	−943	3,498	$328,532
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	−673	14,377	$620,223
FYX	First Trust Small Cap Core AlphaDEX Fund	−366	1,974	$284,848
FDL	First Trust Morningstar Dividend Leaders Index Fund	−353	9,159	$445,676
PAAS	Pan American Silver Corp	−284	16,139	$722,865
FNX	First Trust Mid Cap Core AlphaDEX Fund	−192	2,249	$329,141
LIN	Linde PLC	−94	2,076	$1,077,319
AAPL	Apple Inc.	−24	5,491	$1,588,875
COST	Costco Wholesale Corp	−18	2,060	$1,927,068
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
FTSM	First Trust Enhanced Short Maturity ETF	144,864	$8,652,726
KMB	Kimberly Clark Corp	70,413	$7,729,235
EIX	Edison International	95,176	$7,085,853
DK	Delek US Holdings, Inc.	83,118	$4,223,225
RCAT	Red Cat Holdings, Inc.	369,573	$3,935,952
CLX	Clorox Co	30,560	$2,916,646
LAC	Lithium Americas Corp.	626,518	$2,412,094
KGC	Kinross Gold Corp	101,192	$2,390,155
HL	Hecla Mining Co	148,743	$2,295,104
FXG	First Trust Consumer Staples AlphaDEX Fund	35,806	$2,242,171
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	8,242	$1,580,403
JNJ	Johnson & Johnson	1,711	$434,542
RSPS	Victory Portfolios II	13,648	$409,167
WMT	Walmart Inc.	3,506	$397,089
—		6,650	$333,763
AYA	Aya Gold & Silver Inc.	14,275	$270,368
SCZM	Santacruz Silver Mining Ltd.	31,479	$204,298
USAS	Americas Gold & Silver Corp	16,500	$77,880
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
SSRM	Ssr Mining Inc.	102,860	$3,024,084
FTRB	Federated Hermes Total Return Bond ETF	74,014	$1,861,082
QQQ	Invesco Qqq Trust, Series 1	3,122	$1,801,955
MFSG	MFS Active Growth ETF	52,324	$1,338,971
FLCG	Federated Hermes MDT Large Cap Growth ETF	37,034	$1,107,279
TSLA	Tesla, Inc.	2,612	$971,011
URI	United Rentals, Inc.	1,109	$807,973
JNK	State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	8,402	$804,239
SRLN	State Street(R) Blackstone Senior Loan ETF	9,451	$379,363
BKLN	Invesco Ltd.	18,517	$377,931
HYLB	Xtrackers USD High Yield Corporate Bond ETF	10,241	$370,314
CVX	Chevron Corp	1,304	$269,797
IWR	iShares Russell Mid-Cap ETF	10,178	$0
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	8,165	$0
TIP	iShares TIPS Bond ETF	7,400	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 tracked positions · $114,511,435 total · filing declares 51 positions · $114,512,792 · as of Jun 30, 2026

All sectors Basic Materials Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
PSLV	Sprott Physical Silver Trust Financial Services	Added	1,008,358	+254,205	$19,027,715	+3.4%	3	before history	16.62%
FTSM	First Trust Enhanced Short Maturity ETF	NEW	144,864	NEW	$8,652,726	NEW	1	$59.86	7.56%
KMB	Kimberly Clark Corp Consumer Defensive	NEW	70,413	NEW	$7,729,235	NEW	1	$99.11	6.75%
SPPP	Sprott Physical Platinum & Palladium Trust Financial Services	Added	587,573	+117,359	$7,315,283	+0.2%	3	before history	6.39%
SPY	Spdr S&P 500 ETF Trust	Reduced	9,764	-12,172	$7,291,462	−48.9%	3	before history	6.37%
EIX	Edison International Utilities	NEW	95,176	NEW	$7,085,853	NEW	1	$71.32	6.19%
SILJ		Added	244,977	+147,514	$6,349,803	+119.2%	3	before history	5.55%
DK	Delek US Holdings, Inc. Energy	NEW	83,118	NEW	$4,223,225	NEW	1	$44.37	3.69%
RCAT	Red Cat Holdings, Inc. Industrials	NEW	369,573	NEW	$3,935,952	NEW	1	$11.52	3.44%
RDVY	First Trust Rising Dividend Achievers ETF	Reduced	39,581	-8,523	$3,208,435	−2.3%	3	before history	2.80%
CLX	Clorox Co Consumer Defensive	NEW	30,560	NEW	$2,916,646	NEW	1	$95.99	2.55%
ASM	Avino Silver & Gold Mines Ltd Basic Materials	Added	408,766	+67,997	$2,591,576	+20.3%	3	before history	2.26%
LAC	Lithium Americas Corp. Basic Materials	NEW	626,518	NEW	$2,412,094	NEW	1	$4.76	2.11%
KGC	Kinross Gold Corp Basic Materials	NEW	101,192	NEW	$2,390,155	NEW	1	$29.39	2.09%
HL	Hecla Mining Co Basic Materials	NEW	148,743	NEW	$2,295,104	NEW	1	$17.57	2.00%
FXG	First Trust Consumer Staples AlphaDEX Fund	NEW	35,806	NEW	$2,242,171	NEW	1	$62.77	1.96%
FEGE	First Eagle Global Equity ETF	Reduced	40,539	-24,127	$1,983,167	−34.7%	3	before history	1.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,866	+1,037	$1,934,507	+42.7%	3	before history	1.69%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	2,060	-18	$1,927,068	−6.9%	3	before history	1.68%
AG	First Majestic Silver Corp Basic Materials	Added	97,657	+18,659	$1,656,262	−2.4%	3	before history	1.45%
AAPL	Apple Inc. Technology	Reduced	5,491	-24	$1,588,875	+13.5%	3	before history	1.39%
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	NEW	8,242	NEW	$1,580,403	NEW	1	$187.82	1.38%
RSP	Victory Portfolios II	Added	6,415	+3,843	$1,364,919	+176.5%	3	before history	1.19%
BLOK	Amplify Blockchain Technology ETF	Added	18,589	+4,141	$1,164,229	+61.8%	3	before history	1.02%
CDE	Coeur Mining, Inc. Basic Materials	Added	67,144	+33,333	$1,095,790	+72.7%	3	before history	0.96%
LIN	Linde PLC Basic Materials	Reduced	2,076	-94	$1,077,319	+0.1%	3	before history	0.94%
PHYS	Sprott Physical Gold Trust Financial Services	Added	33,614	+7,090	$1,014,134	+7.9%	3	before history	0.89%
BVN	Buenaventura Mining Co Inc Basic Materials	Added	25,448	+525	$745,371	−17.0%	3	before history	0.65%
PAAS	Pan American Silver Corp Basic Materials	Reduced	16,139	-284	$722,865	−19.4%	3	before history	0.63%
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	Reduced	14,377	-673	$620,223	+4.5%	3	before history	0.54%
FDL	First Trust Morningstar Dividend Leaders Index Fund	Reduced	9,159	-353	$445,676	−7.8%	3	before history	0.39%
RECS	Columbia Research Enhanced Core ETF	Reduced	10,101	-9,920	$437,171	−44.0%	3	before history	0.38%
JNJ	Johnson & Johnson Healthcare	NEW	1,711	NEW	$434,542	NEW	1	$233.06	0.38%
RSPS	Victory Portfolios II	NEW	13,648	NEW	$409,167	NEW	1	$29.78	0.36%
WMT	Walmart Inc. Consumer Defensive	NEW	3,506	NEW	$397,089	NEW	1	$124.14	0.35%
DE	Deere & Co Industrials	Added	576	+35	$365,374	+19.9%	3	before history	0.32%
		NEW	6,650	NEW	$333,763	NEW	1	$59.19	0.29%
FNX	First Trust Mid Cap Core AlphaDEX Fund	Reduced	2,249	-192	$329,141	+5.1%	3	before history	0.29%
FTCS	First Trust Capital Strength ETF	Reduced	3,498	-943	$328,532	−20.2%	3	before history	0.29%
IJR	iShares Core S&P Small-Cap ETF	Reduced	1,997	-3,752	$296,175	—	3	before history	0.26%
FYX	First Trust Small Cap Core AlphaDEX Fund	Reduced	1,974	-366	$284,848	+2.0%	3	before history	0.25%
EXK	Endeavour Silver Corp Basic Materials	Added	34,266	+18,973	$283,722	+99.3%	3	before history	0.25%
NVDA	Nvidia Corp Technology	Reduced	1,367	-8,591	$273,523	−84.3%	3	before history	0.24%
AYA	Aya Gold & Silver Inc. Basic Materials	NEW	14,275	NEW	$270,368	NEW	1	$18.28	0.24%
MSFT	Microsoft Corp Technology	Reduced	719	-2,788	$268,201	−79.3%	3	before history	0.23%
AIRR	First Trust Exchange-Traded Fund VI	Reduced	1,850	-2,132	$246,512	−44.1%	3	before history	0.22%
FSCC	Federated Hermes MDT Small Cap Core ETF	Reduced	6,488	-48,949	$242,197	−85.3%	3	before history	0.21%
SLV	iShares Silver Trust	Added	4,424	+50	$236,551	−20.6%	3	before history	0.21%
SCZM	Santacruz Silver Mining Ltd. Basic Materials	NEW	31,479	NEW	$204,298	NEW	1	$7.98	0.18%
V	Visa Inc. Financial Services	Reduced	595	-3,718	$204,138	−84.3%	3	before history	0.18%

Showing the top 50 of 51 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.