Cedrus Wealth Group LLC

CIK

2134767

Location

ANDOVER, MN

Portfolio Value

Small $114,511,435

Diversification

Diversified

Filing Date

Global Rank

#8,097 / 8,797 ▼ 50 · as of Jun 2026

Top Industry

Asset Management 35.8%

3Y Alpha vs SPY

-37.3%

Period ended 3 months ago

Filed Jul 30, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

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

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Portfolio Concentration

44 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	14
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
AIEQ	Amplify AI Powered Equity ETF	+151,655	263,566	$7,514,032
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
FAB	First Trust Multi Cap Value AlphaDEX Fund	+35,248	40,029	$2,856,160
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
ABI	VictoryShares Pioneer Asset-Based Income ETF	+17,491	20,063	$1,774,086
PHYS	Sprott Physical Gold Trust	+7,090	33,614	$1,014,134
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

14 positions

Ticker	Company	Δ Shares	Shares	Value
FCSH	Federated Hermes Short Duration Corporate ETF	−159,997	6,488	$242,197
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−29,495	1,997	$296,175
ACVT	Advent Convertible Bond ETF	−24,127	40,539	$1,983,167
SPY	Spdr S&P 500 ETF Trust	−12,172	9,764	$7,291,462
AIRR	First Trust RBA American Industrial Renaissance ETF	−11,328	55,808	$4,075,170
AAAC	Columbia AAA CLO ETF	−9,920	10,101	$437,171
NVDA	Nvidia Corp	−8,591	1,367	$273,523
V	Visa Inc.	−3,718	595	$204,138
MSFT	Microsoft Corp	−2,788	719	$268,201
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−1,296	12,657	$774,208
PAAS	Pan American Silver Corp	−284	16,139	$722,865
LIN	Linde PLC	−94	2,076	$1,077,319
AAPL	Apple Inc.	−24	5,491	$1,588,875
COST	Costco Wholesale Corp /New	−18	2,060	$1,927,068
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
CAAA	First Trust AAA CMBS 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 /De/	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/De/	148,743	$2,295,104
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	8,242	$1,580,403
JNJ	Johnson & Johnson	1,711	$434,542
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

10 positions

Ticker	Company	Shares	Value
SSRM	Ssr Mining Inc.	102,860	$3,024,084
QQQ	Invesco Qqq Trust, Series 1	3,122	$1,801,955
BRCE	MFS Blended Research Core Equity ETF	52,324	$1,338,971
TSLA	Tesla, Inc.	2,612	$971,011
URI	United Rentals, Inc.	1,109	$807,973
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	8,402	$804,239
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	9,451	$379,363
IVZ	Invesco Ltd.	18,517	$377,931
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	10,241	$370,314
CVX	Chevron Corp	1,304	$269,797
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PSLV	Sprott Physical Silver Trust Financial Services	Added	1,008,358	+254,205	$19,027,715	+3.4%	16.62%
CAAA	First Trust AAA CMBS ETF	NEW	144,864	NEW	$8,652,726	NEW	7.56%
KMB	Kimberly Clark Corp Consumer Defensive	NEW	70,413	NEW	$7,729,235	NEW	6.75%
AIEQ	Amplify AI Powered Equity ETF	Added	263,566	+151,655	$7,514,032	+107.8%	6.56%
SPPP	Sprott Physical Platinum & Palladium Trust Financial Services	Added	587,573	+117,359	$7,315,283	+0.2%	6.39%
SPY	Spdr S&P 500 ETF Trust	Reduced	9,764	-12,172	$7,291,462	−48.9%	6.37%
EIX	Edison International Utilities	NEW	95,176	NEW	$7,085,853	NEW	6.19%
DK	Delek US Holdings, Inc. Energy	NEW	83,118	NEW	$4,223,225	NEW	3.69%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	55,808	-11,328	$4,075,170	−5.6%	3.56%
RCAT	Red Cat Holdings, Inc. Industrials	NEW	369,573	NEW	$3,935,952	NEW	3.44%
CLX	Clorox Co /De/ Consumer Defensive	NEW	30,560	NEW	$2,916,646	NEW	2.55%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Added	40,029	+35,248	$2,856,160	+382.2%	2.49%
ASM	Avino Silver & Gold Mines Ltd Basic Materials	Added	408,766	+67,997	$2,591,576	+20.3%	2.26%
LAC	Lithium Americas Corp. Basic Materials	NEW	626,518	NEW	$2,412,094	NEW	2.11%
KGC	Kinross Gold Corp Basic Materials	NEW	101,192	NEW	$2,390,155	NEW	2.09%
HL	Hecla Mining Co/De/ Basic Materials	NEW	148,743	NEW	$2,295,104	NEW	2.00%
ACVT	Advent Convertible Bond ETF	Reduced	40,539	-24,127	$1,983,167	−34.7%	1.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,866	+1,037	$1,934,507	+42.7%	1.69%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,060	-18	$1,927,068	−6.9%	1.68%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	20,063	+17,491	$1,774,086	+259.4%	1.55%
AG	First Majestic Silver Corp Basic Materials	Added	97,657	+18,659	$1,656,262	−2.4%	1.45%
AAPL	Apple Inc. Technology	Reduced	5,491	-24	$1,588,875	+13.5%	1.39%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	NEW	8,242	NEW	$1,580,403	NEW	1.38%
CDE	Coeur Mining, Inc. Basic Materials	Added	67,144	+33,333	$1,095,790	+72.7%	0.96%
LIN	Linde PLC Basic Materials	Reduced	2,076	-94	$1,077,319	+0.1%	0.94%
PHYS	Sprott Physical Gold Trust Financial Services	Added	33,614	+7,090	$1,014,134	+7.9%	0.89%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	12,657	-1,296	$774,208	−13.5%	0.68%
BVN	Buenaventura Mining Co Inc Basic Materials	Added	25,448	+525	$745,371	−17.0%	0.65%
PAAS	Pan American Silver Corp Basic Materials	Reduced	16,139	-284	$722,865	−19.4%	0.63%
AAAC	Columbia AAA CLO ETF	Reduced	10,101	-9,920	$437,171	−44.0%	0.38%
JNJ	Johnson & Johnson Healthcare	NEW	1,711	NEW	$434,542	NEW	0.38%
WMT	Walmart Inc. Consumer Defensive	NEW	3,506	NEW	$397,089	NEW	0.35%
DE	Deere & Co Industrials	Added	576	+35	$365,374	+19.9%	0.32%
		NEW	6,650	NEW	$333,763	NEW	0.29%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	1,997	-29,495	$296,175	—	0.26%
EXK	Endeavour Silver Corp Basic Materials	Added	34,266	+18,973	$283,722	+99.3%	0.25%
NVDA	Nvidia Corp Technology	Reduced	1,367	-8,591	$273,523	−84.3%	0.24%
AYA	Aya Gold & Silver Inc. Basic Materials	NEW	14,275	NEW	$270,368	NEW	0.24%
MSFT	Microsoft Corp Technology	Reduced	719	-2,788	$268,201	−79.3%	0.23%
FCSH	Federated Hermes Short Duration Corporate ETF	Reduced	6,488	-159,997	$242,197	−94.8%	0.21%
SLV	iShares Silver Trust	Added	4,424	+50	$236,551	−20.6%	0.21%
SCZM	Santacruz Silver Mining Ltd. Basic Materials	NEW	31,479	NEW	$204,298	NEW	0.18%
V	Visa Inc. Financial Services	Reduced	595	-3,718	$204,138	−84.3%	0.18%
USAS	Americas Gold & Silver Corp Basic Materials	NEW	16,500	NEW	$77,880	NEW	0.07%

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.