Cedrus Wealth Group LLC

CIK

2134767

Location

ANDOVER, MN

Portfolio Value

Micro $2,070,581

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,462 / 8,586 ▲ 92

Top Industry

Asset Management 54.7%

3Y Alpha vs SPY

-56.1%

Period ended 3 months ago

Filed May 15, 2026 · 32d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-6.6%

SPY

+11.2%

Annualised alpha

-56.0%

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, 2025

Top 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	Positions
Financial Services	45.0%	$29,295,441	5
Unclassified	25.2%	$16,365,857	3
Basic Materials	16.2%	$10,522,841	8
Technology	6.8%	$4,434,512	3
Consumer Defensive	3.2%	$2,070,581	1
Industrials	1.7%	$1,112,718	2
Consumer Cyclical	1.5%	$971,011	1
Energy	0.4%	$269,797	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
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
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.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SSRM	Ssr Mining Inc.	102,860	$3,024,084
CVX	Chevron Corp	1,304	$269,797
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.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $2,070,581 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,078	+83	$2,070,581	+20.4%	100.00%