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Cedrus Wealth Group

Latest statistics and disclosures from Cedrus Wealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are PSLV, FTSM, KMB, SPPP, SPY, and represent 43.68% of Cedrus Wealth Group's stock portfolio.
Added to shares of these 10 stocks: FTSM (+$8.7M), KMB (+$7.7M), EIX (+$7.1M), SPY, SPPP, DK, RCAT, SILJ, CLX, LAC.
Started 17 new stock positions in EIX, HL, AYA, RCAT, FTSM, CLX, USAS, RSPS, DK, SCZM. GRID, LAC, SLVR, KMB, WMT, JNJ, FXG.
Reduced shares in these 10 stocks: , PSLV, PHYS, BVN, FTRB, QQQ, FSCC, MFSG, CDE, NVDA.
Sold out of its positions in HYLB, FTRB, FLCG, QQQ, BKLN, TIP, IWR, HYG, MFSG, SRLN. JNK, XLE, TSLA, URI.
Cedrus Wealth Group was a net buyer of stock by $12M.
Cedrus Wealth Group has $115M in assets under management (AUM), dropping by 5.61%.
Central Index Key (CIK): 0002134767

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Portfolio Holdings for Cedrus Wealth Group

Cedrus Wealth Group holds 51 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Sprott Asset Management Physical Silver (PSLV)	16.6	$19M	-15%	1.0M	18.87	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	7.6	$8.7M	NEW	145k	59.73	View chart
Kimberly-Clark Corporation (KMB)	6.7	$7.7M	NEW	70k	109.77	View chart
Sprott Asset Management Physical Platinu (SPPP)	6.4	$7.3M	+138%	588k	12.45	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	6.4	$7.3M	+148%	9.8k	746.77	View chart
Edison International (EIX)	6.2	$7.1M	NEW	95k	74.45	View chart
Amplify Etf Tr Jr Silv Mine Etf (SILJ)	5.5	$6.3M	+92%	245k	25.92	View chart
Delek Us Holdings (DK)	3.7	$4.2M	NEW	83k	50.81	View chart
Red Cat Hldgs (RCAT)	3.4	$3.9M	NEW	370k	10.65	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.8	$3.2M	-12%	40k	81.06	View chart
Clorox Company (CLX)	2.5	$2.9M	NEW	31k	95.44	View chart
AVINO SILVER & GOLD Mines Lt (ASM)	2.3	$2.6M	-13%	409k	6.34	View chart
Lithium Amers Corp Com Shs (LAC)	2.1	$2.4M	NEW	627k	3.85	View chart
Kinross Gold Corp (KGC)	2.1	$2.4M	+35%	101k	23.62	View chart
Hecla Mining Company (HL)	2.0	$2.3M	NEW	149k	15.43	View chart
First Tr Exchange-traded Consumr Staple (FXG)	2.0	$2.2M	NEW	36k	62.62	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	1.7	$2.0M	-41%	41k	48.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$1.9M	+55%	3.9k	500.39	View chart
Costco Wholesale Corporation (COST)	1.7	$1.9M	+3%	2.1k	935.82	View chart
First Majestic Silver Corp (AG)	1.4	$1.7M	-6%	98k	16.96	View chart
Apple (AAPL)	1.4	$1.6M	+9%	5.5k	289.38	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.4	$1.6M	NEW	8.2k	191.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$1.4M	+198%	6.4k	212.77	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	1.0	$1.2M	+41%	19k	62.63	View chart
Coeur Mng Com New (CDE)	1.0	$1.1M	-59%	67k	16.32	View chart
Linde SHS (LIN)	0.9	$1.1M	+7%	2.1k	519.07	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.9	$1.0M	-72%	34k	30.17	View chart
Compania De Minas Buenaventu Sponsored Adr (BVN)	0.7	$745k	-72%	25k	29.29	View chart
Pan American Silver Corp Can (PAAS)	0.6	$723k	-60%	16k	44.79	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.5	$620k	+12%	14k	43.14	View chart
First Tr Exchange-traded SHS (FDL)	0.4	$446k	+14%	9.2k	48.66	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.4	$437k	-49%	10k	43.28	View chart
Johnson & Johnson (JNJ)	0.4	$435k	NEW	1.7k	253.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.4	$409k	NEW	14k	29.98	View chart
Wal-Mart Stores (WMT)	0.3	$397k	NEW	3.5k	113.26	View chart
Deere & Company (DE)	0.3	$365k	+6%	576.00	634.33	View chart
Sprott Fds Tr Silver Miners (SLVR)	0.3	$334k	NEW	6.7k	50.19	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.3	$329k	+19%	2.2k	146.35	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$329k	-5%	3.5k	93.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$296k	-62%	2.0k	148.31	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$285k	+10%	2.0k	144.30	View chart
Endeavour Silver Corp (EXK)	0.2	$284k	+117%	34k	8.28	View chart
NVIDIA Corporation (NVDA)	0.2	$274k	-84%	1.4k	200.09	View chart
Aya Gold Silver Ord (AYA)	0.2	$270k	NEW	14k	18.94	View chart
Microsoft Corporation (MSFT)	0.2	$268k	-77%	719.00	373.02	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$247k	-53%	1.9k	133.25	View chart
Federated Hermes Etf Trust Mdt Small Cap (FSCC)	0.2	$242k	-87%	6.5k	37.33	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$237k	+4%	4.4k	53.47	View chart
Santacruz Silver Mng Com New Shs (SCZM)	0.2	$204k	NEW	32k	6.49	View chart
Visa Com Cl A (V)	0.2	$204k	-84%	595.00	343.09	View chart
Americas Gold And Silver Cor Com New (USAS)	0.1	$78k	NEW	17k	4.72	View chart

Past Filings by Cedrus Wealth Group

SEC 13F filings are viewable for Cedrus Wealth Group going back to 2025

Cedrus Wealth Group 2026 Q2 filed July 30, 2026
Cedrus Wealth Group 2025 Q4 filed May 27, 2026

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