Top 50 Cedrus Wealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PSLV | SPROTT ASSET MANAGEMENT LP | 16.62% | 1.01M | $19.0M | +33.71%(+254.21K) | $19.95(+7.52%) | 2026-06-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 7.56% | 144.9K | $8.7M | new | $59.84(-0.08%) | 2026-06-30 | |
| KMB | KIMBERLY-CLARK CORP | 6.75% | 70.4K | $7.7M | new | $103.06(+5.13%) | 2026-06-30 | |
| SPPP | SPROTT ASSET MANAGEMENT LP | 6.39% | 587.6K | $7.3M | +24.96%(+117.36K) | $15.27(-7.01%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.37% | 9.8K | $7.3M | -55.49%(-12.17K) | $667.55(+15.88%) | 2026-06-30 | |
| EIX | EDISON INTL | 6.19% | 95.2K | $7.1M | new | $73.14(-6.77%) | 2026-06-30 | |
| SILJ | AMPLIFY ETF TR | 5.55% | 245.0K | $6.3M | +151.35%(+147.51K) | $26.12(+14.51%) | 2026-06-30 | |
| DK | DELEK US HLDGS INC NEW | 3.69% | 83.1K | $4.2M | new | $48.27(+29.85%) | 2026-06-30 | |
| RCAT | RED CAT HLDGS INC | 3.44% | 369.6K | $3.9M | new | $11.12(-7.28%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.8% | 39.6K | $3.2M | -17.72%(-8.52K) | $68.39(+22.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +6.57% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +8.85% |
Cedrus Wealth Group LLC reports $114.51M in US-listed equity holdings across 51 positions in its most recent 13F filing. Its largest disclosed positions are PSLV (16.6%), FTSM (7.6%) and KMB (6.8%). The top 20 holdings account for 84.88% of reported assets. Its disclosed equity book has returned +6.57% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Cedrus Wealth Group LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Cedrus Wealth Group LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2134767). View Cedrus Wealth Group LLCโs 13F filings on SEC