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CIK: 0002134767
Total reported value
$114.5M
$114.5M
48 檔
49.0%
In Q4 2025, Cedrus Wealth Group LLC's U.S. equity holdings reached a combined market value of $114.5M, distributed across 48 disclosed stock positions.
During Q4 2025, Cedrus Wealth Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PSLV | Sprott Physical Silver Trust | Stock-Other | 26.12% | -3.86% | — | |
| 2 | XLE | Ss Energy Select Sector | ETF-Other | 14.76% | — | — | |
| 3 | SPPP | Sprott Physical Platinum And | Stock-Other | 3.82% | -1.74% | — | |
| 4 | PHYS | Sprott Physical Gold Trust | Stock-Other | 3.79% | -0.16% | — | |
| 5 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 3.24% | +2.33% | — | |
| 6 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 2.94% | -1.65% | — | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 2.90% | -0.86% | — | |
| 8 | CDE | Coeur Mining Inc | Stock-Materials | 2.76% | +0.25% | — | |
| 9 | ASM | Avino Silver & Gold Mines | Stock-Other | 2.71% | -0.14% | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.47% | -9.51% | — | |
| 11 | BVN | Cia De Minas Buenaventur-adr | Stock-Other | 2.36% | -0.35% | — | |
| 12 | PAAS | Pan American Silver CORP | Stock-Materials | 1.97% | -0.37% | — | |
| 13 | KGC | Kinross Gold CORP | Stock-Materials | 1.93% | +2.09% | NEW | |
| 14 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 1.64% | -2.07% | EXIT | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.62% | -2.01% | EXIT | |
| 16 | AG | First Majestic Silver CORP | Stock-Materials | 1.60% | -0.44% | — | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.59% | -0.62% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | -1.69% | — | |
| 19 | MFSG | Mfs Active Growth | ETF-Other | 1.52% | -1.49% | EXIT | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -1.22% | — | |
| 21 | FSCC | Fed Hermes Small Cap Core | ETF-Small Cap | 1.40% | -1.62% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.26% | -0.17% | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.21% | -1.27% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.15% | +0.18% | — | |
| 25 | FLCG | Fed Hermes Large Cap Growth | ETF-Large Cap & Growth | 1.01% | -1.23% | EXIT | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.97% | -1.08% | EXIT | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.79% | -1.10% | EXIT | |
| 28 | LIN | Linde plc | Stock-Materials | 0.76% | -0.26% | — | |
| 29 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.75% | -0.49% | — | |
| 30 | URI | United Rentals Inc | Stock-Industrials | 0.73% | -0.90% | EXIT | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.73% | -0.91% | EXIT | |
| 32 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.73% | -0.90% | EXIT | |
| 33 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.69% | +0.22% | — | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.60% | -0.72% | EXIT | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | -0.54% | — | |
| 36 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.45% | -0.12% | — | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | +0.64% | — | |
| 38 | AIRR | First Trust Rba American Ind | ETF-Other | 0.36% | -0.27% | — | |
| 39 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.35% | -0.42% | EXIT | |
| 40 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.35% | -0.42% | EXIT | |
| 41 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.34% | -0.41% | EXIT | |
| 42 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.33% | -0.15% | — | |
| 43 | FTCS | First Trust Capital Strength | ETF-Other | 0.31% | -0.17% | — | |
| 44 | SLV | Ishares Silver Trust | ETF-Commodities | 0.25% | -0.12% | — | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.23% | -0.02% | — | |
| 46 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.22% | -0.06% | — | |
| 47 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 0.19% | -0.06% | — | |
| 48 | EXK | Endeavour Silver CORP | Stock-Materials | 0.14% | +0.09% | — |
According to official SEC Form 13F filings, Cedrus Wealth Group LLC reported a total U.S. public equity portfolio value of $114.5M across 48 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PSLV, XLE, SPPP) accounted for 49.0% of total reported equity market value during Q4 2025.
During Q4 2025, Cedrus Wealth Group LLC's top holdings by market value included PSLV (26.1%)、XLE (14.8%)、SPPP (3.8%). The largest single position, PSLV, represented 26.1% of total portfolio value.
In Q4 2025, Cedrus Wealth Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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