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CIK: 0002134767
Total reported value
$114.5M
$114.5M
48 檔
40.4%
The Q1 2026 SEC filing reveals that Cedrus Wealth Group LLC held a total portfolio value of $114.5M, covering 48 public equity positions.
In Q1 2026, Cedrus Wealth Group LLC displayed an active expansion posture, initiating 2 new positions and adding to 34 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PSLV | Sprott Physical Silver Trust | Stock-Other | 20.48% | -3.86% | -37.03% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.88% | -9.51% | +459.16% | |
| 3 | SPPP | Sprott Physical Platinum And | Stock-Other | 8.13% | -1.74% | +90.95% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 3.66% | -0.86% | +6.19% | |
| 5 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 3.38% | -1.65% | -6.58% | |
| 6 | SSRM | Ssr Mining Inc | Stock-Materials | 3.37% | -3.37% | EXIT | |
| 7 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 3.22% | +2.33% | -23.24% | |
| 8 | ASM | Avino Silver & Gold Mines | Stock-Other | 2.40% | -0.14% | -27.98% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.30% | -0.62% | +4.16% | |
| 10 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 2.07% | -2.07% | EXIT | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.01% | -2.01% | EXIT | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | -1.69% | +11.39% | |
| 13 | AG | First Majestic Silver CORP | Stock-Materials | 1.89% | -0.44% | -24.31% | |
| 14 | FSCC | Fed Hermes Small Cap Core | ETF-Small Cap | 1.83% | -1.62% | +9.36% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.56% | -0.17% | +9.93% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.51% | +0.18% | +13.89% | |
| 17 | MFSG | Mfs Active Growth | ETF-Other | 1.49% | -1.49% | EXIT | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.45% | -1.27% | +14.83% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -1.22% | +9.35% | |
| 20 | FLCG | Fed Hermes Large Cap Growth | ETF-Large Cap & Growth | 1.23% | -1.23% | EXIT | |
| 21 | LIN | Linde plc | Stock-Materials | 1.20% | -0.26% | +12.61% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.10% | -1.10% | EXIT | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.08% | -1.08% | EXIT | |
| 24 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.05% | -0.16% | -78.69% | |
| 25 | BVN | Cia De Minas Buenaventur-adr | Stock-Other | 1.00% | -0.35% | -72.94% | |
| 26 | PAAS | Pan American Silver CORP | Stock-Materials | 1.00% | -0.37% | -60.11% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.91% | -0.91% | EXIT | |
| 28 | URI | United Rentals Inc | Stock-Industrials | 0.90% | -0.90% | EXIT | |
| 29 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.90% | -0.90% | EXIT | |
| 30 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.87% | -0.49% | +0.17% | |
| 31 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.80% | +0.22% | +10.28% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.80% | -0.54% | +8.33% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.72% | -0.72% | EXIT | |
| 34 | CDE | Coeur Mining Inc | Stock-Materials | 0.71% | +0.25% | -79.83% | |
| 35 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.66% | -0.12% | +17.87% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | +0.64% | +19.85% | |
| 37 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.54% | -0.15% | +19.20% | |
| 38 | AIRR | First Trust Rba American Ind | ETF-Other | 0.49% | -0.27% | -0.85% | |
| 39 | FTCS | First Trust Capital Strength | ETF-Other | 0.46% | -0.17% | +20.48% | |
| 40 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.42% | -0.42% | EXIT | |
| 41 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.42% | -0.42% | EXIT | |
| 42 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.41% | -0.41% | EXIT | |
| 43 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.35% | -0.06% | +29.29% | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.34% | -0.02% | +0.19% | |
| 45 | SLV | Ishares Silver Trust | ETF-Commodities | 0.33% | -0.12% | +3.70% | |
| 46 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 0.31% | -0.06% | +30.95% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.30% | EXIT | |
| 48 | EXK | Endeavour Silver CORP | Stock-Materials | 0.16% | +0.09% | -2.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +13.4% | +459.16% | Add |
| 2 | SPPP | Sprott Physical Platinum And | +4.3% | +90.95% | Add |
| 3 | RDVY | First Trust Rising Dividend | +0.8% | +6.19% | Add |
| 4 | COST | Costco Wholesale CORP | +0.7% | +4.16% | Add |
| 5 | LIN | Linde plc | +0.4% | +12.61% | Add |
| 6 | FEGE | First Eagle Gl Equity ETF | +0.4% | -6.58% | Trim |
| 7 | FSCC | Fed Hermes Small Cap Core | +0.4% | +9.36% | Add |
| 8 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.4% | +5.52% | Add |
| 9 | NVDA | Nvidia CORP | +0.4% | +11.39% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +8.93% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +13.89% | Add |
| 12 | IWR | Ishares Russell Mid-cap ETF | +0.3% | +13.75% | Add |
| 13 | AAPL | Apple Inc | +0.3% | +9.93% | Add |
| 14 | AG | First Majestic Silver CORP | +0.3% | -24.31% | Trim |
| 15 | V | Visa Inc-class A Shares | +0.2% | +14.83% | Add |
| 16 | FLCG | Fed Hermes Large Cap Growth | +0.2% | +11.80% | Add |
| 17 | FDL | First Trust Morn Dvd Lead In | +0.2% | +19.20% | Add |
| 18 | SDVY | First Trust Smid Cap Rising | +0.2% | +17.87% | Add |
| 19 | IJR | Ishares Core S&p Small-cap E | +0.2% | +8.33% | Add |
| 20 | TIP | Ishares Tips Bond ETF | +0.2% | +2.35% | Add |
| 21 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +19.85% | Add |
| 22 | URI | United Rentals Inc | +0.2% | +12.82% | Add |
| 23 | JNK | Ss Spdr Bb High Yield Bond | +0.2% | +3.10% | Add |
| 24 | FTCS | First Trust Capital Strength | +0.2% | +20.48% | Add |
| 25 | FNX | First Trust Mid Cap Core Alp | +0.1% | +29.29% | Add |
| 26 | AIRR | First Trust Rba American Ind | +0.1% | -0.85% | Trim |
| 27 | FYX | First Trust Small Cap Core A | +0.1% | +30.95% | Add |
| 28 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +0.17% | Add |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +1.85% | Add |
| 30 | TSLA | Tesla Inc | +0.1% | +11.77% | Add |
| 31 | DE | Deere & Co | +0.1% | +0.19% | Add |
| 32 | BLOK | Amplify Blockchain Tech ETF | +0.1% | +10.28% | Add |
| 33 | SLV | Ishares Silver Trust | +0.1% | +3.70% | Add |
| 34 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +3.77% | Add |
| 35 | BKLN | Invesco Senior Loan ETF | +0.1% | +2.28% | Add |
| 36 | HYLB | Xtrackers Usd High Yield Cor | +0.1% | +1.63% | Add |
| 37 | MSFT | Microsoft CORP | 0% | +9.35% | Add |
| 38 | EXK | Endeavour Silver CORP | 0% | -2.87% | Trim |
| 39 | SILJ | Amplify Junior Silver Miners | 0% | -23.24% | Trim |
| 40 | MFSG | Mfs Active Growth | 0% | -9.92% | Trim |
| 41 | ASM | Avino Silver & Gold Mines | -0.3% | -27.98% | Trim |
| 42 | PAAS | Pan American Silver CORP | -1% | -60.11% | Trim |
| 43 | BVN | Cia De Minas Buenaventur-adr | -1.4% | -72.94% | Trim |
| 44 | CDE | Coeur Mining Inc | -2.1% | -79.83% | Trim |
| 45 | PHYS | Sprott Physical Gold Trust | -2.7% | -78.69% | Trim |
| 46 | PSLV | Sprott Physical Silver Trust | -5.6% | -37.03% | Trim |
| 47 | XLE | Ss Energy Select Sector | — | EXIT | Sold out |
| 48 | SSRM | Ssr Mining Inc | — | NEW | New buy |
| 49 | KGC | Kinross Gold CORP | — | EXIT | Sold out |
| 50 | CVX | Chevron CORP | — | NEW | New buy |
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 Q1 2026.
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, SPY, SPPP) accounted for 40.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
SSRM
市值: $3.0M
Top Position Liquidated / Trimmed
XLE
前期市值: $16.0M
During Q1 2026, Cedrus Wealth Group LLC's top holdings by market value included PSLV (20.5%)、SPY (15.9%)、SPPP (8.1%). The largest single position, PSLV, represented 20.5% of total portfolio value.
In Q1 2026, Cedrus Wealth Group LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 34 positions, trimming 12 holdings, and fully liquidating 2 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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