Cedrus Wealth Group LLC — 13F holdings

Cedrus Wealth Group LLC reported 51 holdings worth $115M in its 13F filing for Q2 2026, filed July 30, 2026. That's up 27.5% from $89.8M in Q1 2026, when it reported 48 holdings. Its 10 largest positions make up 65.3% of the portfolio.

Cedrus Wealth Group LLC's largest positions in Q2 2026

  1. PSLV SPROTT ASSET MANAGEMENT LP — $19.0M (16.6%) · added 34%
  2. FTSM FIRST TR EXCHANGE-TRADED FD — $8.65M (7.6%) · new position
  3. KMB KIMBERLY-CLARK CORP — $7.73M (6.7%) · new position
  4. SPPP SPROTT ASSET MANAGEMENT LP — $7.32M (6.4%) · added 25%
  5. SPY SPDR S&P 500 ETF TR — $7.29M (6.4%) · cut 55%
  6. EIX EDISON INTL — $7.09M (6.2%) · new position
  7. SILJ AMPLIFY ETF TR — $6.35M (5.5%) · added 151%
  8. DK DELEK US HLDGS INC NEW — $4.22M (3.7%) · new position
  9. RCAT RED CAT HLDGS INC — $3.94M (3.4%) · new position
  10. RDVY FIRST TR EXCHANGE TRADED FD — $3.21M (2.8%) · cut 18%
  11. CLX CLOROX CO DEL — $2.92M (2.5%) · new position
  12. ASM AVINO SILVER & GOLD MINES LT — $2.59M (2.3%) · added 20%
  13. LAC LITHIUM AMERS CORP NEW — $2.41M (2.1%) · new position
  14. KGC KINROSS GOLD CORP — $2.39M (2.1%) · new position
  15. HL HECLA MNG CO — $2.30M (2.0%) · new position
  16. FXG FIRST TR EXCHANGE TRADED FD — $2.24M (2.0%) · new position
  17. FEGE RBB FUND TRUST — $1.98M (1.7%) · cut 37%
  18. BRK.B BERKSHIRE HATHAWAY INC DEL — $1.93M (1.7%) · added 37%
  19. COST COSTCO WHSL CORP NEW — $1.93M (1.7%) · unchanged
  20. AG FIRST MAJESTIC SILVER CORP — $1.66M (1.4%) · added 24%

What Cedrus Wealth Group LLC bought in Q2 2026

18 new positions and 14 positions added to.

  1. FTSM FIRST TR EXCHANGE-TRADED FD — new position, about $8.65M
  2. KMB KIMBERLY-CLARK CORP — new position, about $7.73M
  3. EIX EDISON INTL — new position, about $7.09M
  4. PSLV SPROTT ASSET MANAGEMENT LP — added, about $4.80M
  5. DK DELEK US HLDGS INC NEW — new position, about $4.22M
  6. RCAT RED CAT HLDGS INC — new position, about $3.94M
  7. SILJ AMPLIFY ETF TR — added, about $3.82M
  8. CLX CLOROX CO DEL — new position, about $2.92M
  9. LAC LITHIUM AMERS CORP NEW — new position, about $2.41M
  10. KGC KINROSS GOLD CORP — new position, about $2.39M

What Cedrus Wealth Group LLC sold in Q2 2026

15 positions sold out and 17 reduced.

  1. SPY SPDR S&P 500 ETF TR — cut 55%, about $9.09M
  2. SSRM SSR MINING IN — sold out, about $2.91M
  3. QQQ Invesco Qqq Tr — sold out, about $2.30M
  4. FTRB FEDERATED HERMES ETF TRUST — sold out, about $1.86M
  5. FSCC FEDERATED HERMES ETF TRUST — cut 88%, about $1.83M
  6. NVDA NVIDIA CORPORATION — cut 86%, about $1.72M
  7. MFSG MFS ACTIVE EXCHANGE TRADED F — sold out, about $1.58M
  8. V Visa Inc — cut 86%, about $1.28M
  9. URI UNITED RENTALS INC — sold out, about $1.26M
  10. FEGE RBB FUND TRUST — cut 37%, about $1.18M

Cedrus Wealth Group LLC portfolio value by quarter

What does Cedrus Wealth Group LLC own?

Its largest positions in Q2 2026 were PSLV, FTSM, KMB, SPPP, SPY, out of 51 holdings worth $115M.

What did Cedrus Wealth Group LLC buy last quarter?

In Q2 2026 it opened 18 new positions and added to 14; the largest buys were FTSM, KMB, EIX.

What did Cedrus Wealth Group LLC sell last quarter?

In Q2 2026 it sold out of 15 positions and reduced 17, including SSRM, QQQ, FTRB.