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Portfolio (Quarterly) Guide ↗

Cedrus Wealth Group LLC

· CIK 0002134767
13F Portfolio $115M AUM 51 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 17 Added 17 Reduced 14 Exited
Page 1 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 1,008,358.0 $19.0M 16.62% -189K -15.8% $18.87 +18.2%
2 FTSM FIRST TR EXCHANGE-TRADED FD 144,864.0 $8.7M 7.56% NEW $59.73 +0.3%
3 KMB KIMBERLY-CLARK CORP Consumer Defensive 70,413.0 $7.7M 6.75% NEW $109.77 +1.1%
4 SPPP SPROTT ASSET MANAGEMENT LP Financial Services 587,573.0 $7.3M 6.39% +341K +138.6% $12.45 +17.8%
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,764.0 $7.3M 6.37% +6K +148.9% $746.77 +2.6%
6 EIX EDISON INTL Utilities 95,176.0 $7.1M 6.19% NEW $74.45 +0.3%
7 SILJ AMPLIFY ETF TR 244,977.0 $6.3M 5.54% +118K +93.0% $25.92 +24.8%
8 DK DELEK US HLDGS INC NEW Energy 83,118.0 $4.2M 3.69% NEW $50.81 +36.1%
9 RCAT RED CAT HLDGS INC Technology 369,573.0 $3.9M 3.44% NEW $10.65 -16.8%
10 RDVY FIRST TR EXCHANGE TRADED FD 39,581.0 $3.2M 2.80% -6K -12.6% $81.06 +1.6%
11 CLX CLOROX CO DEL Consumer Defensive 30,560.0 $2.9M 2.55% NEW $95.44 +9.5%
12 ASM AVINO SILVER & GOLD MINES LT Basic Materials 408,766.0 $2.6M 2.26% -64K -13.6% $6.34 +17.9%
13 LITHIUM AMERS CORP NEW 626,518.0 $2.4M 2.11% NEW $3.85
14 KGC KINROSS GOLD CORP Basic Materials 101,192.0 $2.4M 2.09% +27K +35.9% $23.62 +36.8%
15 HL HECLA MINING COMPANY Basic Materials 148,743.0 $2.3M 2.00% NEW $15.43 +34.5%
16 FXG FIRST TR EXCHANGE-TRADED FD 35,806.0 $2.2M 1.96% NEW $62.62 +5.8%
17 FEGE RBB FUND TRUST 40,539.0 $2.0M 1.73% -29K -41.4% $48.92 +8.8%
18 BERKSHIRE HATHAWAY INC DEL 3,866.0 $1.9M 1.69% +1K +55.6% $500.39
19 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,060.0 $1.9M 1.68% +65.0 +3.3% $935.82 +2.1%
20 AG FIRST MAJESTIC SILVER CORP Basic Materials 97,657.0 $1.7M 1.45% -7K -6.4% $16.96 +23.4%
Page 1 of 3  ·  51 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 44.2%
Basic Materials 16.5%
Consumer Defensive 16.4%
Utilities 8.9%
Technology 7.7%
Energy 5.3%
Industrials 0.5%
Healthcare 0.5%