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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 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 5,491.0 $1.6M 1.39% +474.0 +9.4% $289.38 +8.1%
22 GRID FIRST TR EXCHANGE-TRADED FD 8,242.0 $1.6M 1.38% NEW $191.76 -6.0%
23 RSP INVESCO EXCHANGE TRADED FD T 6,415.0 $1.4M 1.19% +4K +198.9% $212.77 +4.4%
24 BLOK AMPLIFY ETF TR 18,589.0 $1.2M 1.02% +5K +41.9% $62.63 +1.5%
25 CDE COEUR MNG INC Basic Materials 67,144.0 $1.1M 0.96% -101K -60.0% $16.32 +31.8%
26 LIN LINDE PLC Basic Materials 2,076.0 $1.1M 0.94% +149.0 +7.7% $519.07 -5.5%
27 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 33,614.0 $1.0M 0.89% -91K -73.0% $30.17 +15.6%
28 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 25,448.0 $745K 0.65% -67K -72.4% $29.29 +23.6%
29 PAAS PAN AMERN SILVER CORP Basic Materials 16,139.0 $723K 0.63% -25K -60.8% $44.79 +18.8%
30 SDVY FIRST TR EXCHANGE TRADED FD 14,377.0 $620K 0.54% +2K +12.6% $43.14 +2.1%
31 FDL FIRST TR EXCHANGE-TRADED FD 9,159.0 $446K 0.39% +1K +14.8% $48.66 +9.8%
32 RECS COLUMBIA ETF TR I 10,101.0 $437K 0.38% -10K -49.5% $43.28 +4.5%
33 JNJ JOHNSON & JOHNSON Healthcare 1,711.0 $435K 0.38% NEW $253.97 +6.5%
34 RSPS INVESCO EXCHANGE TRADED FD T 13,648.0 $409K 0.36% NEW $29.98 +5.7%
35 WMT WALMART INC Consumer Defensive 3,506.0 $397K 0.35% NEW $113.26 -7.6%
36 DE DEERE & CO Industrials 576.0 $365K 0.32% +36.0 +6.7% $634.33 +0.6%
37 SLVR SPROTT FDS TR 6,650.0 $334K 0.29% NEW $50.19 +28.5%
38 FNX FIRST TR EXCHANGE-TRADED ALP 2,249.0 $329K 0.29% +361.0 +19.1% $146.35 -0.4%
39 FTCS FIRST TR EXCHANGE-TRADED FD 3,498.0 $329K 0.29% -188.0 -5.1% $93.92 +8.5%
40 IJR ISHARES TR 1,997.0 $296K 0.26% -3K -62.4% $148.31 -1.1%
Page 2 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%