Cedrus Wealth Group LLC holds a focused book of 51 reported positions worth $114.5M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened First Trust Enh Short Mat FD and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Sprott Physical Silver Trust at 17% of the reported non-option book.
Cedrus Wealth Group LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
67% mapped to company sectors
+2 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Cedrus Wealth Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Emerald Advisors, LLC | 12 / 51 | $605.5M |
| Hoffman, Alan N Investment Management | 5 / 51 | $117.2M |
| Marest Capital, LLC | 5 / 51 | $138.5M |
| Independent Investors Inc | 8 / 51 | $352.9M |
| Trust Asset Management LLC | 7 / 51 | $1.1B |
| Naman Capital Ltda | 5 / 51 | $228.7M |
| Daniel Investment Group, Inc. | 6 / 51 | $104.7M |
| Ardent Capital Management, Inc. | 11 / 51 | $143.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Cedrus Wealth Group LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sprott Asset Management LP PHYSICAL SILVER | $19.0M | 1.01M | 16.6% | ▲+34% Added · +254K sh | |
| 2 | First TR Exchange-Traded FD FIRST TR ENH NEW | $8.7M | 144.9K | 7.6% | ▲New New position | |
| 3 | Kimberly-Clark Corp COM | $7.7M | 70.4K | 6.7% | ▲New New position | |
| 4 | Sprott Asset Management LP PHYSICAL PLATINU | $7.3M | 587.6K | 6.4% | ▲+25% Added · +117K sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $7.3M | 9.8K | 6.4% | ▼−55% Reduced · −12K sh | |
| 6 | Edison Intl COM | $7.1M | 95.2K | 6.2% | ▲New New position | |
| 7 | Amplify ETF TR JR SILV MINE ETF | $6.3M | 245.0K | 5.5% | ▲+151% Added · +148K sh | |
| 8 | Delek US Hldgs Inc New COM | $4.2M | 83.1K | 3.7% | ▲New New position | |
| 9 | Red Cat Hldgs Inc COM | $3.9M | 369.6K | 3.4% | ▲New New position | |
| 10 | First TR Exchange Traded FD RISNG DIVD ACHIV | $3.2M | 39.6K | 2.8% | ▼−18% Reduced · −9K sh | |
| 11 | Clorox Co Del COM | $2.9M | 30.6K | 2.5% | ▲New New position | |
| 12 | Avino Silver & Gold Mines LT COM | $2.6M | 408.8K | 2.3% | ▲+20% Added · +68K sh | |
| 13 | Lithium Amers Corp New COM SHS | $2.4M | 626.5K | 2.1% | ▲New New position | |
| 14 | Kinross Gold Corp COM | $2.4M | 101.2K | 2.1% | ▲New New position | |
| 15 | Hecla Mining Company COM | $2.3M | 148.7K | 2.0% | ▲New New position | |
| 16 | First TR Exchange-Traded FD CONSUMR STAPLE | $2.2M | 35.8K | 2.0% | ▲New New position | |
| 17 | RBB Fund Trust FIRST EAGLE GBL | $2.0M | 40.5K | 1.7% | ▼−37% Reduced · −24K sh | |
| 18 | Berkshire Hathaway Inc Del CL B NEW | $1.9M | 3.9K | 1.7% | ▲+37% Added · +1K sh | |
| 19 | Costco Wholesale Corporation COM | $1.9M | 2.1K | 1.7% | ▼−0.9% Reduced · −18 sh | |
| 20 | First Majestic Silver Corp COM | $1.7M | 97.7K | 1.4% | ▲+24% Added · +19K sh | |
| 21 | Apple Inc COM | $1.6M | 5.5K | 1.4% | ▼−0.4% Reduced · −24 sh | |
| 22 | First TR Exchange-Traded FD NASDQ CLN EDGE | $1.6M | 8.2K | 1.4% | ▲New New position | |
| 23 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.4M | 6.4K | 1.2% | ▲+149% Added · +4K sh | |
| 24 | Amplify ETF TR BLOCK TECHN ETF | $1.2M | 18.6K | 1.0% | ▲+29% Added · +4K sh | |
| 25 | Coeur MNG Inc COM NEW | $1.1M | 67.1K | 1.0% | ▲+99% Added · +33K sh | |
| 26 | Linde PLC SHS | $1.1M | 2.1K | 0.9% | ▼−4.3% Reduced · −94 sh | |
| 27 | Sprott Asset Management LP PHYSICAL GOLD TR | $1.0M | 33.6K | 0.9% | ▲+27% Added · +7K sh | |
| 28 | Compania De Minas Buenaventu SPONSORED ADR | $745K | 25.4K | 0.7% | ▲+2.1% Added · +525 sh | |
| 29 | Pan Amern Silver Corp COM | $723K | 16.1K | 0.6% | ▼−1.7% Reduced · −284 sh | |
| 30 | First TR Exchange Traded FD SMID RISNG ETF | $620K | 14.4K | 0.5% | ▼−4.5% Reduced · −673 sh | |
| 31 | First TR Exchange-Traded FD SHS | $446K | 9.2K | 0.4% | ▼−3.7% Reduced · −353 sh | |
| 32 | Columbia ETF TR I RESH ENHNC COR | $437K | 10.1K | 0.4% | ▼−50% Reduced · −10K sh | |
| 33 | Johnson & Johnson COM | $435K | 1.7K | 0.4% | ▲New New position | |
| 34 | Invesco Exchange Traded FD T S&P500 EQL STP | $409K | 13.6K | 0.4% | ▲New New position | |
| 35 | Walmart Inc COM | $397K | 3.5K | 0.3% | ▲New New position | |
| 36 | Deere & Co COM | $365K | 576 | 0.3% | ▲+6.5% Added · +35 sh | |
| 37 | Sprott FDS TR SILVER MINERS | $334K | 6.7K | 0.3% | ▲New New position | |
| 38 | First TR Exchange-Traded Alp COM SHS | $329K | 2.2K | 0.3% | ▼−7.9% Reduced · −192 sh | |
| 39 | First TR Exchange-Traded FD CAP STRENGTH ETF | $329K | 3.5K | 0.3% | ▼−21% Reduced · −943 sh | |
| 40 | Ishares TR CORE S&P SCP ETF | $296K | 2.0K | 0.3% | ▼−65% Reduced · −4K sh | |
| 41 | First TR Exchange-Traded Alp COM SHS | $285K | 2.0K | 0.2% | ▼−16% Reduced · −366 sh | |
| 42 | Endeavour Silver Corp COM | $284K | 34.3K | 0.2% | ▲+124% Added · +19K sh | |
| 43 | Nvidia Corporation COM | $274K | 1.4K | 0.2% | ▼−86% Reduced · −9K sh | |
| 44 | Aya Gold & Silver Inc COM | $270K | 14.3K | 0.2% | ▲New New position | |
| 45 | Microsoft Corp COM | $268K | 719 | 0.2% | ▼−79% Reduced · −3K sh | |
| 46 | First TR Exchange Traded FD RBA INDL ETF | $247K | 1.9K | 0.2% | ▼−54% Reduced · −2K sh | |
| 47 | Federated Hermes ETF Trust MDT SMALL CAP | $242K | 6.5K | 0.2% | ▼−88% Reduced · −49K sh | |
| 48 | Ishares Silver TR ISHARES | $237K | 4.4K | 0.2% | ▲+1.1% Added · +50 sh | |
| 49 | Santacruz Silver MNG Ltd COM NEW SHS | $204K | 31.5K | 0.2% | ▲New New position | |
| 50 | Visa Inc COM CL A | $204K | 595 | 0.2% | ▼−86% Reduced · −4K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.