Cedrus Wealth Group LLC

Q2 2026 13F-HR Holdings

Location
Andover, MN
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$114,513
Net value change ($000)
+24,678 (27.5%)
New positions
18
Sold out positions
15
Turnover %
55.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FTSM 8,653 NEW
KMB 7,729 NEW
EIX 7,086 NEW
DK 4,223 NEW
RCAT 3,936 NEW
SILJ 3,453 119.2%
CLX 2,917 NEW
LAC 2,412 NEW
KGC 2,390 NEW
HL 2,295 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -6,975 -48.9%
SSRM -3,024 -100.0%
FTRB -1,861 -100.0%
QQQ -1,802 -100.0%
NVDA -1,463 -84.2%
FSCC -1,404 -85.3%
MFSG -1,339 -100.0%
FLCG -1,107 -100.0%
V -1,100 -84.4%
FEGE -1,056 -34.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type