Cedrus Wealth Group LLC

Q3 2026 13F-HR Holdings

Location
Andover, MN
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$129,289
Net value change ($000)
+14,776 (12.9%)
New positions
4
Sold out positions
1
Turnover %
12.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
HYZD 10,381 NEW
UAE 4,053 NEW
DK 2,430 57.5%
EIX 1,657 23.4%
PSLV 1,388 7.3%
SIVR 1,089 NEW
SPPP 1,045 14.3%
FTSM 860 9.9%
SILJ 600 9.4%
HL 392 17.1%
Top Reduces (Value $000, Stocks/ETFs)
SPY -5,395 -74.0%
KMB -3,748 -48.5%
RCAT -1,575 -40.0%
LAC -457 -18.9%
RSP -322 -23.6%
AIRR -247 -100.0%
CLX -231 -7.9%
RDVY -142 -4.4%
BLOK -107 -9.2%
FNX -55 -16.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type