Cedrus Wealth Group LLC
All 13F Filings
- Location
- Andover, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 129,289
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/10/2026 | 54 | 129,289 | 13F-HR | Cedrus Wealth Group LLC |
| Q2 2026 | 7/30/2026 | 51 | 114,513 | 13F-HR | Cedrus Wealth Group LLC |
| Q1 2026 | 5/14/2026 | 48 | 89,835 | 13F-HR | Cedrus Wealth Group LLC |
| Q4 2025 | 5/27/2026 | 48 | 108,428 | 13F-HR | Cedrus Wealth Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 107.5 K | 83.1% | 15.18 K | 0 | 15.18 K |
| ETFs | 21.79 K | 16.9% | 0 | 408 | -408 |
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Fund Snapshot
Q3 2026
Latest filed
11/10/2026
Total value ($000)
129,289
Holdings
54
QoQ value change ($000)
14,776
(12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.