Cedrus Wealth Group LLC
All 13F Filings
- Location
- Andover, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 114,513
- 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 |
|---|---|---|---|---|---|
| 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 | 92.32 K | 80.6% | 39.53 K | 0 | 39.53 K |
| ETFs | 22.2 K | 19.4% | 0 | 14.85 K | -14.85 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
114,513
Holdings
51
QoQ value change ($000)
24,678
(27.5%)
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.