Cedrus Wealth Group LLC
Long book
$89.8M
Q1 2026
Positions
48
Top-10 weight
65%
concentration
Last quarter
+0.6%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsCedrus Wealth Group LLC is an institutional manager, specialised in financials (64% of the long book), running a $89.8M US long book across 48 positions.
The portfolio is concentrated: the top 10 names carry 65% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SPROTT PHYSICAL SILVER TRUST, SS SPDR S&P 500 ETF TRUST-US, SPROTT PHYSICAL PLATINUM AND, FIRST TRUST RISING DIVIDEND, FIRST EAGLE GL EQUITY ETF.
Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+7.3%
Q1 2026
+0.6%
Sector allocation
Materials 31%
Technology 21%
Financials 21%
Services media 10%
Consumer discretionary 10%
Industrials 6%
Energy 1%
Long book by quarter
What does Cedrus Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| SSRM SSR MINING INC | Financials | 102.9K | $3.0M | 3.4% | New |
| ASM AVINO SILVER & GOLD MINES | Materials | 340.8K | $2.2M | 2.4% | -28.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.1K | $2.1M | 2.3% | +4.2% |
| NVDA NVIDIA CORP | Technology | 10.0K | $1.7M | 1.9% | +11.4% |
| AG FIRST MAJESTIC SILVER CORP | Materials | 79.0K | $1.7M | 1.9% | -24.3% |
| AAPL APPLE INC | Technology | 5.5K | $1.4M | 1.6% | +9.9% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.8K | $1.4M | 1.5% | +13.9% |
| V VISA INC-CLASS A SHARES | Services media | 4.3K | $1.3M | 1.5% | +14.8% |
| MSFT MICROSOFT CORP | Technology | 3.5K | $1.3M | 1.4% | +9.4% |
| LIN LINDE PLC | Materials | 2.2K | $1.1M | 1.2% | +12.6% |
| TSLA TESLA INC | Industrials | 2.6K | $971K | 1.1% | +11.8% |
| PAAS PAN AMERICAN SILVER CORP | Materials | 16.4K | $897K | 1.0% | -60.1% |
| URI UNITED RENTALS INC | Services media | 1.1K | $808K | 0.9% | +12.8% |
| CDE COEUR MINING INC | Materials | 33.8K | $635K | 0.7% | -79.8% |
| DE DEERE & CO | Industrials | 541 | $305K | 0.3% | +0.2% |
| CVX CHEVRON CORP | Energy | 1.3K | $270K | 0.3% | New |
| EXK ENDEAVOUR SILVER CORP | Materials | 15.3K | $142K | 0.2% | -2.9% |