Cedrus Wealth Group LLC

CIK 0002134767 · Q1 2026

13F Equity AUM

$89.8M

-17.1% QoQ

Positions

0 QoQ

AUM Rank

#10,156

Top 82%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 51.5%Top 10: 64.9%Top 20: 81.2%

PSLV/U20.5%

SPY15.9%

SPPP8.1%

RDVY3.7%

FEGE3.4%

SSRM3.4%

SILJ3.2%

ASM2.4%

COST2.3%

FTRB2.1%

Others (38)35.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services55.4%

Financials21.5%

Basic Materials11.7%

Technology4.9%

Consumer Defensive2.3%

Other4.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 48Median: 1.02%Avg: 2.08%

0–0.5%

11(4.0%)

0.5–1%

13(10.3%)

1–3%

17(27.6%)

3–5%

4(13.6%)

5%+

3(44.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 44Unique: 4vs 20 funds

0.6%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.8%

BANK OF AMERICA CORP /DE/

0.9%

0.8%

0.7%

0.9%

0.5%

GEODE CAPITAL MANAGEMENT, LLC

0.5%

VANGUARD CAPITAL MANAGEMENT LLC

0.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased34Decreased12Exited2

New Positions

SSRM3.4%

+103K

CHV0.3%

+1K

Increased

SPPP8.1%

+224K(+91%)

SPY15.9%

+18K(+459%)

FSCC1.8%

+5K(+9%)

FLCG1.2%

+4K(+12%)

FTRB2.1%

+4K(+6%)

RDVY3.7%

+3K(+6%)

SDVY0.7%

+2K(+18%)

FDL0.5%

+2K(+19%)

BLOK0.8%

+1K(+10%)

IWR1.1%

+1K(+14%)

Decreased

PSLV/U20.5%

-443,523(-37%)

CDE0.7%

-133,859(-80%)

ASM2.4%

-132,415(-28%)

PHYS/U1.1%

-97,942(-79%)

BVN1.0%

-67,174(-73%)

SILJ3.2%

-29,504(-23%)

AG1.9%

-25,379(-24%)

PAAS1.0%

-24,746(-60%)

MFSG1.5%

-5,764(-10%)

FEGE3.4%

-4,554(-7%)

Exited

XLE

-357,945

KGC

-74,443

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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