Cedrus Wealth Group LLC - Portfolio Stock Holdings
Cedrus Wealth Group LLC disclosed 50 stock positions in a recent SEC 13F filing. $108,427,694 of stock holdings were filed, with the largest holdings including PSLV, XLE, and SPPP. This filing represented positions held on Dec. 31, 2025, and was filed on May 27, 2026.We estimate the fund has a total AUM of $217,814,000 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Dec. 31, 2025No. of Stocks:
50Est. Stock Holding Value:
$108,427,694Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cedrus Wealth Group LLC
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