Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PSLVSprott Asset Management LP | $19.0M | 16.6% | +33.7% |
| FTSMFirst Tr Exchange-traded Fd | $8.7M | 7.6% | New |
| KMBKimberly-clark Corp | $7.7M | 6.7% | New |
| SPPPSprott Asset Management LP | $7.3M | 6.4% | +25.0% |
| SPYState Str Spdr S&p 500 Etf T | $7.3M | 6.4% | −55.5% |
| EIXEdison Intl | $7.1M | 6.2% | New |
| SILJAmplify Etf Tr | $6.3M | 5.5% | +151.4% |
| DKDelek Us Hldgs Inc New | $4.2M | 3.7% | New |
| RCATRed Cat Hldgs Inc | $3.9M | 3.4% | New |
| RDVYFirst Tr Exchange Traded Fd | $3.2M | 2.8% | −17.7% |
| CLXClorox Co Del | $2.9M | 2.5% | New |
| ASMAvino Silver & Gold Mines Lt | $2.6M | 2.3% | +20.0% |
| LACLithium Amers Corp New | $2.4M | 2.1% | New |
| KGCKinross Gold Corp | $2.4M | 2.1% | New |
| HLHecla Mining Company | $2.3M | 2.0% | New |
| FXGFirst Tr Exchange-traded Fd | $2.2M | 2.0% | New |
| FEGERbb Fund Trust | $2.0M | 1.7% | −37.3% |
| BRK/BBerkshire Hathaway Inc Del | $1.9M | 1.7% | +36.7% |
| COSTCostco Wholesale Corporation | $1.9M | 1.7% | |
| AGFirst Majestic Silver Corp | $1.7M | 1.4% | +23.6% |
| AAPLApple Inc | $1.6M | 1.4% | |
| GRIDFirst Tr Exchange-traded Fd | $1.6M | 1.4% | New |
| RSPInvesco Exchange Traded Fd T | $1.4M | 1.2% | +149.4% |
| BLOKAmplify Etf Tr | $1.2M | 1.0% | +28.7% |
| CDECoeur Mng Inc | $1.1M | 1.0% | +98.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DEDeere & Co | December 31, 2025 | +36.2% | $365K |
| IJRIshares Tr | December 31, 2025 | +23.4% | $296K |
| Linde PLCCUSIP G54950103 | December 31, 2025 | +21.7% | $1.1M |
| RDVYFirst Tr Exchange Traded Fd | December 31, 2025 | +16.7% | $3.2M |
| FNXFirst Tr Exchange-traded Alp | December 31, 2025 | +16.2% | $329K |
| SDVYFirst Tr Exchange Traded Fd | December 31, 2025 | +12.6% | $620K |
| RSPInvesco Exchange Traded Fd T | December 31, 2025 | +11.1% | $1.4M |
| BLOKAmplify Etf Tr | December 31, 2025 | +10.1% | $1.2M |
| FDLFirst Tr Exchange-traded Fd | December 31, 2025 | +9.7% | $446K |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2025 | +9.5% | $7.3M |
Sold off last quarter
- SSRMSsr Mining In was $3.0M
- FTRBFederated Hermes Etf Trust was $1.9M
- QQQInvesco Qqq Tr was $1.8M
- MFSGMfs Active Exchange Traded F was $1.3M
- FLCGFederated Hermes Etf Trust was $1.1M
- IWRIshares Tr was $990K
- TSLATesla Inc was $971K
- TIPIshares Tr was $817K
- URIUnited Rentals Inc was $808K
- JNKSpdr Series Trust was $804K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −1.0% | +14.8% |
| March 31, 2026 | +7.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cedrus Wealth Group LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2134767&type=13F-HR&dateb=&owner=include&count=40CIK 2134767
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2134767/000117266126002938/Filed July 30, 2026 · accession 0001172661-26-002938