Joe Bertilson

Cedrus Wealth Group Llc

Assets Managed

$89.835M

Holdings

Last Quarter

2026 - Q1

Filed Date

20d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cedrus Wealth Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Cedrus Wealth Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 89.835M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Joe Bertilson, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
PSLV Sprott Physical Silver Trust Recent Activity New Position	20.48%	$18.394M 754,153 shares@ $24.4 avg price	New Position
SPY Spdr S&p 500 Etf Trust Recent Activity New Position	15.89%	$14.266M 21,936 shares@ $650.34 avg price	New Position
SPPP Sprott Physical Platinum And Recent Activity New Position	8.13%	$7.302M 470,214 shares@ $15.53 avg price	New Position
RDVY First Trust Rising Dividend Recent Activity New Position	3.66%	$3.285M 48,104 shares@ $68.29 avg price	New Position
FEGE First Eagle Gl Equity Etf Recent Activity New Position	3.39%	$3.039M 64,666 shares@ $47.0 avg price	New Position
SSRM Ssr Mining Inc Recent Activity New Position	3.37%	$3.024M 102,860 shares@ $29.4 avg price	New Position
SILJ Amplify Junior Silver Miners Recent Activity New Position	3.23%	$2.897M 97,463 shares@ $29.72 avg price	New Position
ASM Avino Silver & Gold Mines Recent Activity New Position	2.4%	$2.154M 340,769 shares@ $6.32 avg price	New Position
COST Costco Wholesale Corp Recent Activity New Position	2.31%	$2.07M 2,078 shares@ $996.31 avg price	New Position
FTRB Federated Herm Ttl Rtrn Bnd Recent Activity New Position	2.08%	$1.861M 74,014 shares@ $25.15 avg price	New Position

1-10 of 48