Cherry Tree Wealth Management, LLC
CIK 1985414
13F filing for Q2 2026・No. 3,750
- Holdings
- US$531.51M
- Quarter change
- +US$58.78M
- Entries
- 594
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
594 stocks worth US$531.51M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST INTER BD ETF | — | 661,145 | US$22.12M | 4.16% |
| SPSBSPDR SERIES TRUSTST SHOR CORP ETF | — | 732,222 | US$21.97M | 4.13% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | — | 302,571 | US$21.56M | 4.06% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | — | 288,437 | US$21.17M | 3.98% |
| VANGUARD INDEX FDSVALUE ETF | — | 93,541 | US$20.39M | 3.84% |
| IVVISHARES TRCORE S&P500 ETF | — | 23,740 | US$17.78M | 3.34% |
| VANGUARD INDEX FDSSMALL CP ETF | — | 50,301 | US$15.25M | 2.87% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | — | 89,616 | US$14.16M | 2.66% |
| VANGUARD INDEX FDSSM CP VAL ETF | — | 55,851 | US$13.57M | 2.55% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | — | 300,502 | US$13.33M | 2.51% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled September 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.