Institutions / Cherry Tree Wealth Management, LLC
Cherry Tree Wealth Management, LLC
CIK 1985414 · Institution · as of Dec 31, 2025
Portfolio value
$473.61M
Positions
586
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 586 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $21.72M | 4.6% |
| Vanguard Bd Index Fds | $20.16M | 4.3% |
| SPDR Series Trust | $20.10M | 4.2% |
| Vanguard Index Fds | $18.88M | 4.0% |
| Vanguard Tax-Managed Fds | $18.69M | 3.9% |
| iShares Tr | $16.59M | 3.5% |
| Vanguard Whitehall Fds | $13.21M | 2.8% |
| State Street SPDR S&P Oil & Gas Exploration & Production ETF | $13.09M | 2.8% |
| Vanguard Index Fds | $12.41M | 2.6% |
| Dimensional ETF Trust | $12.32M | 2.6% |
| Vanguard Index Fds | $12.28M | 2.6% |
| Vanguard Scottsdale Fds | $10.91M | 2.3% |
| Schwab Strategic Tr | $10.51M | 2.2% |
| Vanguard Intl Equity Index F | $10.40M | 2.2% |
| Vanguard Bd Index Fds | $10.21M | 2.2% |
| Vanguard Malvern Fds | $8.71M | 1.8% |
| Schwab Strategic Tr | $8.10M | 1.7% |
| Vanguard Whitehall Fds | $7.96M | 1.7% |
| American Centy ETF Tr | $7.95M | 1.7% |
| Vanguard Mun Bd Fds | $7.31M | 1.5% |
| Vanguard Intl Equity Index F | $6.84M | 1.4% |
| Vanguard Star Fds | $6.49M | 1.4% |
| Invesco Exchange Traded Fd T | $6.32M | 1.3% |
| Dimensional ETF Trust | $6.10M | 1.3% |
| iShares Tr | $5.92M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.