Cherry Tree Wealth Management, LLC
Cherry Tree Wealth Management, LLC reported 594 positions worth $531.5M as of June 30, 2026 (13F filed September 15, 2026). Largest holding: SPIB (4.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPIB | SH | $22.1M | 4.16% | 661,145 | — | — | |
| ▸ 2 | SPSB | SH | $22.0M | 4.13% | 732,222 | — | — | |
| ▸ 3 | VEA | SH | $21.6M | 4.06% | 302,571 | — | — | |
| ▸ 4 | BND | SH | $21.2M | 3.98% | 288,437 | — | — | |
| ▸ 5 | VTV | SH | $20.4M | 3.84% | 93,541 | — | — | |
| ▸ 6 | IVV | SH | $17.8M | 3.34% | 23,740 | — | — | |
| ▸ 7 | VB | SH | $15.2M | 2.87% | 50,301 | — | — | |
| ▸ 8 | VYM | SH | $14.2M | 2.66% | 89,616 | — | — | |
| ▸ 9 | VBR | SH | $13.6M | 2.55% | 55,851 | — | — | |
| ▸ 10 | DFAC | SH | $13.3M | 2.51% | 300,502 | — | — |
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Frequently Asked Questions
What stocks does Cherry Tree Wealth Management, LLC hold as of Q2 2026?
Cherry Tree Wealth Management, LLC reported 594 positions worth $531.5M in its Q2 2026 13F filing. Largest positions: SPIB (4.2%), SPSB (4.1%), VEA (4.1%), BND (4.0%) and VTV (3.8%).
What did Cherry Tree Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cherry Tree Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.