Cranbrook Wealth Management, LLC

CIK 0001599084 · BLOOMFIELD HILLS, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Cranbrook Wealth Management, LLC reported 406 positions worth $534.4M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: IVV (11.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$534.4M
2026 Q2
Positions
406
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.0%
Est. Net Flow (Q)
2026 Q2
10 / 406 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$62.2M11.64%83,064
2BIVVANGUARD BD INDEX FDSSH$56.0M10.49%730,608
3IEFAISHARES TRSH$38.3M7.16%396,052
4VOVANGUARD INDEX FDSSH$35.0M6.55%434,525
5SCHFSCHWAB STRATEGIC TRSH$18.6M3.48%672,128
6BNDXVANGUARD CHARLOTTE FDSSH$18.5M3.45%381,052
7IJRISHARES TRSH$15.5M2.89%104,231
8VUGVANGUARD INDEX FDSSH$14.1M2.64%163,924
9VVVANGUARD INDEX FDSSH$12.5M2.35%36,449
10XLKSELECT SECTOR SPDR TRSH$12.3M2.31%64,756

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cranbrook Wealth Management, LLC hold as of Q2 2026?

Cranbrook Wealth Management, LLC reported 406 positions worth $534.4M in its Q2 2026 13F filing. Largest positions: IVV (11.6%), BIV (10.5%), IEFA (7.2%), VO (6.6%) and SCHF (3.5%).

What did Cranbrook Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cranbrook 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.