§ 13F · FUND PROFILE
Cherry Tree Wealth Management, LLC.
AUM · $456M (13F)Positions · 590Turnover · n/a · Q1Filed · May 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$493K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR SERIES TRUST | 650K | $22M | 4.6% | +1% |
| 2 | SPSB | SPDR SERIES TRUST | 701K | $21M | 4.5% | +5% |
| 3 | BND | VANGUARD BD INDEX FDS | 281K | $21M | 4.4% | +3% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 301K | $19M | 4.1% | +1% |
| 5 | VTV | VANGUARD INDEX FDS | 94K | $19M | 3.9% | −5% |
| 6 | IVV | ISHARES TR | 24K | $16M | 3.3% | −2% |
| 7 | VYM | VANGUARD WHITEHALL FDS | 91K | $14M | 2.9% | −1% |
| 8 | FLRN | SPDR SERIES TRUST | 436K | $13M | 2.8% | +2% |
| 9 | VB | VANGUARD INDEX FDS | 48K | $13M | 2.7% | +1% |
| 10 | VBR | VANGUARD INDEX FDS | 56K | $12M | 2.6% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHERRY SIGNAL
AC read
Cherry Tree Wealth Management, LLC is a Other fund managing $456 million in assets. The fund runs a broad portfolio of 590 positions.
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