§ 13F · FUND PROFILE
Cherry Tree Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $430.3T (13F)Positions · 606Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR SERIES TRUST | 642K | $21.7T | 4.6% | −3% |
| 2 | BND | VANGUARD BD INDEX FDS | 272K | $20.2T | 4.3% | +1% |
| 3 | SPSB | SPDR SERIES TRUST | 666K | $20.1T | 4.2% | +4% |
| 4 | VTV | VANGUARD INDEX FDS | 99K | $18.9T | 4.0% | ±0% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 299K | $18.7T | 3.9% | +3% |
| 6 | IVV | ISHARES TR | 24K | $16.6T | 3.5% | +3% |
| 7 | VYM | VANGUARD WHITEHALL FDS | 92K | $13.2T | 2.8% | ±0% |
| 8 | FLRN | SPDR SERIES TRUST | 426K | $13.1T | 2.8% | +2% |
| 9 | VBR | VANGUARD INDEX FDS | 59K | $12.4T | 2.6% | ±0% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 311K | $12.3T | 2.6% | −2% |
§ 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 $430259.1 trillion in assets. The fund runs a broad portfolio of 606 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed