§ 13F · FUND PROFILE
Cranbrook Wealth Management, LLC.
AUM · $534M (13F)Positions · 406Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 83K | $62M | 11.6% | −1% |
| 2 | BIV | VANGUARD BD INDEX FDS | 731K | $56M | 10.5% | +2% |
| 3 | IEFA | ISHARES TR | 396K | $38M | 7.2% | ±0% |
| 4 | VO | VANGUARD INDEX FDS | 435K | $35M | 6.6% | +302% |
| 5 | SCHF | SCHWAB STRATEGIC TR | 672K | $19M | 3.5% | ±0% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 381K | $18M | 3.5% | −1% |
| 7 | IJR | ISHARES TR | 104K | $15M | 2.9% | −3% |
| 8 | VUG | VANGUARD INDEX FDS | 164K | $14M | 2.6% | +499% |
| 9 | VV | VANGUARD INDEX FDS | 36K | $13M | 2.3% | −3% |
| 10 | XLK | SELECT SECTOR SPDR TR | 65K | $12M | 2.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CRANBROOK SIGNAL
AC read
Cranbrook Wealth Management, LLC is a Other fund managing $534 million in assets. The fund runs a broad portfolio of 406 positions.
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