§ 13F · FUND PROFILE
Cranbrook Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $498M (13F)Positions · 393Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$156K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | 718K | $55M | 11.3% | ±0% |
| 2 | IVV | ISHARES TR | 84K | $55M | 11.2% | ±0% |
| 3 | IEFA | ISHARES TR | 395K | $36M | 7.3% | −2% |
| 4 | VO | VANGUARD INDEX FDS | 108K | $31M | 6.3% | ±0% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 383K | $18M | 3.7% | −7% |
| 6 | SCHF | SCHWAB STRATEGIC TR | 672K | $17M | 3.4% | ±0% |
| 7 | IJR | ISHARES TR | 107K | $13M | 2.7% | −3% |
| 8 | VUG | VANGUARD INDEX FDS | 27K | $12M | 2.4% | −1% |
| 9 | VV | VANGUARD INDEX FDS | 38K | $11M | 2.3% | −2% |
| 10 | VTV | VANGUARD INDEX FDS | 55K | $11M | 2.2% | ±0% |
§ 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 $498 million in assets. The fund runs a broad portfolio of 393 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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