13F Insight
DOSSIER · 13F-HR · Q2 2026

Cherry Tree Wealth Management, LLC

$532M in tracked AUM across 594 positions as of Q2 2026.

CT
CIK 0001985414 · last filed Jun 30, 2026
Total AUM
$532M
as of Q2 2026
Holdings
594
—
positions
Whale Score
40
40
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cherry Tree Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPIB
SPDR SERIES TRUST
$22M661K4.2%02
SPSB
SPDR SERIES TRUST
$22M732K4.1%03
VEA
VANGUARD TAX-MANAGED FDS
$22M303K4.1%04
BND
VANGUARD BD INDEX FDS
$21M288K4.0%05
VTV
VANGUARD INDEX FDS
$20M94K3.8%06
IVV
ISHARES TR
$18M24K3.3%07
VB
VANGUARD INDEX FDS
$15M50K2.9%08
VYM
VANGUARD WHITEHALL FDS
$14M90K2.7%09
VBR
VANGUARD INDEX FDS
$14M56K2.6%10
DFAC
DIMENSIONAL ETF TRUST
$13M301K2.5%

Filing history

2026Q2Jun 30
$532M▲ 12.4%
594 positionsView →2026Q1Mar 31
$473M▼ 0.2%
582 positionsView →2025Q4Dec 31
$474M▲ 4.0%
586 positionsView →2025Q3Sep 30
$456M▲ 5.9%
590 positionsView →2025Q2Jun 30
$430M▲ 3.8%
606 positionsLocked2025Q1Mar 31
$415M▲ 2.6%
756 positionsLocked2024Q4Dec 31
$404M▼ 4.2%
644 positionsLocked2024Q3Sep 30
$422M▲ 5.9%
613 positionsLocked2024Q2Jun 30
$398M▲ 0.1%
596 positionsLocked2024Q1Mar 31
$398M▲ 6.2%
595 positionsLocked2023Q4Dec 31
$374M▲ 9.7%
592 positionsLocked2023Q3Sep 30
$341M▼ 0.6%
585 positionsLocked
Showing 12 of 13