What does Cherry Tree Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Cherry Tree Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SPDR SERIES TRUST

$22M650K4.6%

SPDR SERIES TRUST

$21M701K4.5%

VANGUARD BD INDEX FDS

$21M281K4.4%

VANGUARD TAX-MANAGED FDS

$19M301K4.1%

VANGUARD INDEX FDS

$19M94K3.9%

ISHARES TR

$16M24K3.3%

VANGUARD WHITEHALL FDS

$14M91K2.9%

SPDR SERIES TRUST

$13M436K2.8%

VANGUARD INDEX FDS

$13M48K2.7%

VANGUARD INDEX FDS

$12M56K2.6%

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