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DOSSIER · 13F-HR · Q1 2026

Cherry Tree Wealth Management, LLC

$473M in tracked AUM across 582 positions as of Q1 2026.

CT
CIK 0001985414 · last filed Mar 31, 2026
Total AUM
$473M
as of Q1 2026
Holdings
582
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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