CIK 1985414
Cherry Tree Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
586
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 586
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAS | DIMENSIONAL ETF TRUST | 26K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 10K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 35K | $1M+ | SH |
| DHS | WISDOMTREE TR | 17K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 29K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 62K | $1M+ | SH |
| IEFA | ISHARES TR | 18K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 69K | $1M+ | SH |
| IBDV | ISHARES TR | 73K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 32K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 12K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 11K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 16K | $1M+ | SH |
| USMV | ISHARES TR | 13K | $1M+ | SH |
| VRP | INVESCO EXCH TRADED FD TR II | 47K | $1M+ | SH |
| MMM | 3M CO | 7K | $1M+ | SH |
| IBDW | ISHARES TR | 53K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| IWM | ISHARES TR | 4K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 11K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 18K | $1M+ | SH |
| IBDR | ISHARES TR | 41K | $500K+ | SH |
| ESGV | VANGUARD WORLD FD | 8K | $500K+ | SH |
| SKOR | FLEXSHARES TR | 19K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| IEMG | ISHARES INC | 14K | $500K+ | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 70K | $500K+ | SH |
| QUAL | ISHARES TR | 4K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| EFV | ISHARES TR | 10K | $500K+ | SH |
| STPZ | PIMCO ETF TR | 13K | $500K+ | SH |
| IXUS | ISHARES TR | 8K | $500K+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 8K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| VV | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 17K | $500K+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $500K+ | SH |
| XLU | SELECT SECTOR SPDR TR | 13K | $500K+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 2K | $500K+ | SH |
| AMZN | AMAZON COM INC | 2K | $500K+ | SH |
| IBDX | ISHARES TR | 20K | $100K–$500K | SH |
| IDV | ISHARES TR | 13K | $100K–$500K | SH |
| USB | US BANCORP DEL | 9K | $100K–$500K | SH |
| EEMV | ISHARES INC | 8K | $100K–$500K | SH |