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 101–150 of 586
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHY | ISHARES TR | 6K | $100K–$500K | SH |
| EFAV | ISHARES TR | 6K | $100K–$500K | SH |
| IGSB | ISHARES TR | 9K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| IJR | ISHARES TR | 4K | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| DFAI | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| SUB | ISHARES TR | 4K | $100K–$500K | SH |
| TDTT | FLEXSHARES TR | 17K | $100K–$500K | SH |
| IWB | ISHARES TR | 1K | $100K–$500K | SH |
| FHLC | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| IWS | ISHARES TR | 3K | $100K–$500K | SH |
| MUB | ISHARES TR | 4K | $100K–$500K | SH |
| NVDL | GRANITESHARES ETF TR | 4K | $100K–$500K | SH |
| OEF | ISHARES TR | 1K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| LII | LENNOX INTL INC | 761 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| AVDV | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| DES | WISDOMTREE TR | 10K | $100K–$500K | SH |
| TOTL | SSGA ACTIVE ETF TR | 8K | $100K–$500K | SH |
| HRL | HORMEL FOODS CORP | 14K | $100K–$500K | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 14K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| BSCW | INVESCO EXCH TRD SLF IDX FD | 15K | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 545 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 496 | $100K–$500K | SH |
| IBDY | ISHARES TR | 12K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| DLN | WISDOMTREE TR | 3K | $100K–$500K | SH |
| EDIV | SPDR INDEX SHS FDS | 8K | $100K–$500K | SH |
| MTUM | ISHARES TR | 1K | $100K–$500K | SH |
| GGG | GRACO INC | 3K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 891 | $100K–$500K | SH |
| FSTA | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| CMF | ISHARES TR | 5K | $100K–$500K | SH |
| VFMF | VANGUARD WELLINGTON FD | 2K | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD INC | 26K | $100K–$500K | SH |
| IBTG | ISHARES TR | 11K | $100K–$500K | SH |
| WPC | WP CAREY INC | 4K | $100K–$500K | SH |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 15K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 769 | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 2K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 474 | $100K–$500K | SH |