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 151–200 of 586
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FNDA | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| DGRW | WISDOMTREE TR | 3K | $100K–$500K | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| DLS | WISDOMTREE TR | 3K | $100K–$500K | SH |
| IBTH | ISHARES TR | 10K | $100K–$500K | SH |
| DFIS | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| IQLT | ISHARES TR | 5K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 450 | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 8K | $100K–$500K | SH |
| FLOT | ISHARES TR | 4K | $100K–$500K | SH |
| NUBD | NUSHARES ETF TR | 9K | $100K–$500K | SH |
| DIHP | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| IWN | ISHARES TR | 1K | $100K–$500K | SH |
| IJH | ISHARES TR | 3K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 634 | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| AAXJ | ISHARES TR | 2K | $100K–$500K | SH |
| IYW | ISHARES TR | 888 | $100K–$500K | SH |
| IBHF | ISHARES TR | 8K | $100K–$500K | SH |
| KO | COCA COLA CO | 2K | $100K–$500K | SH |
| EFA | ISHARES TR | 2K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 411 | $100K–$500K | SH |
| RGLD | ROYAL GOLD INC | 749 | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 674 | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 4K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 410 | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 215 | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 9K | $100K–$500K | SH |
| DVY | ISHARES TR | 1K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 3K | $100K–$500K | SH |
| SUSB | ISHARES TR | 6K | $100K–$500K | SH |
| EPP | ISHARES INC | 3K | $100K–$500K | SH |
| SMB | VANECK ETF TRUST | 9K | $100K–$500K | SH |
| EEM | ISHARES TR | 3K | $100K–$500K | SH |
| T | AT&T INC | 6K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 499 | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 2K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 1K | $100K–$500K | SH |
| IBHH | ISHARES TR | 6K | $100K–$500K | SH |
| TGT | TARGET CORP | 1K | $100K–$500K | SH |
| DDWM | WISDOMTREE TR | 3K | $100K–$500K | SH |
| IBTJ | ISHARES TR | 6K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 2K | $100K–$500K | SH |
| IBTI | ISHARES TR | 6K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 392 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 1K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 150 | $100K–$500K | SH |