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 201–250 of 586
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VFH | VANGUARD WORLD FD | 948 | $100K–$500K | SH |
| FELV | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| SPTM | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| PFF | ISHARES TR | 4K | $100K–$500K | SH |
| IWF | ISHARES TR | 255 | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 764 | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 454 | $100K–$500K | SH |
| IBDZ | ISHARES TR | 4K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 2K | $100K–$500K | SH |
| IWY | ISHARES TR | 415 | $100K–$500K | SH |
| SOLV | SOLVENTUM CORP | 1K | $100K–$500K | SH |
| META | META PLATFORMS INC | 170 | $100K–$500K | SH |
| O | REALTY INCOME CORP | 2K | $100K–$500K | SH |
| SRE | SEMPRA | 1K | $100K–$500K | SH |
| HYG | ISHARES TR | 1K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 2K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 540 | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 668 | $100K–$500K | SH |
| V | VISA INC | 294 | $100K–$500K | SH |
| AMGN | AMGEN INC | 310 | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 711 | $100K–$500K | SH |
| IWD | ISHARES TR | 472 | $50K–$100K | SH |
| IBTK | ISHARES TR | 5K | $50K–$100K | SH |
| EXE | EXPAND ENERGY CORPORATION | 848 | $50K–$100K | SH |
| NULG | NUSHARES ETF TR | 951 | $50K–$100K | SH |
| FXI | ISHARES TR | 2K | $50K–$100K | SH |
| IBTL | ISHARES TR | 4K | $50K–$100K | SH |
| OTIS | OTIS WORLDWIDE CORP | 1K | $50K–$100K | SH |
| ISTB | ISHARES TR | 2K | $50K–$100K | SH |
| AVIV | AMERICAN CENTY ETF TR | 1K | $50K–$100K | SH |
| VTEC | VANGUARD CALIF TAX FREE FDS | 795 | $50K–$100K | SH |
| FPI | FARMLAND PARTNERS INC | 8K | $50K–$100K | SH |
| XJR | ISHARES TR | 2K | $50K–$100K | SH |
| DFAR | DIMENSIONAL ETF TRUST | 3K | $50K–$100K | SH |
| ASML | ASML HOLDING N V | 69 | $50K–$100K | SH |
| CVX | CHEVRON CORP NEW | 482 | $50K–$100K | SH |
| AGZD | WISDOMTREE TR | 3K | $50K–$100K | SH |
| ORCL | ORACLE CORP | 367 | $50K–$100K | SH |
| WOOD | ISHARES TR | 988 | $50K–$100K | SH |
| DALI | FIRST TR EXCHANGE TRADED FD | 2K | $50K–$100K | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 1K | $50K–$100K | SH |
| IGIB | ISHARES TR | 1K | $50K–$100K | SH |
| PH | PARKER-HANNIFIN CORP | 80 | $50K–$100K | SH |
| HYS | PIMCO ETF TR | 733 | $50K–$100K | SH |
| GOVT | ISHARES TR | 3K | $50K–$100K | SH |
| IFRA | ISHARES TR | 1K | $50K–$100K | SH |
| AMAT | APPLIED MATLS INC | 264 | $50K–$100K | SH |
| ACN | ACCENTURE PLC IRELAND | 253 | $50K–$100K | SH |
| MRK | MERCK & CO INC | 620 | $50K–$100K | SH |
| DJD | INVESCO EXCHANGE TRADED FD T | 1K | $50K–$100K | SH |