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 251–300 of 586
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOOG | VANGUARD ADMIRAL FDS INC | 137 | $50K–$100K | SH |
| MINT | PIMCO ETF TR | 599 | $50K–$100K | SH |
| PXI | INVESCO EXCHANGE TRADED FD T | 1K | $50K–$100K | SH |
| SCHA | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| SAP | SAP SE | 241 | $50K–$100K | SH |
| LRMR | LARIMAR THERAPEUTICS INC | 15K | $50K–$100K | SH |
| DUK | DUKE ENERGY CORP NEW | 496 | $50K–$100K | SH |
| TLTE | FLEXSHARES TR | 883 | $50K–$100K | SH |
| WEC | WEC ENERGY GROUP INC | 521 | $50K–$100K | SH |
| IBTM | ISHARES TR | 2K | $50K–$100K | SH |
| VXF | VANGUARD INDEX FDS | 251 | $50K–$100K | SH |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 1K | $50K–$100K | SH |
| KR | KROGER CO | 823 | $50K–$100K | SH |
| SPDW | SPDR INDEX SHS FDS | 1K | $50K–$100K | SH |
| PFE | PFIZER INC | 2K | $50K–$100K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 235 | $50K–$100K | SH |
| DRIV | GLOBAL X FDS | 2K | $15K–$50K | SH |
| HON | HONEYWELL INTL INC | 253 | $15K–$50K | SH |
| IBHI | ISHARES TR | 2K | $15K–$50K | SH |
| DEM | WISDOMTREE TR | 1K | $15K–$50K | SH |
| MCK | MCKESSON CORP | 58 | $15K–$50K | SH |
| ABBV | ABBVIE INC | 208 | $15K–$50K | SH |
| DOL | WISDOMTREE TR | 714 | $15K–$50K | SH |
| DIS | DISNEY WALT CO | 411 | $15K–$50K | SH |
| PAYX | PAYCHEX INC | 413 | $15K–$50K | SH |
| ITA | ISHARES TR | 212 | $15K–$50K | SH |
| IVE | ISHARES TR | 212 | $15K–$50K | SH |
| AVGO | BROADCOM INC | 129 | $15K–$50K | SH |
| SPEM | SPDR INDEX SHS FDS | 943 | $15K–$50K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 800 | $15K–$50K | SH |
| QCLN | FIRST TR EXCHANGE-TRADED FD | 962 | $15K–$50K | SH |
| WM | WASTE MGMT INC DEL | 190 | $15K–$50K | SH |
| ETH | GRAYSCALE ETHEREUM MINI TR E | 1K | $15K–$50K | SH |
| UI | UBIQUITI INC | 75 | $15K–$50K | SH |
| IEI | ISHARES TR | 343 | $15K–$50K | SH |
| DFLV | DIMENSIONAL ETF TRUST | 1K | $15K–$50K | SH |
| IBTO | ISHARES TR | 2K | $15K–$50K | SH |
| NULC | NUSHARES ETF TR | 825 | $15K–$50K | SH |
| XC | WISDOMTREE TR | 1K | $15K–$50K | SH |
| ANET | ARISTA NETWORKS INC | 298 | $15K–$50K | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 340 | $15K–$50K | SH |
| TLT | ISHARES TR | 445 | $15K–$50K | SH |
| OKE | ONEOK INC NEW | 525 | $15K–$50K | SH |
| IDU | ISHARES TR | 356 | $15K–$50K | SH |
| EMXC | ISHARES INC | 522 | $15K–$50K | SH |
| QCOM | QUALCOMM INC | 221 | $15K–$50K | SH |
| SPYD | SPDR SERIES TRUST | 868 | $15K–$50K | SH |
| EWX | SPDR INDEX SHS FDS | 561 | $15K–$50K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 904 | $15K–$50K | SH |
| OTTR | OTTER TAIL CORP | 454 | $15K–$50K | SH |