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 301–350 of 586
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | 2K | $15K–$50K | SH |
| CI | THE CIGNA GROUP | 132 | $15K–$50K | SH |
| IEF | ISHARES TR | 371 | $15K–$50K | SH |
| CB | CHUBB LIMITED | 112 | $15K–$50K | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 345 | $15K–$50K | SH |
| GLW | CORNING INC | 385 | $15K–$50K | SH |
| KBWR | INVESCO EXCH TRADED FD TR II | 500 | $15K–$50K | SH |
| EWJ | ISHARES INC | 381 | $15K–$50K | SH |
| DFSI | DIMENSIONAL ETF TRUST | 713 | $15K–$50K | SH |
| WY | WEYERHAEUSER CO MTN BE | 1K | $15K–$50K | SH |
| F | FORD MTR CO | 2K | $15K–$50K | SH |
| FDX | FEDEX CORP | 102 | $15K–$50K | SH |
| MCHI | ISHARES TR | 490 | $15K–$50K | SH |
| XT | ISHARES TR | 419 | $15K–$50K | SH |
| QHY | WISDOMTREE TR | 624 | $15K–$50K | SH |
| SNPS | SYNOPSYS INC | 62 | $15K–$50K | SH |
| NKE | NIKE INC | 451 | $15K–$50K | SH |
| CMCSA | COMCAST CORP NEW | 934 | $15K–$50K | SH |
| COF | CAPITAL ONE FINL CORP | 113 | $15K–$50K | SH |
| FCX | FREEPORT-MCMORAN INC | 534 | $15K–$50K | SH |
| MDLZ | MONDELEZ INTL INC | 501 | $15K–$50K | SH |
| DFIC | DIMENSIONAL ETF TRUST | 781 | $15K–$50K | SH |
| VBK | VANGUARD INDEX FDS | 88 | $15K–$50K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 44 | $15K–$50K | SH |
| IBCA | ISHARES TR | 1K | $15K–$50K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 303 | $15K–$50K | SH |
| HEFA | ISHARES TR | 612 | $15K–$50K | SH |
| PFFD | GLOBAL X FDS | 1K | $15K–$50K | SH |
| TCHP | T ROWE PRICE ETF INC | 497 | $15K–$50K | SH |
| COWZ | PACER FDS TR | 410 | $15K–$50K | SH |
| IWX | ISHARES TR | 267 | $15K–$50K | SH |
| IYH | ISHARES TR | 375 | $15K–$50K | SH |
| NAT | NORDIC AMERICAN TANKERS LIMI | 7K | $15K–$50K | SH |
| BPOP | POPULAR INC | 190 | $15K–$50K | SH |
| SPAB | SPDR SERIES TRUST | 914 | $15K–$50K | SH |
| WTV | WISDOMTREE TR | 252 | $15K–$50K | SH |
| VTRS | VIATRIS INC | 2K | $15K–$50K | SH |
| APH | AMPHENOL CORP NEW | 172 | $15K–$50K | SH |
| SPBO | SPDR SERIES TRUST | 788 | $15K–$50K | SH |
| CLS | CELESTICA INC | 78 | $15K–$50K | SH |
| AVRE | AMERICAN CENTY ETF TR | 527 | $15K–$50K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 270 | $15K–$50K | SH |
| AEE | AMEREN CORP | 226 | $15K–$50K | SH |
| CLX | CLOROX CO DEL | 223 | $15K–$50K | SH |
| LOW | LOWES COS INC | 90 | $15K–$50K | SH |
| XLRE | SELECT SECTOR SPDR TR | 537 | $15K–$50K | SH |
| MOAT | VANECK ETF TRUST | 209 | $15K–$50K | SH |
| VDC | VANGUARD WORLD FD | 102 | $15K–$50K | SH |
| IVT | INVENTRUST PPTYS CORP | 754 | $15K–$50K | SH |
| SONY | SONY GROUP CORP | 825 | $15K–$50K | SH |