StockDriftsStockDriftsTop 50 Cherry Tree Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPIB | SPDR SERIES TRUST | 4.61% | 650.1K | $21.8M | +1.21%(+7.75K) | $32.18(+3.90%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 4.46% | 701.3K | $21.1M | +5.36%(+35.69K) | $29.59(+1.37%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.37% | 280.7K | $20.7M | +3.13%(+8.53K) | $72.90(+0.38%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.09% | 301.5K | $19.3M | +0.76%(+2.27K) | $47.08(+50.03%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.91% | 94.3K | $18.5M | -4.61%(-4.56K) | $140.46(+48.35%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.29% | 23.8K | $15.6M | -1.54%(-372) | $445.40(+67.43%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 2.86% | 91.3K | $13.5M | -0.81%(-750) | $105.70(+47.24%) | 2026-03-31 | |
| FLRN | SPDR SERIES TRUST | 2.84% | 435.9K | $13.4M | +2.37%(+10.10K) | $30.60(+0.60%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.66% | 48.1K | $12.6M | +0.91%(+431) | $201.53(+41.75%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.58% | 56.1K | $12.2M | -4.20%(-2.46K) | $162.43(+41.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.56% |
Cherry Tree Wealth Management, LLC reports $472.72M in US-listed equity holdings across 582 positions in its most recent 13F filing. Its largest disclosed positions are SPIB (4.6%), SPSB (4.5%) and BND (4.4%). The top 20 holdings account for 56.07% of reported assets. Its disclosed equity book has returned +21.02% cumulatively over 11 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cherry Tree Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1985414). View Cherry Tree Wealth Management, LLC’s 13F filings on SEC