StockDriftsStockDriftsTop 50 Cherry Tree Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 4.91% | 368.8K | $26.0M | +21.90%(+66.27K) | $51.42(+34.89%) | 2026-09-30 | |
| SPIB | SPDR SERIES TRUST | 4.1% | 674.6K | $21.8M | +2.03%(+13.41K) | $32.21(+0.53%) | 2026-09-30 | |
| SPSB | SPDR SERIES TRUST | 4.07% | 730.2K | $21.6M | -0.28%(-2.03K) | $29.61(+0.02%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 3.83% | 94.0K | $20.3M | +0.50%(+471) | $140.84(+57.77%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 3.81% | 288.3K | $20.2M | -0.06%(-160) | $72.92(-3.18%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.44% | 23.8K | $18.3M | +0.44%(+104) | $446.76(+72.35%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 2.75% | 51.2K | $14.6M | +1.86%(+936) | $206.59(+37.67%) | 2026-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 2.61% | 89.1K | $13.8M | -0.53%(-476) | $105.70(+50.85%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.51% | 299.7K | $13.3M | -0.26%(-773) | $26.21(+71.20%) | 2026-09-30 | |
| VBR | VANGUARD INDEX FDS | 2.43% | 55.9K | $12.9M | +0.07%(+37) | $162.48(+44.96%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.22% | +30.28% | — | — | +26.68% |
| Top 20 Holdings Unweighted | +10.24% | +33.99% | — | — | +29.92% |
Cherry Tree Wealth Management LLC reports $530.81M in US-listed equity holdings across 582 positions in its most recent 13F filing. Its largest disclosed positions are VEA (4.9%), SPIB (4.1%) and SPSB (4.1%). The top 20 holdings account for 53.54% of reported assets. Its disclosed equity book has returned +30.28% on a three-year cumulative basis. Figures reflect the Q3 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