StockDriftsStockDriftsTop 50 Cranbrook Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.64% | 83.1K | $62.2M | -1.05%(-883) | $248.37(+213.62%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 10.49% | 730.6K | $56.0M | +1.72%(+12.33K) | $80.52(-6.19%) | 2026-06-30 | |
| IEFA | ISHARES TR | 7.16% | 396.1K | $38.3M | +0.18%(+716) | $61.25(+65.42%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 6.55% | 434.5K | $35.0M | +0.51%(+2.20K) | $42.49(+98.44%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.48% | 672.1K | $18.6M | -0.03%(-208) | $17.62(+62.60%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.45% | 381.1K | $18.5M | -0.63%(-2.44K) | $54.61(-12.67%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.89% | 104.2K | $15.5M | -2.92%(-3.13K) | $83.39(+79.84%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.64% | 163.9K | $14.1M | -0.16%(-266) | $15.28(+483.70%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 2.35% | 36.4K | $12.5M | -3.16%(-1.19K) | $132.50(+169.07%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.31% | 64.8K | $12.3M | +0.68%(+435) | $62.98(+202.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.88% | +40.05% | +5.16% | +28.58% |
| Top 20 Holdings Unweighted | +13.71% | +47.01% | +6.20% | +35.06% |
Cranbrook Wealth Management, LLC reports $534.35M in US-listed equity holdings across 406 positions in its most recent 13F filing. Its largest disclosed positions are IVV (11.6%), BIV (10.5%) and IEFA (7.2%). The top 20 holdings account for 68.51% of reported assets. Its disclosed equity book has returned +40.05% on a three-year cumulative basis. Figures reflect the Q2 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 Cranbrook Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599084). View Cranbrook Wealth Management, LLC’s 13F filings on SEC