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Cherry Tree Wealth Management

Latest statistics and disclosures from Cherry Tree Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPIB, BND, SPSB, VTV, VEA, and represent 21.02% of Cherry Tree Wealth Management's stock portfolio.
Added to shares of these 10 stocks: USEW, DFCF, VTEB, BSV, SPSB, VBIL, DUHP, GOOGL, IVV, VEA.
Started 46 new stock positions in GEV, MRVL, SOLS, USEW, IMSR, CZR, JTEK, IMTM, USFD, FHLC.
Reduced shares in these 10 stocks: IBDQ, SPIB, VRP, DFUV, IBTF, AGG, SPLV, DFAC, VTI, PGX.
Sold out of its positions in AMN, ANGI, ADBE, ACM, ALE, AEP, AstraZeneca, AVY, TECH, BL.
Cherry Tree Wealth Management was a net buyer of stock by $13M.
Cherry Tree Wealth Management has $474M in assets under management (AUM), dropping by 3.97%.
Central Index Key (CIK): 0001985414

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Portfolio Holdings for Cherry Tree Wealth Management

Cherry Tree Wealth Management holds 586 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Cherry Tree Wealth Management has 586 total positions. Only the first 250 positions are shown.

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Download the Cherry Tree Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPIB)	4.6	$22M	-3%	642k	33.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.3	$20M		272k	74.07	View chart
Spdr Series Trust State Street Spd (SPSB)	4.2	$20M	+3%	666k	30.20	View chart
Vanguard Index Fds Value Etf (VTV)	4.0	$19M		99k	190.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.9	$19M	+3%	299k	62.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.5	$17M	+3%	24k	684.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.8	$13M		92k	143.52	View chart
Spdr Series Trust State Street Spd (FLRN)	2.8	$13M	+2%	426k	30.73	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.6	$12M		59k	211.79	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.6	$12M		311k	39.59	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.6	$12M	+4%	48k	257.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.3	$11M		137k	79.73	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.2	$11M		233k	45.21	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.2	$10M		141k	73.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.2	$10M	+8%	130k	78.81	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.8	$8.7M	+4%	176k	49.46	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	1.7	$8.1M		182k	44.55	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.7	$8.0M		89k	90.00	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.7	$8.0M	+6%	105k	75.77	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.5	$7.3M	+23%	145k	50.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$6.8M	+4%	127k	53.76	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$6.5M		86k	75.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$6.3M	+8%	33k	191.56	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.3	$6.1M	-8%	131k	46.59	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.3	$5.9M	+5%	233k	25.46	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$5.8M		75k	77.02	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.1	$5.4M		91k	59.54	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.0	$4.8M	-6%	67k	71.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$4.8M	+2%	198k	24.04	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.0	$4.6M		196k	23.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$4.6M		52k	88.49	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.0	$4.5M	+15%	120k	38.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$4.4M	-4%	13k	335.28	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.9	$4.2M		174k	24.28	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.8	$4.0M	+3%	151k	26.42	View chart
Microsoft Corporation (MSFT)	0.8	$3.9M	+4%	8.0k	483.62	View chart
Titan Machinery (TITN)	0.8	$3.6M		242k	15.04	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$3.6M	+5%	36k	101.98	View chart
Apple (AAPL)	0.8	$3.6M		13k	271.85	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$3.6M	+2%	110k	32.73	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.8	$3.6M	+23%	48k	75.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$3.5M		5.5k	627.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$3.1M		117k	26.23	View chart
T. Rowe Price (TROW)	0.6	$2.9M	-3%	28k	102.38	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$2.8M		49k	57.24	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.5	$2.5M	+260%	59k	42.56	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.5M		17k	148.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.3M		3.4k	681.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.2M	-15%	22k	99.88	View chart
Ea Series Trust Cambria Us Equal (USEW)	0.4	$2.0M	NEW	40k	50.76	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$1.8M		26k	69.67	View chart
NVIDIA Corporation (NVDA)	0.4	$1.8M	+28%	9.6k	186.50	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.8M	+36%	35k	50.59	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.4	$1.7M		17k	101.82	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.7M	+2%	3.6k	487.86	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$1.7M		29k	59.93	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$1.7M		62k	26.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.6M		18k	89.46	View chart
Eli Lilly & Co. (LLY)	0.3	$1.6M		1.5k	1074.68	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$1.6M	-7%	69k	23.37	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.3	$1.6M	+5%	73k	22.07	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$1.6M		32k	49.90	View chart
Emerson Electric (EMR)	0.3	$1.6M	-8%	12k	132.72	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$1.6M		11k	143.33	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$1.3M	+2%	16k	80.22	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.3M	-2%	13k	94.16	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$1.2M	-38%	47k	24.33	View chart
3M Company (MMM)	0.2	$1.1M	-4%	7.2k	160.09	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.2	$1.1M	+4%	53k	21.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.1M	+121%	3.5k	313.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.1M	+93%	4.4k	246.16	View chart
Medtronic SHS (MDT)	0.2	$1.1M	-2%	11k	96.06	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$1.0M	-2%	18k	58.12	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$983k	+10%	41k	24.23	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$952k		7.9k	120.96	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.2	$950k	-2%	19k	49.12	View chart
JPMorgan Chase & Co. (JPM)	0.2	$918k	-2%	2.8k	322.22	View chart
American Express Company (AXP)	0.2	$917k	-6%	2.5k	369.89	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$916k		14k	67.22	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$782k	-17%	70k	11.24	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$782k		3.9k	198.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$768k		2.4k	313.77	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$716k	+4%	10k	71.41	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.2	$713k	+14%	13k	53.66	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$703k		8.3k	84.64	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$691k	+4%	18k	38.00	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$689k		8.0k	85.77	View chart
Procter & Gamble Company (PG)	0.1	$588k	+11%	4.1k	143.31	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$564k		1.8k	314.80	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$562k		17k	32.75	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$553k		17k	32.57	View chart
Tesla Motors (TSLA)	0.1	$545k	+6278%	1.2k	449.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$543k		2.5k	219.78	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$535k	+100%	13k	42.69	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$531k	NEW	2.4k	224.67	View chart
Amazon (AMZN)	0.1	$529k	+59%	2.3k	230.82	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.1	$499k	+18%	20k	25.53	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$499k		13k	39.45	View chart
Us Bancorp Del Com New (USB)	0.1	$495k	-14%	9.3k	53.36	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$490k		7.6k	64.04	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$479k		5.8k	82.82	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$478k	-3%	5.5k	86.25	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$476k		9.0k	52.88	View chart
Vanguard World Utilities Etf (VPU)	0.1	$461k		2.5k	185.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$451k	-2%	3.8k	120.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$440k		3.2k	136.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$435k		11k	38.11	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$427k	-5%	4.0k	106.70	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.1	$413k		17k	24.06	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$412k		1.1k	373.44	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$395k	NEW	5.3k	74.28	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$394k		2.8k	141.07	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$393k		3.7k	107.11	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.1	$390k		4.4k	88.00	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$372k	-25%	1.1k	342.97	View chart
Wal-Mart Stores (WMT)	0.1	$371k	-2%	3.3k	111.42	View chart
Lennox International (LII)	0.1	$370k	+2%	761.00	485.58	View chart
Johnson & Johnson (JNJ)	0.1	$367k	-11%	1.8k	206.95	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$358k		3.8k	93.97	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$348k		4.7k	74.17	View chart
Pepsi (PEP)	0.1	$335k		2.3k	143.52	View chart
Wells Fargo & Company (WFC)	0.1	$334k		3.6k	93.20	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$329k	-5%	9.8k	33.45	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.1	$326k	+14%	8.1k	40.25	View chart
Hormel Foods Corporation (HRL)	0.1	$325k		14k	23.70	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$324k	-4%	14k	23.65	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$322k		2.3k	139.16	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$316k		15k	20.88	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$313k		4.4k	71.62	View chart
Caterpillar (CAT)	0.1	$312k	+22%	545.00	572.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$305k	+8%	496.00	614.28	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$304k	+30%	12k	26.14	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$300k		11k	27.43	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$299k		3.4k	88.08	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.1	$297k		7.6k	39.15	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$290k		1.2k	250.31	View chart
Gra (GGG)	0.1	$276k	-26%	3.4k	81.97	View chart
McDonald's Corporation (MCD)	0.1	$272k		891.00	305.53	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$272k	NEW	5.5k	49.19	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$268k		4.7k	57.46	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$265k	-12%	1.8k	150.72	View chart
DNP Select Income Fund (DNP)	0.1	$262k		26k	9.99	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$262k	+3%	11k	22.88	View chart
Wp Carey (WPC)	0.1	$257k	-15%	4.0k	64.36	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$257k		15k	16.70	View chart
UnitedHealth (UNH)	0.1	$254k	-2%	769.00	329.92	View chart
Raytheon Technologies Corp (RTX)	0.1	$253k	-9%	1.4k	183.38	View chart
Abbott Laboratories (ABT)	0.1	$251k	+749%	2.0k	125.29	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$235k		2.3k	104.07	View chart
Ameriprise Financial (AMP)	0.0	$232k		474.00	490.34	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$231k		7.3k	31.51	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$229k		4.9k	46.92	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$229k		2.6k	89.43	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$229k	-19%	5.0k	45.84	View chart
Exxon Mobil Corporation (XOM)	0.0	$225k	+17%	1.9k	120.37	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$222k		2.7k	81.01	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$222k	+4%	9.9k	22.47	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$217k	-2%	6.6k	32.94	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$217k	+2%	4.8k	45.45	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$216k		450.00	480.64	View chart
Phillips 66 (PSX)	0.0	$210k		1.6k	129.04	View chart
Kinder Morgan (KMI)	0.0	$210k		7.6k	27.49	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$209k	+7%	4.1k	50.86	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$196k	-32%	8.8k	22.36	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$192k	+19%	6.1k	31.67	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$189k		1.0k	181.21	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$189k	+21%	2.9k	66.00	View chart
International Business Machines (IBM)	0.0	$188k	-9%	634.00	296.21	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$184k	-20%	2.4k	77.68	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$180k		1.9k	93.12	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$177k		888.00	199.68	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.0	$176k		7.6k	23.08	View chart
Coca-Cola Company (KO)	0.0	$175k	+118%	2.5k	69.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$171k		1.8k	96.03	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$170k	-4%	411.00	412.77	View chart
Royal Gold (RGLD)	0.0	$167k	NEW	749.00	222.29	View chart
Illinois Tool Works (ITW)	0.0	$166k		674.00	246.30	View chart
General Mills (GIS)	0.0	$165k	-28%	3.6k	46.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$163k	+8%	410.00	396.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$162k		215.00	753.78	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$162k		9.3k	17.35	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$162k		1.1k	141.14	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$160k	-19%	3.3k	48.32	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$154k	-41%	6.1k	25.24	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$151k		3.0k	50.46	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.0	$150k		8.6k	17.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$147k		2.7k	54.71	View chart
At&t (T)	0.0	$147k		5.9k	24.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$145k		499.00	290.22	View chart
Cisco Systems (CSCO)	0.0	$144k	+26%	1.9k	77.03	View chart
Zoetis Cl A (ZTS)	0.0	$143k		1.1k	125.82	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.0	$140k		5.9k	23.68	View chart
Target Corporation (TGT)	0.0	$139k	+4%	1.4k	97.73	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.0	$138k		3.2k	43.54	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$138k		6.3k	21.95	View chart
Xcel Energy (XEL)	0.0	$136k		1.8k	73.86	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$135k	+46%	6.0k	22.36	View chart
Home Depot (HD)	0.0	$135k	-5%	392.00	344.10	View chart
Netflix (NFLX)	0.0	$130k	+892%	1.4k	93.76	View chart
Costco Wholesale Corporation (COST)	0.0	$129k	+5%	150.00	859.47	View chart
Vanguard World Financials Etf (VFH)	0.0	$127k		948.00	133.49	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$126k		3.6k	34.66	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$126k		1.5k	82.50	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$123k	-50%	4.0k	30.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$121k		255.00	473.74	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$119k		764.00	155.12	View chart
Automatic Data Processing (ADP)	0.0	$117k		454.00	257.23	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.0	$116k	+27%	4.4k	26.37	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$115k		1.8k	64.42	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$115k		415.00	276.94	View chart
Solventum Corp Com Shs (SOLV)	0.0	$113k	-24%	1.4k	79.24	View chart
Meta Platforms Cl A (META)	0.0	$112k	-3%	170.00	658.15	View chart
Realty Income (O)	0.0	$111k		2.0k	56.37	View chart
Sempra Energy (SRE)	0.0	$111k		1.3k	88.29	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$110k		1.4k	80.63	View chart
Altria (MO)	0.0	$106k	+2%	1.8k	57.66	View chart
Becton, Dickinson and (BDX)	0.0	$105k		540.00	194.07	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$103k		668.00	154.80	View chart
Visa Com Cl A (V)	0.0	$103k	-25%	294.00	350.12	View chart
Amgen (AMGN)	0.0	$102k	-26%	310.00	327.31	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$100k		711.00	141.06	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$99k		472.00	210.34	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$99k		5.0k	19.85	View chart
Chesapeake Energy Corp (EXE)	0.0	$94k		848.00	110.36	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$93k		951.00	97.80	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$92k	-9%	2.4k	38.29	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$90k	+12%	4.4k	20.53	View chart
Otis Worldwide Corp (OTIS)	0.0	$88k		1.0k	87.35	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$85k		1.7k	48.75	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$81k		1.1k	71.23	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$80k	NEW	795.00	100.26	View chart
Farmland Partners (FPI)	0.0	$78k		8.0k	9.69	View chart
Ishares Tr Esg Select Scree (XJR)	0.0	$75k		1.8k	42.58	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$74k	-29%	3.2k	22.90	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$74k		69.00	1069.87	View chart
Chevron Corporation (CVX)	0.0	$74k	-21%	482.00	152.41	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.0	$73k	-6%	3.2k	22.49	View chart
Oracle Corporation (ORCL)	0.0	$72k	-11%	367.00	194.91	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$71k		988.00	72.01	View chart
First Tr Exchange Traded Dorsey Wright (DALI)	0.0	$71k		2.5k	28.76	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$71k		1.0k	70.41	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$70k	NEW	1.3k	53.88	View chart
Parker-Hannifin Corporation (PH)	0.0	$70k		80.00	878.96	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$70k		733.00	94.82	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$69k	+48%	3.0k	23.03	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$68k	NEW	1.3k	52.62	View chart
Applied Materials (AMAT)	0.0	$68k		264.00	256.97	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$68k	+803%	253.00	267.77	View chart
Merck & Co (MRK)	0.0	$65k	-11%	620.00	105.26	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.0	$63k	NEW	1.1k	57.14	View chart

Past Filings by Cherry Tree Wealth Management

SEC 13F filings are viewable for Cherry Tree Wealth Management going back to 2023

Cherry Tree Wealth Management 2025 Q4 filed Feb. 10, 2026
Cherry Tree Wealth Management 2025 Q3 filed Nov. 24, 2025
Cherry Tree Wealth Management 2025 Q2 filed Aug. 5, 2025
Cherry Tree Wealth Management 2025 Q1 filed April 21, 2025
Cherry Tree Wealth Management 2024 Q4 filed Feb. 4, 2025
Cherry Tree Wealth Management 2024 Q3 filed Nov. 12, 2024
Cherry Tree Wealth Management 2024 Q2 filed Aug. 6, 2024
Cherry Tree Wealth Management 2024 Q1 filed May 1, 2024
Cherry Tree Wealth Management 2023 Q4 filed Feb. 6, 2024
Cherry Tree Wealth Management 2023 Q3 filed Nov. 14, 2023
Cherry Tree Wealth Management 2023 Q2 filed Aug. 9, 2023

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