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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, SPSB, BND, VEA, VTV, and represent 21.45% of Cherry Tree Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFCF, SPSB, VTIP, BND, VBIL, FLRN, BSV, VSDM, SPIB, SCHX.
Started 19 new stock positions in ETHA, IFLN, LQD, VSNT, IWR, UTES, PYPL, GLDM, MBB, SPHR. FDIS, JNK, VSDM, EWU, VIS, XLC, WAT, HAL, QGRW.
Reduced shares in these 10 stocks: VTV, GDX, VBR, FNDF, JPM, VRP, JEPI, DFAC, IBDR, KMI.
Sold out of its positions in FCO, BCI, ADX, AEE, BMY, EXE, DOW, FPI, QDEF, ETH. HWKN, VCV, DWAS, EFG, IMTM, NBCM, OKE, OGN, PCG, RGLD, SPYV, AVDL, NAT.
Cherry Tree Wealth Management was a net seller of stock by $-2.4M.
Cherry Tree Wealth Management has $473M in assets under management (AUM), dropping by -0.19%.
Central Index Key (CIK): 0001985414

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Portfolio Holdings for Cherry Tree Wealth Management

Cherry Tree Wealth Management holds 582 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Cherry Tree Wealth Management has 582 total positions. Only the first 250 positions are shown.

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Download the Cherry Tree Wealth Management March 2026 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		650k	33.54	View chart
Spdr Series Trust State Street Spd (SPSB)	4.5	$21M	+5%	701k	30.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.4	$21M	+3%	281k	73.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.1	$19M		302k	64.08	View chart
Vanguard Index Fds Value Etf (VTV)	3.9	$19M	-4%	94k	196.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$16M		24k	653.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.9	$14M		91k	148.10	View chart
Spdr Series Trust State Street Spd (FLRN)	2.8	$13M	+2%	436k	30.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.7	$13M		48k	261.92	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.6	$12M	-4%	56k	217.25	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.5	$12M	-2%	304k	38.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.3	$11M		139k	79.27	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.3	$11M	-4%	222k	48.93	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.2	$11M	+2%	133k	78.41	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.2	$10M		139k	75.10	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.0	$9.5M	+7%	189k	49.95	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.8	$8.6M		106k	80.61	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	1.8	$8.4M		180k	46.36	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.8	$8.3M		88k	94.24	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.5	$7.2M		145k	49.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$6.7M	-2%	124k	54.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$6.5M	-2%	84k	77.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.4	$6.5M	+2%	34k	191.92	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.3	$6.3M		130k	48.46	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.3	$5.9M		233k	25.33	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$5.9M		73k	80.58	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.2	$5.5M	-2%	89k	62.45	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$4.9M		199k	24.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$4.8M	+4%	54k	88.70	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.0	$4.7M	-4%	64k	73.14	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.0	$4.6M	+3%	124k	36.76	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.0	$4.6M		196k	23.26	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.9	$4.2M	+4%	157k	26.58	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.9	$4.1M		171k	24.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$4.1M		13k	320.82	View chart
Titan Machinery (TITN)	0.9	$4.1M		246k	16.72	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.8	$4.0M	+11%	53k	75.65	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$4.0M		36k	110.47	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$3.7M		110k	33.97	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.8	$3.6M	+44%	85k	42.22	View chart
Apple (AAPL)	0.7	$3.3M		13k	253.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$3.3M		5.5k	597.55	View chart
Microsoft Corporation (MSFT)	0.6	$3.0M		8.0k	370.17	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$2.9M	-2%	114k	25.10	View chart
T. Rowe Price (TROW)	0.5	$2.5M		28k	90.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$2.4M	-14%	42k	56.68	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.3M	-3%	16k	142.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.2M		22k	99.27	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$2.0M	-7%	3.1k	650.35	View chart
Ea Series Trust Cambria Us Equal (USEW)	0.4	$2.0M		40k	48.88	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.9M	+9%	38k	50.61	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$1.9M		26k	71.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$1.9M	+16%	72k	25.64	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.4	$1.8M	-3%	17k	109.22	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$1.8M	+3%	30k	59.55	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$1.7M		32k	52.78	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.7M		18k	90.53	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.3	$1.6M	+2%	75k	21.89	View chart
NVIDIA Corporation (NVDA)	0.3	$1.6M	-5%	9.1k	174.40	View chart
Emerson Electric (EMR)	0.3	$1.6M		12k	131.02	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$1.6M		68k	23.22	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.6M		3.6k	436.79	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$1.4M	-10%	9.9k	145.79	View chart
Eli Lilly & Co. (LLY)	0.3	$1.4M		1.5k	919.77	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$1.2M		16k	76.54	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.2M		13k	92.74	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.2	$1.1M	+3%	54k	20.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.1M		4.4k	248.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$989k	-2%	3.4k	287.56	View chart
3M Company (MMM)	0.2	$988k	-5%	6.8k	145.24	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$917k	-3%	13k	69.75	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$900k	-8%	16k	55.52	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$876k		7.8k	112.27	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.2	$843k	-10%	17k	48.62	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$755k		3.9k	191.81	View chart
American Express Company (AXP)	0.2	$750k		2.5k	302.43	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$731k		9.8k	74.35	View chart
Medtronic SHS (MDT)	0.2	$725k	-24%	8.4k	86.64	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$719k	+2%	2.5k	286.83	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.2	$715k		13k	54.11	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$713k		8.2k	86.65	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$712k	-27%	29k	24.24	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$709k	-6%	65k	10.88	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$664k	-7%	17k	39.44	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$649k	-42%	27k	23.98	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$610k	+24%	2.9k	208.05	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$579k		13k	45.89	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$569k		17k	33.86	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$562k		17k	32.95	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$536k		1.8k	298.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$532k		2.5k	215.06	View chart
Procter & Gamble Company (PG)	0.1	$524k	-11%	3.6k	144.44	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.1	$517k	+4%	21k	25.27	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$505k	-6%	12k	42.56	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$489k		7.5k	64.73	View chart
Vanguard World Utilities Etf (VPU)	0.1	$486k		2.5k	198.14	View chart
Amazon (AMZN)	0.1	$480k		2.3k	208.27	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$478k		5.8k	82.57	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$476k		9.0k	52.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$467k		3.8k	124.31	View chart
Us Bancorp Com New (USB)	0.1	$456k	-5%	8.8k	52.01	View chart
Tesla Motors (TSLA)	0.1	$451k		1.2k	371.75	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$427k		4.0k	106.50	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$425k	-16%	4.7k	91.37	View chart
Wal-Mart Stores (WMT)	0.1	$416k		3.3k	124.29	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$396k	+3%	4.0k	99.86	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$390k	-4%	2.7k	145.76	View chart
Lennox International (LII)	0.1	$388k	+9%	836.00	464.13	View chart
Caterpillar (CAT)	0.1	$386k		545.00	708.46	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$380k	-14%	9.8k	38.96	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$379k	-7%	3.0k	128.13	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$374k		5.3k	70.36	View chart
Pepsi (PEP)	0.1	$362k		2.3k	155.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$356k	-9%	997.00	356.56	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$353k		9.8k	35.94	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.1	$352k	-15%	15k	24.24	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.1	$345k	+7%	4.8k	72.57	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$345k		1.1k	318.07	View chart
JPMorgan Chase & Co. (JPM)	0.1	$345k	-58%	1.2k	294.16	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$337k		2.3k	145.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$336k	+17%	582.00	577.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$335k		11k	30.68	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$333k		4.7k	70.91	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$317k	-18%	3.0k	106.15	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$316k		4.4k	71.73	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$312k		15k	20.59	View chart
Exxon Mobil Corporation (XOM)	0.1	$311k		1.8k	169.70	View chart
Hormel Foods Corporation (HRL)	0.1	$311k		14k	22.65	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$300k		12k	25.85	View chart
Phillips 66 (PSX)	0.1	$297k		1.6k	182.18	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	0.1	$294k		7.5k	39.48	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$290k		5.5k	52.33	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$289k	-4%	3.2k	89.33	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$288k	+3%	1.2k	239.99	View chart
Gra (GGG)	0.1	$285k		3.4k	84.65	View chart
Wells Fargo & Company (WFC)	0.1	$285k		3.6k	79.61	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.1	$284k	-11%	7.1k	39.73	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$276k	NEW	3.6k	76.29	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$273k		1.8k	155.07	View chart
Wp Carey (WPC)	0.1	$272k		4.0k	67.96	View chart
Raytheon Technologies Corp (RTX)	0.1	$266k		1.4k	192.88	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$265k		4.7k	56.86	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$262k		11k	22.92	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$253k		15k	16.46	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$248k	+27%	3.0k	81.98	View chart
Johnson & Johnson (JNJ)	0.1	$238k	-45%	975.00	244.35	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$238k		7.3k	32.43	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$232k		4.9k	47.53	View chart
McDonald's Corporation (MCD)	0.0	$229k	-17%	738.00	310.66	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$227k		2.6k	87.84	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$224k	+15%	10k	22.21	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$224k		2.7k	81.50	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$222k		9.9k	22.43	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$221k		4.8k	46.23	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$217k	-9%	2.0k	106.01	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$211k	-5%	4.7k	44.45	View chart
Ameriprise Financial (AMP)	0.0	$211k		474.00	444.40	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$210k	-5%	6.2k	33.67	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$209k		4.1k	50.95	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$209k		450.00	463.26	View chart
Abbott Laboratories (ABT)	0.0	$206k		2.0k	102.67	View chart
UnitedHealth (UNH)	0.0	$200k	-3%	741.00	270.43	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$195k		6.1k	32.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$193k		2.9k	67.53	View chart
Coca-Cola Company (KO)	0.0	$190k		2.5k	76.05	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$186k		1.9k	96.29	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$183k	+19%	7.3k	25.07	View chart
Illinois Tool Works (ITW)	0.0	$175k		674.00	260.29	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$173k		1.1k	151.41	View chart
Target Corporation (TGT)	0.0	$172k		1.4k	121.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$172k	-2%	399.00	430.29	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.0	$170k	-2%	7.4k	22.95	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.0	$162k	+15%	3.7k	44.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$161k		888.00	181.42	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$160k	-7%	1.7k	97.13	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$160k	-19%	842.00	189.59	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$159k		3.3k	48.05	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$155k	-2%	2.9k	53.13	View chart
International Business Machines (IBM)	0.0	$154k		634.00	242.39	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$153k		2.7k	56.79	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$151k		411.00	367.44	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$150k		215.00	697.72	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$146k		9.3k	15.65	View chart
Cisco Systems (CSCO)	0.0	$145k		1.9k	77.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$143k		499.00	287.18	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$137k		6.3k	21.84	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$135k		6.0k	22.28	View chart
Zoetis Cl A (ZTS)	0.0	$135k		1.1k	118.21	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.0	$134k	-3%	5.7k	23.47	View chart
General Mills (GIS)	0.0	$134k		3.6k	37.22	View chart
Netflix (NFLX)	0.0	$134k		1.4k	96.15	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$133k	+7%	822.00	161.73	View chart
Home Depot (HD)	0.0	$129k		392.00	328.89	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$127k		3.6k	34.91	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.0	$124k	-16%	7.2k	17.30	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$122k		1.8k	68.14	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$121k		1.5k	79.06	View chart
Altria (MO)	0.0	$121k		1.8k	65.99	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$121k		4.0k	30.32	View chart
Xcel Energy (XEL)	0.0	$118k	-18%	1.5k	79.44	View chart
Vanguard World Financials Etf (VFH)	0.0	$115k		948.00	120.81	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$115k	-65%	4.7k	24.39	View chart
Amgen (AMGN)	0.0	$109k		310.00	351.85	View chart
Costco Wholesale Corporation (COST)	0.0	$108k	-27%	109.00	991.86	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$108k	+205%	1.1k	95.43	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$106k	-2%	1.3k	79.56	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.0	$105k	-8%	4.0k	26.06	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$104k	+5%	707.00	146.61	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$103k		415.00	248.84	View chart
Chevron Corporation (CVX)	0.0	$100k		482.00	206.90	View chart
Meta Platforms Cl A (META)	0.0	$99k		173.00	570.48	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$98k		5.0k	19.72	View chart
Realty Income (O)	0.0	$98k	-19%	1.6k	61.18	View chart
Solventum Corp Com Shs (SOLV)	0.0	$93k		1.4k	65.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$93k	-14%	218.00	426.86	View chart
Automatic Data Processing (ADP)	0.0	$92k		454.00	203.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$92k	-8%	431.00	213.67	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$91k		69.00	1320.84	View chart
Visa Com Cl A (V)	0.0	$91k	+2%	300.00	301.74	View chart
Applied Materials (AMAT)	0.0	$90k		264.00	342.14	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$90k		4.4k	20.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$89k	-9%	641.00	138.32	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$87k		951.00	90.94	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$86k	+1342%	1.7k	49.37	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$86k		2.4k	35.90	View chart
Becton, Dickinson and (BDX)	0.0	$85k		540.00	157.23	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$84k		1.7k	48.46	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$79k	+1348%	956.00	82.43	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$79k		795.00	99.08	View chart
Otis Worldwide Corp (OTIS)	0.0	$78k		1.0k	77.08	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Enrg (PXI)	0.0	$77k		1.3k	59.55	View chart
Ishares Tr Esg Select Scree (XJR)	0.0	$77k		1.8k	43.54	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$76k		3.2k	23.65	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$74k		1.3k	57.20	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.0	$73k		3.2k	22.55	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$73k	+84%	1.6k	45.52	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$72k	+223%	873.00	82.75	View chart
Parker-Hannifin Corporation (PH)	0.0	$72k		80.00	895.25	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$70k	-16%	941.00	74.83	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$70k		988.00	70.95	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$70k		1.3k	53.22	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$69k	+2880%	894.00	77.18	View chart
Larimar Therapeutics (LRMR)	0.0	$69k		15k	4.50	View chart
First Tr Exchange Traded Dorsey Wright (DALI)	0.0	$69k		2.5k	27.82	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$68k		733.00	93.27	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$67k		1.0k	66.86	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.0	$66k		1.1k	59.74	View chart
Duke Energy Corp Com New (DUK)	0.0	$65k		500.00	130.85	View chart
Wec Energy Group (WEC)	0.0	$60k		521.00	115.77	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$60k		599.00	100.57	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 2026 Q1 filed May 5, 2026
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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