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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, VEA, BND, VTV, and represent 20.17% of Cherry Tree Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFCF, SCHF, VBIL, Ea Series Trust, VUG, AVLV, DUHP, DFAE, SPSB, DFIV.
Started 30 new stock positions in XTEN, FTMN, IUSB, TFLO, DFSV, Ea Series Trust, FPI, AVSC, VCRM, IXC.
Reduced shares in these 10 stocks: FLRN, JEPI, USB, VYM, SPLV, FHLC, MDT, NVDA, VTV, DFAC.
Sold out of its positions in AME, ARW, WRB, CXT, DEO, Dupont De Nemours, EFX, FBIN, HAL, JKHY. Honeywell International, ETHA, MRSH, MRVL, PYPL, SRE, TFC, VTEC.
Cherry Tree Wealth Management was a net buyer of stock by $26M.
Cherry Tree Wealth Management has $532M in assets under management (AUM), dropping by 12.43%.
Central Index Key (CIK): 0001985414

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Portfolio Holdings for Cherry Tree Wealth Management

Cherry Tree Wealth Management holds 594 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Cherry Tree Wealth Management has 594 total positions. Only the first 250 positions are shown.

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Download the Cherry Tree Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Inter Bd Etf (SPIB)	4.2	$22M		661k	33.46	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	4.1	$22M	+4%	732k	30.01	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.1	$22M		303k	71.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.0	$21M	+2%	288k	73.41	View chart
Vanguard Index Fds Value Etf (VTV)	3.8	$20M		94k	217.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$18M		24k	748.87	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.9	$15M	+4%	50k	303.12	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.7	$14M		90k	158.03	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.6	$14M		56k	242.99	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	2.5	$13M		301k	44.36	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.2	$12M		223k	52.76	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	2.2	$12M	-13%	378k	30.85	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.2	$12M		138k	83.75	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.1	$11M	+16%	123k	91.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.1	$11M	+5%	141k	77.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.0	$11M		137k	79.03	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.9	$10M	+6%	201k	50.23	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	1.8	$9.5M	+8%	196k	48.56	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.7	$9.1M	+5%	93k	98.20	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.7	$8.8M	+60%	318k	27.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.5	$7.7M	+5%	153k	50.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$7.6M	+3%	128k	59.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.4	$7.6M	+5%	36k	212.77	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$7.4M	+4%	76k	96.49	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.3	$7.1M		83k	85.49	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.3	$7.1M		129k	55.01	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.3	$6.9M	+93%	164k	42.21	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	1.3	$6.9M	+72%	91k	75.68	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	1.2	$6.4M	+24%	154k	41.73	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.2	$6.1M		88k	69.90	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.1	$6.0M		237k	25.25	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.0	$5.4M	+17%	186k	28.97	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$5.3M		55k	96.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$5.3M	+10%	14k	370.04	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$5.2M	+15%	41k	124.76	View chart
Titan Machinery (TITN)	1.0	$5.1M		242k	21.12	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.9	$5.0M	+9%	214k	23.16	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.9	$4.6M	-4%	61k	74.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$4.4M	+16%	6.3k	686.83	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.8	$4.1M		170k	24.22	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$4.0M		110k	36.84	View chart
Apple (AAPL)	0.7	$3.7M	-2%	13k	289.35	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$3.3M		112k	28.96	View chart
T. Rowe Price (TROW)	0.6	$3.2M		28k	113.69	View chart
Microsoft Corporation (MSFT)	0.5	$2.9M	-2%	7.8k	373.02	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$2.6M	+52%	49k	54.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.6M		16k	164.27	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$2.3M		3.1k	746.80	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$2.3M	+3%	27k	82.34	View chart
Ea Series Trust Camb Us Equa Etf (USEW)	0.4	$2.2M		40k	55.83	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$2.2M	+13%	43k	50.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$2.1M		73k	29.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.1M	-2%	22k	98.98	View chart
Ea Series Trust Cambria Global E	0.4	$2.0M	NEW	40k	51.15	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$2.0M	-15%	35k	56.48	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$1.9M	+184%	48k	40.21	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.9M	+514%	22k	86.14	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.3	$1.8M		16k	113.68	View chart
Eli Lilly & Co. (LLY)	0.3	$1.8M		1.5k	1199.43	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.3	$1.8M	+9%	82k	21.80	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$1.8M		30k	58.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.7M	-2%	18k	96.58	View chart
Emerson Electric (EMR)	0.3	$1.7M		12k	143.15	View chart
NVIDIA Corporation (NVDA)	0.3	$1.6M	-10%	8.2k	200.09	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$1.6M	+10%	18k	87.88	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$1.5M		9.8k	154.29	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$1.5M	-3%	65k	23.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.3M	-3%	4.3k	300.45	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$1.2M	-4%	13k	96.46	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.2	$1.1M		55k	20.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.1M	-8%	3.1k	357.37	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$1.1M	+9%	18k	61.46	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.1M		13k	82.84	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$1.0M		7.8k	132.24	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.2	$1.0M	+96%	40k	25.19	View chart
3M Company (MMM)	0.2	$962k	-12%	5.9k	161.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$898k		2.5k	353.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$864k		3.9k	219.43	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.2	$842k		17k	48.54	View chart
American Express Company (AXP)	0.2	$839k		2.5k	338.19	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$794k		8.3k	95.44	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$777k	-7%	2.7k	285.58	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$705k		13k	53.34	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$703k	+4%	18k	40.13	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$693k	-2%	29k	24.23	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$669k	-11%	8.7k	76.55	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$623k		17k	36.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$606k		1.8k	343.91	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$604k	-14%	56k	10.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$584k		2.5k	236.62	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$572k		13k	45.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$557k		3.8k	148.31	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$553k	-2%	7.3k	75.28	View chart
Caterpillar (CAT)	0.1	$544k	-6%	511.00	1064.90	View chart
Procter & Gamble Company (PG)	0.1	$528k		3.6k	146.62	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$515k	+136%	15k	35.03	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$512k	-22%	21k	24.31	View chart
Amazon (AMZN)	0.1	$509k	-7%	2.1k	238.34	View chart
Graniteshares Etf Tr 2x Long Nvda Etf (NVDL)	0.1	$505k	+255%	17k	29.81	View chart
Vanguard World Utilities Etf (VPU)	0.1	$481k		2.5k	195.73	View chart
Lennox International (LII)	0.1	$479k		836.00	572.95	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$473k	-3%	11k	41.43	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$468k		8.9k	52.41	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$455k	-4%	5.5k	82.11	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$441k		2.7k	164.62	View chart
Medtronic SHS (MDT)	0.1	$437k	-33%	5.6k	78.22	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$433k		3.0k	146.42	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$427k		4.0k	106.47	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.1	$422k	NEW	5.5k	76.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$410k	-4%	556.00	736.87	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$410k		1.2k	342.83	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$408k	+12%	5.0k	82.34	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$408k		997.00	409.50	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$408k		4.0k	103.05	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$403k		9.8k	41.25	View chart
Tesla Motors (TSLA)	0.1	$402k	-21%	955.00	420.60	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$400k		9.8k	40.68	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$397k		1.1k	365.87	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$384k		4.7k	81.94	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$384k	-5%	4.4k	87.71	View chart
JPMorgan Chase & Co. (JPM)	0.1	$384k		1.2k	327.33	View chart
Wal-Mart Stores (WMT)	0.1	$379k		3.3k	113.27	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$352k		2.3k	152.18	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.1	$347k		15k	23.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$346k		11k	31.71	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$329k	+9%	13k	25.75	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$311k		3.2k	96.32	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$310k		15k	20.51	View chart
Hormel Foods Corporation (HRL)	0.1	$310k	-8%	13k	24.82	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$304k	-5%	2.8k	107.62	View chart
Pepsi (PEP)	0.1	$304k	-3%	2.2k	135.40	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	0.1	$302k		7.4k	40.96	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$297k	-4%	1.7k	176.97	View chart
Wells Fargo & Company (WFC)	0.1	$289k	-2%	3.5k	82.64	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$288k	+29%	13k	22.14	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$279k		7.3k	38.06	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$278k		3.6k	76.63	View chart
Phillips 66 (PSX)	0.1	$275k		1.6k	169.05	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.1	$273k	-3%	6.9k	39.47	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$269k		4.7k	57.64	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$264k		4.9k	54.03	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$263k	+6%	2.8k	95.62	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$257k		11k	22.89	View chart
Gra (GGG)	0.0	$255k		3.4k	75.61	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$252k		15k	16.39	View chart
Us Bancorp Com New (USB)	0.0	$249k	-52%	4.1k	60.40	View chart
Johnson & Johnson (JNJ)	0.0	$248k		976.00	254.08	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$240k	-17%	4.6k	52.54	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$238k	-5%	2.9k	83.07	View chart
Wp Carey (WPC)	0.0	$237k	-17%	3.3k	71.50	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$236k		4.8k	49.55	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$235k		450.00	522.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$232k	+57%	630.00	368.38	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$231k		1.9k	119.33	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$230k		2.7k	83.79	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$224k		889.00	252.23	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$222k	+4%	5.0k	44.85	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$221k		9.9k	22.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$221k		2.9k	77.11	View chart
Cisco Systems (CSCO)	0.0	$216k	-2%	1.8k	117.46	View chart
Raytheon Technologies Corp (RTX)	0.0	$213k	-18%	1.1k	189.71	View chart
UnitedHealth (UNH)	0.0	$213k	-30%	512.00	415.28	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$210k		4.1k	51.05	View chart
Ameriprise Financial (AMP)	0.0	$207k	-4%	451.00	458.76	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$206k	+700%	1.7k	119.52	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$204k	+77%	3.6k	56.16	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$200k	-3%	5.9k	34.12	View chart
McDonald's Corporation (MCD)	0.0	$199k		738.00	270.20	View chart
Farmland Partners (FPI)	0.0	$199k	NEW	21k	9.68	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$192k	-53%	2.5k	77.25	View chart
Applied Materials (AMAT)	0.0	$191k		264.00	724.33	View chart
Exxon Mobil Corporation (XOM)	0.0	$191k	-23%	1.4k	136.77	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$186k		842.00	221.20	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$184k		2.7k	68.41	View chart
Putnam Etf Trust Frank Minn Etf (FTMN)	0.0	$184k	NEW	21k	8.92	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.0	$183k	+7%	4.0k	46.18	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$182k		7.3k	24.99	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$181k	+400%	2.1k	87.91	View chart
International Business Machines (IBM)	0.0	$178k		634.00	281.21	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$176k	+333%	2.3k	75.45	View chart
Target Corporation (TGT)	0.0	$171k	-7%	1.3k	130.58	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.0	$170k	+36%	9.8k	17.35	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$169k	-5%	1.1k	156.30	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$168k		9.5k	17.73	View chart
J P Morgan Exchange Traded F New York Tax Fre	0.0	$168k	NEW	3.3k	50.18	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.0	$168k		7.4k	22.65	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$156k		2.9k	53.25	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$152k		822.00	185.23	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$152k	-5%	3.1k	48.43	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.0	$151k	NEW	1.9k	79.20	View chart
Coca-Cola Company (KO)	0.0	$149k	-26%	1.8k	81.27	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$146k		3.6k	40.09	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$141k	+1261%	1.1k	128.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$140k	+249%	1.7k	80.57	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$139k		1.5k	90.79	View chart
Home Depot (HD)	0.0	$138k		392.00	352.68	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$137k		69.00	1989.45	View chart
Ishares Bitcoin Prem Income Shs Undv Ben Int	0.0	$137k	NEW	2.8k	48.22	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$136k		6.3k	21.65	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.0	$134k		5.7k	23.50	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$134k		6.0k	22.14	View chart
Altria (MO)	0.0	$132k		1.8k	71.95	View chart
Illinois Tool Works (ITW)	0.0	$131k	-27%	486.00	270.47	View chart
Abbott Laboratories (ABT)	0.0	$129k	-29%	1.4k	90.74	View chart
General Mills (GIS)	0.0	$127k		3.7k	34.80	View chart
Advanced Micro Devices (AMD)	0.0	$125k	-8%	215.00	580.91	View chart
Vanguard World Financials Etf (VFH)	0.0	$125k		948.00	131.60	View chart
Ishares Tr Esg Sele Scr Etf (XJR)	0.0	$124k	+32%	2.4k	52.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$122k	-28%	1.2k	103.88	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$122k		4.0k	30.49	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$121k		415.00	290.62	View chart
Xcel Energy (XEL)	0.0	$120k		1.5k	80.30	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.0	$120k	+14%	4.6k	26.05	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$113k	+5%	1.2k	94.56	View chart
Amgen (AMGN)	0.0	$112k		310.00	362.12	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$112k		707.00	158.66	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$111k		951.00	117.06	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$111k	NEW	1.2k	89.21	View chart
Solventum Corp Com Shs (SOLV)	0.0	$110k		1.4k	77.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$108k	+300%	872.00	124.20	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$107k		1.3k	79.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$105k		431.00	242.43	View chart
Visa Com Cl A (V)	0.0	$103k		300.00	342.52	View chart
Automatic Data Processing (ADP)	0.0	$102k		454.00	223.95	View chart
Costco Wholesale Corporation (COST)	0.0	$102k		109.00	931.18	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$101k		641.00	156.95	View chart
Netflix (NFLX)	0.0	$99k		1.4k	71.40	View chart
Realty Income (O)	0.0	$99k		1.6k	61.96	View chart
Corning Incorporated (GLW)	0.0	$98k		385.00	255.43	View chart
Meta Platforms Cl A (META)	0.0	$97k		173.00	561.66	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$97k		5.0k	19.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$97k	NEW	2.9k	33.84	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$96k	+13%	1.1k	88.54	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$96k		1.8k	53.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$94k	+26%	2.6k	36.13	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$89k		4.4k	20.19	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.0	$85k		3.2k	26.16	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$84k		1.7k	48.25	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$82k	+8%	2.6k	31.59	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$82k		1.3k	63.04	View chart
Zoetis Cl A (ZTS)	0.0	$82k		1.1k	71.86	View chart
Becton, Dickinson and (BDX)	0.0	$82k		540.00	151.33	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$80k	-14%	1.5k	53.61	View chart
Chevron Corporation (CVX)	0.0	$80k		482.00	165.76	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$79k	-11%	4.2k	18.87	View chart
First Tr Exchange Traded Dorsey Wright (DALI)	0.0	$78k	+6%	2.6k	29.75	View chart
Parker-Hannifin Corporation (PH)	0.0	$78k		80.00	978.12	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.0	$76k		1.6k	47.71	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.0	$76k	NEW	2.0k	38.79	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.0	$73k		3.2k	22.61	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 Q2 filed Sept. 15, 2026
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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