Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cherry Tree Wealth Management, LLC (CIK 1985414) reported $472.7M across 578 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPIB ($21.8M, 4.61%), SPSB ($21.1M, 4.46%), BND ($20.7M, 4.37%), VEA ($19.3M, 4.09%), VTV ($18.5M, 3.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR SERIES TRUST | $21.8M | 4.61% | 650,076 | Added |
| 2 | SPSB | SPDR SERIES TRUST | $21.1M | 4.46% | 701,304 | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $20.7M | 4.37% | 280,718 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $19.3M | 4.09% | 301,466 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $18.5M | 3.91% | 94,311 | Trimmed |
| 6 | IVV | ISHARES TR | $15.6M | 3.29% | 23,843 | Trimmed |
| 7 | VYM | VANGUARD WHITEHALL FDS | $13.5M | 2.86% | 91,306 | Trimmed |
| 8 | FLRN | SPDR SERIES TRUST | $13.4M | 2.84% | 435,946 | Added |
| 9 | VB | VANGUARD INDEX FDS | $12.6M | 2.66% | 48,052 | Added |
| 10 | VBR | VANGUARD INDEX FDS | $12.2M | 2.58% | 56,142 | Trimmed |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $11.8M | 2.50% | 303,985 | Trimmed |
| 12 | VCSH | VANGUARD SCOTTSDALE FDS | $11.0M | 2.32% | 138,456 | Added |
| 13 | FNDF | SCHWAB STRATEGIC TR | $10.9M | 2.30% | 222,204 | Trimmed |
| 14 | VEU | VANGUARD INTL EQUITY INDEX F | $10.4M | 2.21% | 139,109 | Trimmed |
| 15 | BSV | VANGUARD BD INDEX FDS | $10.5M | 2.21% | 133,440 | Added |
| 16 | VTIP | VANGUARD MALVERN FDS | $9.5M | 2.00% | 189,272 | Added |
| 17 | AVLV | AMERICAN CENTY ETF TR | $8.6M | 1.81% | 106,085 | Added |
| 18 | FNDC | SCHWAB STRATEGIC TR | $8.4M | 1.77% | 180,312 | Trimmed |
| 19 | VYMI | VANGUARD WHITEHALL FDS | $8.3M | 1.75% | 87,939 | Trimmed |
| 20 | VTEB | VANGUARD MUN BD FDS | $7.2M | 1.53% | 144,914 | Trimmed |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $6.7M | 1.41% | 123,678 | Trimmed |
| 22 | VXUS | VANGUARD STAR FDS | $6.5M | 1.37% | 84,214 | Trimmed |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $6.5M | 1.37% | 33,692 | Added |
| 24 | DFUV | DIMENSIONAL ETF TRUST | $6.3M | 1.33% | 129,946 | Trimmed |
| 25 | IBDT | ISHARES TR | $5.9M | 1.25% | 233,386 | Added |
Source: SEC Form 13F filings · as of 2026-03-31