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.
Cranbrook Wealth Management, LLC (CIK 1599084) reported $491.6M across 381 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIV ($55.4M, 11.28%), IVV ($54.8M, 11.15%), IEFA ($35.8M, 7.28%), VO ($31.0M, 6.31%), BNDX ($18.4M, 3.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | $55.4M | 11.28% | 718,274 | Added |
| 2 | IVV | ISHARES TR | $54.8M | 11.15% | 83,947 | Trimmed |
| 3 | IEFA | ISHARES TR | $35.8M | 7.28% | 395,336 | Trimmed |
| 4 | VO | VANGUARD INDEX FDS | $31.0M | 6.31% | 108,081 | Added |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $18.4M | 3.75% | 383,487 | Trimmed |
| 6 | SCHF | SCHWAB STRATEGIC TR | $16.6M | 3.38% | 672,336 | Added |
| 7 | IJR | ISHARES TR | $13.3M | 2.71% | 107,362 | Trimmed |
| 8 | VUG | VANGUARD INDEX FDS | $12.0M | 2.43% | 27,365 | Trimmed |
| 9 | VV | VANGUARD INDEX FDS | $11.2M | 2.29% | 37,639 | Trimmed |
| 10 | VTV | VANGUARD INDEX FDS | $10.9M | 2.21% | 55,315 | Added |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $10.0M | 2.04% | 185,172 | Trimmed |
| 12 | GLD | SPDR GOLD TR | $8.9M | 1.81% | 20,638 | Trimmed |
| 13 | XLK | SELECT SECTOR SPDR TR | $8.5M | 1.74% | 64,321 | Trimmed |
| 14 | EFG | ISHARES TR | $8.4M | 1.72% | 75,847 | Trimmed |
| 15 | IAU | ISHARES GOLD TR | $8.2M | 1.67% | 92,892 | Trimmed |
| 16 | VOE | VANGUARD INDEX FDS | $7.6M | 1.54% | 40,976 | Trimmed |
| 17 | AAPL | APPLE INC | $6.8M | 1.38% | 26,785 | Trimmed |
| 18 | IVW | ISHARES TR | $6.6M | 1.34% | 58,348 | Trimmed |
| 19 | HYG | ISHARES TR | $6.2M | 1.27% | 78,549 | Added |
| 20 | VOT | VANGUARD INDEX FDS | $6.0M | 1.23% | 23,451 | Added |
| 21 | IBIT | ISHARES BITCOIN TRUST ETF | $5.6M | 1.15% | 146,714 | Added |
| 22 | ISTB | ISHARES TR | $5.6M | 1.14% | 116,120 | Trimmed |
| 23 | TIP | ISHARES TR | $5.3M | 1.07% | 47,735 | Added |
| 24 | BSV | VANGUARD BD INDEX FDS | $4.9M | 1.00% | 62,702 | Trimmed |
| 25 | IVE | ISHARES TR | $4.9M | 1.00% | 23,384 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31