Cherry Tree Wealth Management, LLC Q2 2026 Filing
Filed September 15, 2026
Portfolio Value
$378.1B
Holdings
594
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (594 positions)
| Stock | Value |
|---|---|
IMSRTERRESTRIAL ENERGY INC | $4.9M |
BABAALIBABA GROUP HLDG LTD | $4.8M |
BALLBALL CORP | $4.6M |
HDVISHARES TR | $4.5M |
VOOVANGUARD INDEX FDS | $4.4M |
SSYSSTRATASYS LTD | $4.0M |
AAPLAPPLE INC | $3.7M |
VODVODAFONE GROUP PLC | $3.6M |
NLOPNET LEASE OFFICE PROPERTIES | $3.5M |
GSKGSK PLC | $3.5M |
KHCKRAFT HEINZ CO | $3.4M |
QGRWWISDOMTREE TR | $3.3M |
TROWPRICE T ROWE GROUP INC | $3.2M |
GLDMWORLD GOLD TR | $3.0M |
MSFTMICROSOFT CORP | $2.9M |
FNBF N B CORP | $2.8M |
SIRISIRIUSXM HOLDINGS INC | $2.7M |
CTVACORTEVA INC | $2.7M |
BSXBOSTON SCIENTIFIC CORP | $2.7M |
EWUISHARES TR | $2.7M |
ITOTISHARES TR | $2.6M |
SFMSPROUTS FMRS MKT INC | $2.4M |
SPYSTATE STR SPDR S&P 500 ETF T | $2.3M |
PHBINVESCO EXCH TRADED FD TR II | $2.3M |
CPBTHE CAMPBELLS COMPANY | $2.2M |
DHSWISDOMTREE TR | $1.8M |
HSICSCHEIN HENRY INC | $1.8M |
LLYELI LILLY & CO | $1.8M |
EMREMERSON ELEC CO | $1.7M |
NVDANVIDIA CORPORATION | $1.6M |
VSSVANGUARD INTL EQUITY INDEX F | $1.5M |
DOCHEALTHPEAK PROPERTIES INC | $1.4M |
NEMNEWMONT CORP | $1.4M |
HPEHEWLETT PACKARD ENTERPRISE C | $1.4M |
VSNTVERSANT MEDIA GROUP INC | $1.3M |
IWMISHARES TR | $1.3M |
MTUSMETALLUS INC | $1.2M |
CFGCITIZENS FINL GROUP INC | $1.2M |
GOOGLALPHABET INC | $1.1M |
HLNHALEON PLC | $1.0M |
ESGVVANGUARD WORLD FD | $1.0M |
KDKYNDRYL HLDGS INC | $1.0M |
MMM3M CO | $962K |
GOOGALPHABET INC | $898K |
IUSBISHARES TR | $877K |
QUALISHARES TR | $864K |
WMBWILLIAMS COS INC | $855K |
AXPAMERICAN EXPRESS CO | $839K |
BHFBRIGHTHOUSE FINL INC | $823K |
EAGGISHARES TR | $806K |
SPXSDIREXION SHARES ETF TRUST | $795K |
FTECFIDELITY COVINGTON TRUST | $777K |
AIGAMERICAN INTL GROUP INC | $709K |
7HPHP INC | $681K |
VVVANGUARD INDEX FDS | $606K |
VIGVANGUARD SPECIALIZED FUNDS | $584K |
IJRISHARES TR | $557K |
CATCATERPILLAR INC | $544K |
PGPROCTER & GAMBLE CO | $528K |
NOKNOKIA CORP | $518K |
LUMNLUMEN TECHNOLOGIES INC | $515K |
AMZNAMAZON COM INC | $509K |
VPUVANGUARD WORLD FD | $481K |
LIILENNOX INTL INC | $479K |
IWSISHARES TR | $441K |
IWPISHARES TR | $433K |
SUBISHARES TR | $427K |
CLCOLGATE PALMOLIVE CO | $413K |
NDQINVESCO QQQ TR | $410K |
MTUMISHARES TR | $410K |
IWBISHARES TR | $408K |
AVDVAMERICAN CENTY ETF TR | $408K |
TSLATESLA INC | $402K |
OEFISHARES TR | $397K |
JPMJPMORGAN CHASE & CO | $384K |
WMTWALMART INC | $379K |
EMBCEMBECTA CORP | $353K |
SDYSPDR SERIES TRUST | $352K |
WHRWHIRLPOOL CORP | $316K |
CCCHEMOURS CO | $308K |
MUBISHARES TR | $304K |
PEPPEPSICO INC | $304K |
VFMFVANGUARD WELLINGTON FD | $297K |
PSXPHILLIPS 66 | $275K |
ANFABERCROMBIE & FITCH CO | $271K |
TFLOISHARES TR | $254K |
JNJJOHNSON & JOHNSON | $248K |
SWKSTANLEY BLACK & DECKER INC | $236K |
DONSTATE STR SPDR DOW JONES IND | $235K |
GQ9SPDR GOLD TR | $232K |
AAXJISHARES TR | $231K |
CPRTCOPART INC | $226K |
IYWISHARES TR | $224K |
CSCOCISCO SYS INC | $216K |
IGTBRIGHTSTAR LOTTERY PLC | $215K |
RTXRTX CORPORATION | $213K |
UNHUNITEDHEALTH GROUP INC | $213K |
A4SAMERIPRISE FINL INC | $207K |
VGTVANGUARD WORLD FD | $206K |
MCDMCDONALDS CORP | $199K |