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)

StockValue
AMATAPPLIED MATLS INC
$191K
XOMEXXON MOBIL CORP
$191K
IWNISHARES TR
$186K
IBMINTERNATIONAL BUSINESS MACHS
$178K
DYHTARGET CORP
$171K
AQLTISHARES TR
$169K
XLISELECT SECTOR SPDR TR
$152K
AVUSAMERICAN CENTY ETF TR
$141K
HDHOME DEPOT INC
$138K
ASMLASML HLDG NV
$137K
ITWILLINOIS TOOL WKS INC
$131K
AMDADVANCED MICRO DEVICES INC
$125K
VFHVANGUARD WORLD FD
$125K
EFAISHARES TR
$122K
IWYISHARES TR
$121K
AMGNAMGEN INC
$112K
XLVSELECT SECTOR SPDR TR
$112K
NULGNUSHARES ETF TR
$111K
IWFISHARES TR
$108K
IWDISHARES TR
$104K
USIGISHARES TR
$103K
VVISA INC
$103K
ADPAUTOMATIC DATA PROCESSING IN
$102K
COSTCOSTCO WHOLESALE CORPORATION
$101K
VTVANGUARD INTL EQUITY INDEX F
$101K
IXCISHARES TR
$99K
GLWCORNING INC
$98K
METAMETA PLATFORMS INC
$97K
VLTOVERALTO CORP
$89K
BDXBECTON DICKINSON & CO
$82K
CVXCHEVRON CORPORATION
$80K
PHPARKER-HANNIFIN CORP
$78K
WTVWISDOMTREE TR
$69K
DUKDUKE ENERGY CORP NEW
$64K
VXFVANGUARD INDEX FDS
$62K
WECWEC ENERGY GROUP INC
$61K
MINTPIMCO ETF TR
$60K
ADAMADAMAS TRUST INC.
$57K
IWRISHARES TR
$56K
EMXCISHARES INC
$54K
ITA*ISHARES TR
$51K
ANETARISTA NETWORKS INC
$51K
ORCLORACLE CORP
$50K
IVEISHARES TR
$48K
AIRRFIRST TR EXCHANGE TRADED FD
$46K
ABBVABBVIE INC
$45K
MCKMCKESSON CORP
$44K
RWLINVESCO EXCH TRADED FD TR II
$43K
WMWASTE MGMT INC DEL
$43K
QCOMQUALCOMM INC
$41K
IDUISHARES TR
$41K
XLKSELECT SECTOR SPDR TR
$40K
IEIISHARES TR
$40K
CBCHUBB LIMITED
$38K
SAPSAP SE
$37K
KLACKLA CORP
$36K
FDISFIDELITY COVINGTON TRUST
$35K
AVGOBROADCOM INC
$35K
VOXVANGUARD WORLD FD
$35K
VBKVANGUARD INDEX FDS
$32K
ACNACCENTURE PLC IRELAND
$31K
NVTNVENT ELEC PLC
$31K
BPOPPOPULAR INC
$31K
MDYSTATE STR SPDR S&P MIDCAP 40
$31K
TPLTEXAS PACIFIC LAND CORPORATI
$31K
VLUEISHARES TR
$30K
TSMTAIWAN SEMICONDUCTOR MANUFAC
$30K
CLSCELESTICA INC
$28K
HONEYWELL INTL INC
$28K
IWXISHARES TR
$28K
HONEYWELL AEROSPACE INC
$28K
WATWATERS CORP
$27K
EMEEMCOR GROUP INC
$25K
CITHE CIGNA GROUP
$25K
GEGE AEROSPACE
$24K
FDXFEDEX CORP
$24K
VDCVANGUARD WORLD FD
$23K
COFCAPITAL ONE FINL CORP
$23K
PNCPNC FINL SVCS GROUP INC
$22K
BBUSJ P MORGAN EXCHANGE TRADED F
$22K
MOATVANECK ETF TRUST
$22K
TRVCCITIGROUP INC
$21K
MRKMERCK & CO INC
$21K
SOXLDIREXION SHARES ETF TRUST
$20K
LOWLOWES COS INC
$20K
TKRTIMKEN CO
$20K
STRLSTERLING INFRASTRUCTURE INC
$19K
JCIJOHNSON CONTROLS INTERNATION
$18K
TXNTEXAS INSTRS INC
$18K
SPHRSPHERE ENTERTAINMENT CO
$17K
PRUPRUDENTIAL FINL INC
$17K
USFDUS FOODS HLDG CORP
$16K
DWDMORGAN STANLEY
$16K
APHAMPHENOL CORP
$16K
HACKAMPLIFY ETF TR
$16K
CVSCVS HEALTH CORP
$16K
GSGOLDMAN SACHS GROUP INC
$15K
CWCURTISS WRIGHT CORP
$15K
ONLORION PROPERTIES INC
$15K
IVWISHARES TR
$15K
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