Cranbrook Wealth Management, LLC
CIK: 0001599084SEC EDGAR →
Portfolio Value
$507.2B
Holdings
403
As of
Q4 2025
New Positions
22
Closed Positions
29
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 84,109 | $57.6B | 11.36% |
| 2 | VANGUARD BD INDEX FDS | 715,982 | $55.8B | 10.99% |
| 3 | ISHARES TR | 403,814 | $36.1B | 7.12% |
| 4 | VANGUARD INDEX FDS | 107,765 | $31.3B | 6.17% |
| 5 | VANGUARD CHARLOTTE FDS | 413,182 | $20.0B | 3.94% |
| 6 | SCHWAB STRATEGIC TR | 670,057 | $16.1B | 3.18% |
| 7 | VANGUARD INDEX FDS | 27,541 | $13.4B | 2.65% |
| 8 | ISHARES TR | 110,875 | $13.3B | 2.63% |
| 9 | VANGUARD INDEX FDS | 38,537 | $12.1B | 2.39% |
| 10 | VANGUARD INDEX FDS | 55,066 | $10.5B | 2.07% |
Quarterly Changes
Top Buys
New Positions (18)
$156.0M · 519 shares
$25.0M · 225 shares
$15.0M · 202 shares
$13.0M · 194 shares
$13.0M · 189 shares
$12.0M · 347 shares
$9.0M · 151 shares
$9.0M · 200 shares
$6.0M · 425 shares
$3.0M · 400 shares
$3.0M · 72 shares
$2.0M · 100 shares
$2.0M · 24 shares
$2.0M · 66 shares
$1.0M · 34 shares
$1.0M · 15 shares
$0 · 25 shares
$0 · 43 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 171 | $403.6B | 79.6% |
| Unknown | 19 | $56.1B | 11.1% |
| Technology | 43 | $16.8B | 3.3% |
| Healthcare | 30 | $12.4B | 2.4% |
| Industrials | 36 | $6.4B | 1.3% |
| Consumer Cyclical | 29 | $3.0B | 0.6% |
| Utilities | 15 | $2.4B | 0.5% |
| Basic Materials | 9 | $2.0B | 0.4% |
| Consumer Defensive | 13 | $1.5B | 0.3% |
| Energy | 16 | $1.5B | 0.3% |
| Communication Services | 17 | $1.1B | 0.2% |
| Real Estate | 5 | $239.0M | 0.0% |