Cranbrook Wealth Management, LLC
CIK: 1599084SEC EDGAR →
Portfolio Value
$213.3B
Holdings
385
As of
Q1 2026
New Positions
385
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 718,274 | $55.4B | 25.99% |
| 2 | ISHARES TR | 395,336 | $35.8B | 16.78% |
| 3 | VANGUARD CHARLOTTE FDS | 383,487 | $18.4B | 8.64% |
| 4 | SCHWAB STRATEGIC TR | 672,336 | $16.6B | 7.80% |
| 5 | VANGUARD INTL EQUITY INDEX F | 185,172 | $10.0B | 4.69% |
| 6 | ISHARES GOLD TR | 92,892 | $8.2B | 3.84% |
| 7 | ISHARES TR | 78,549 | $6.2B | 2.93% |
| 8 | ISHARES BITCOIN TRUST ETF | 146,714 | $5.6B | 2.64% |
| 9 | ISHARES TR | 116,120 | $5.6B | 2.64% |
| 10 | VANGUARD BD INDEX FDS | 62,702 | $4.9B | 2.31% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 165 | $163.4B | 76.6% |
| Unknown | 18 | $44.3B | 20.8% |
| Technology | 38 | $1.5B | 0.7% |
| Healthcare | 30 | $1.1B | 0.5% |
| Utilities | 15 | $1.1B | 0.5% |
| Energy | 16 | $657.3M | 0.3% |
| Communication Services | 18 | $370.7M | 0.2% |
| Consumer Cyclical | 26 | $299.8M | 0.1% |
| Consumer Defensive | 12 | $284.2M | 0.1% |
| Industrials | 37 | $184.9M | 0.1% |
| Basic Materials | 7 | $29.4M | 0.0% |
| Real Estate | 3 | $20.4M | 0.0% |