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Cherry Tree Wealth Management - Q2 2026 13F Filings

CH

Cherry Tree Wealth Management, LLC

CIK: 0001985414
Address: Minnesota Minnetonka 301 Carlson Parkway Suite 103
$531.51 M
Portfolio Value
594
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 09/15/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. DFCF Dimensional Core Fixed Income Etf
+$3.35 M
2. SCHF Schwab International Equity Etf
+$3.3 M
3. VBIL Vanguard 0-3 Month Treasury Bill Etf
+$2.91 M
4. GEQ Cambria Global Ew 2 Etf
+$2.02 M
5. VUG Vanguard Growth Etf
+$1.57 M

Top Sells

Q2 2026
1. FLRN Spdr Bloomberg Investment Grade Floating Rate Etf
−$1.78 M
2. JEPI Jpmorgan Equity Premium Income Etf
−$363,901.06
3. USB Us Ban
−$280,558.23
4. VYM Vanguard High Dividend Yield Index Etf
−$267,070.65
5. SPLV Invesco S&P 500 Low Volatility Etf
−$224,024.38

Asset Allocation

Stocks/ETFs
+12.45%
$531.43 M 99.99%
Options
$0 0.00%
Debt
$0 0.00%
Other
-31.45%
$78,462 0.01%

Sector Allocation (Stocks)

Cherry Tree Wealth Management Q2 2026 Filing Summary

Cherry Tree Wealth Management, LLC filed its 13F report for Q2 2026 on September 15, 2026. The portfolio totaled 531.51 M reflecting a +12.43% change from the prior quarter, spanning 594 assets. The top 10 holdings comprised 34.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 28 new positions and 16 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Cherry Tree Wealth Management’s Q2 2026 Filing

Cherry Tree Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 09/15/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Cherry Tree Wealth Management reported a managed portfolio value of 531.51 M, consisting of 594 individual positions.

This page displays the raw filing documents. To see which stocks Cherry Tree Wealth Management bought or sold during Q2 2026, please visit Cherry Tree Wealth Management's Portfolio Analysis page.