Cherry Tree Wealth Management, LLC (CIK: 0001985414) is a financial institution headquartered at 301 Carlson Parkway, Suite 103, Minnetonka, Minnesota 55305. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $531.51 M, comprising 594 distinct securities. Over its filing history, it has submitted 13 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 34.1%. Quarterly turnover: 1.4%. ▲ 28 new, +89 added, −115 reduced, ×16 exited.

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

Stocks/ETFs

+12.45%

$531.43 M 99.99%

Options

$0 0.00%

Debt

$0 0.00%

Other

-31.45%

$78,462 0.01%

Name	Shares	Market Value	Weight	Change	Activity
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf ETF-SPIB	661,145	$22.12 M	4.16%	▲ 11,069	Add 1.7%
Spdr Portfolio Short Term Corporate Bond Etf ETF-SPSB	732,222	$21.97 M	4.13%	▲ 30,918	Add 4.4%
Vanguard Ftse Developed Markets Etf ETF-VEA	302,571	$21.56 M	4.06%	▲ 1,105	Add 0.4%
Vanguard Total Bond Market Etf ETF-BND	288,437	$21.17 M	3.98%	▲ 7,719	Add 2.8%
Vanguard Value Etf ETF-VTV	93,541	$20.39 M	3.84%	▼ 770	Reduce -0.8%
Ishares Core S&P 500 Etf ETF-IVV	23,740	$17.78 M	3.34%	▼ 103	Reduce -0.4%
Vanguard Small-Cap Etf ETF-VB	50,301	$15.25 M	2.87%	▲ 2,249	Add 4.7%
Vanguard High Dividend Yield Index Etf ETF-VYM	89,616	$14.16 M	2.66%	▼ 1,690	Reduce -1.9%
Vanguard Small Cap Value Etf ETF-VBR	55,851	$13.57 M	2.55%	▼ 291	Reduce -0.5%
Dimensional Us Core Equity 2 Etf ETF-DFAC	300,502	$13.33 M	2.51%	▼ 3,483	Reduce -1.2%

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Cherry Tree Wealth Management, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Cherry Tree Wealth Management, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 13 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Cherry Tree Wealth Management, LLC Quarterly 13F Statistics

Discover detailed insights into Cherry Tree Wealth Management, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Cherry Tree Wealth Management, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Cherry Tree Wealth Management, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Cherry Tree Wealth Management, LLC 13F Filings, Portfolio & Analysis

Cherry Tree Wealth Management, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Cherry Tree Wealth Management, LLC's Portfolio

Cherry Tree Wealth Management, LLC Quarterly 13F Statistics

Cherry Tree Wealth Management, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)