Cherry Tree Wealth Management, LLC - Portfolio Stock Holdings
Cherry Tree Wealth Management, LLC disclosed 609 stock positions in a recent SEC 13F filing. $531,309,038 of stock holdings were filed, with the largest holdings including SPIB, SPSB, and VEA. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $673,466,155 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
609Est. Stock Holding Value:
$531,309,038Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cherry Tree Wealth Management, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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