Cherry Tree Wealth Management, LLC
Q3 2026 13F filing
Updated 4 days ago582 disclosed positions worth $530.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD TAX-MANAGED FDS | $26M | 368.8K | 4.91% | — |
| 2 | S SPDR SERIES TRUST | $21.8M | 674.6K | 4.10% | — |
| 3 | S SPDR SERIES TRUST | $21.6M | 730.2K | 4.07% | — |
| 4 | V VANGUARD INDEX FDS | $20.3M | 94.0K | 3.83% | — |
| 5 | V VANGUARD BD INDEX FDS | $20.2M | 288.3K | 3.81% | — |
| 6 | E ISHARES TR | $18.3M | 23.8K | 3.44% | — |
| 7 | V VANGUARD INDEX FDS | $14.6M | 51.2K | 2.75% | — |
| 8 | V VANGUARD WHITEHALL FDS | $13.8M | 89.1K | 2.61% | — |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $13.3M | 299.7K | 2.51% | — |
| 10 | V VANGUARD INDEX FDS | $12.9M | 55.9K | 2.43% | — |
| 11 | S SCHWAB STRATEGIC TR | $12.1M | 225.0K | 2.28% | — |
| 12 | V VANGUARD INTL EQUITY INDEX F | $11.4M | 137.6K | 2.15% | — |
| 13 | ? N/A AMERICAN CENTY ETF TR | $11.3M | 124.8K | 2.13% | — |
| 14 | S SPDR SERIES TRUST | $11.2M | 363.7K | 2.11% | — |
| 15 | V VANGUARD BD INDEX FDS | $10.8M | 141.5K | 2.04% | — |
| 16 | V VANGUARD MALVERN FDS | $9.9M | 201.8K | 1.87% | — |
| 17 | V VANGUARD SCOTTSDALE FDS | $9.8M | 126.8K | 1.85% | — |
| 18 | V VANGUARD WHITEHALL FDS | $9.4M | 92.7K | 1.77% | — |
| 19 | ? N/A DFA INVT DIMENSIONS GROUP IN | $8.6M | 204.1K | 1.61% | — |
| 20 | I INVESCO EXCHANGE TRADED FD T | $7.8M | 37.5K | 1.47% | — |
| 21 | ? N/A SCHWAB STRATEGIC TR | $7.5M | 149.8K | 1.41% | — |
| 22 | H DIMENSIONAL ETF TRUST | $7.3M | 180.8K | 1.37% | — |
| 23 | ? N/A AMERICAN CENTY ETF TR | $7.3M | 77.1K | 1.37% | — |
| 24 | V VANGUARD INTL EQUITY INDEX F | $7.2M | 122.2K | 1.37% | — |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $7.1M | 128.6K | 1.33% | — |
| 26 | V VANGUARD STAR FDS | $7M | 82.8K | 1.33% | — |
| 27 | V VANGUARD INSTL INDEX FD | $6.5M | 86.3K | 1.23% | — |
| 28 | S SCHWAB STRATEGIC TR | $6M | 217.3K | 1.12% | — |
| 29 | V VANGUARD MUN BD FDS | $5.9M | 82.2K | 1.11% | — |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $5.8M | 87.2K | 1.09% | — |
| 31 | E ISHARES TR | $5.7M | 230.0K | 1.08% | — |
| 32 | T TITAN MACHY INC | $5.7M | 245.9K | 1.07% | — |
| 33 | V VANGUARD INDEX FDS | $5.3M | 14.2K | 1.00% | — |
| 34 | ? N/A AMERICAN CENTY ETF TR | $5M | 42.5K | 0.94% | — |
| 35 | ? N/A ISHARES TR | $5M | 218.4K | 0.93% | — |
| 36 | V VANGUARD INDEX FDS | $4.9M | 54.3K | 0.92% | — |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $4.7M | 174.9K | 0.89% | — |
| 38 | V VANGUARD INDEX FDS | $4.6M | 6.5K | 0.86% | — |
| 39 | I INVESCO EXCH TRADED FD TR II | $4.3M | 60.6K | 0.80% | — |
| 40 | A APPLE INC | $4.2M | 12.7K | 0.80% | — |
| 41 | V VANGUARD MUN BD FDS | $4.1M | 86.4K | 0.77% | — |
| 42 | D DIMENSIONAL ETF TRUST | $4.1M | 109.9K | 0.77% | — |
| 43 | M MICROSOFT CORP | $4M | 7.7K | 0.75% | — |
| 44 | E ISHARES TR | $3.6M | 151.1K | 0.69% | — |
| 45 | ? N/A PUTNAM ETF TRUST | $3.2M | 394.2K | 0.61% | — |
| 46 | S SCHWAB STRATEGIC TR | $3.2M | 109.8K | 0.61% | — |
| 47 | M DIMENSIONAL ETF TRUST | $2.7M | 48.6K | 0.51% | — |
| 48 | T PRICE T ROWE GROUP INC | $2.7M | 26.0K | 0.51% | — |
| 49 | E ISHARES TR | $2.6M | 15.4K | 0.48% | — |
| 50 | S STATE STR SPDR S&P 500 ETF T | $2.2M | 2.9K | 0.42% | — |