Cranbrook Wealth Management, LLC

All 13F Filings

Location
Bloomfield Hills, MI
Most recent 13F
Q2 2026
Holdings value ($000)
534,354
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/6/2026 406 534,354 13F-HR Cranbrook Wealth Management, LLC
Q1 2026 4/15/2026 385 491,592 13F-HR Cranbrook Wealth Management, LLC
Q4 2025 1/28/2026 403 507,224 13F-HR Cranbrook Wealth Management, LLC
Q3 2025 10/14/2025 393 498,274 13F-HR Cranbrook Wealth Management, LLC
Q2 2025 7/15/2025 400 468,687 13F-HR Cranbrook Wealth Management, LLC
Q2 2014 7/29/2014 155 150,209 13F-HR Cranbrook Wealth Management, LLC
Q1 2014 5/1/2014 155 142,523 13F-HR Cranbrook Wealth Management, LLC
Q4 2013 2/12/2014 263 145,794 13F-HR Cranbrook Wealth Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 58.92 K 11.0% 7.288 K 0 7.288 K
ETFs 470.5 K 88.0% 36.28 K 0 36.28 K
Debt 4.248 K 0.8% 0 769 -769
Other 688 0.1% 0 34 -34
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Fund Snapshot

Q2 2026
Latest filed
8/6/2026
Total value ($000)
534,354
Holdings
406
QoQ value change ($000)
42,762 (8.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.