Cranbrook Wealth Management, LLC
All 13F Filings
- Location
- Bloomfield Hills, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 491,592
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 51.63 K | 10.5% | 0 | 171.4 K | -171.4 K |
| ETFs | 434.2 K | 88.3% | 163.9 K | 0 | 163.9 K |
| Debt | 5.017 K | 1.0% | 0 | 921 | -921 |
| Other | 722 | 0.1% | 0 | 7.292 K | -7.292 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
491,592
Holdings
385
QoQ value change ($000)
-15,632
(-3.1%)
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.