Cherry Tree Wealth Management, LLC
All 13F Filings
- Location
- Minnetonka, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 531,505
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 9/15/2026 | 594 | 531,505 | 13F-HR | Cherry Tree Wealth Management, LLC |
| Q1 2026 | 5/5/2026 | 582 | 472,723 | 13F-HR | Cherry Tree Wealth Management, LLC |
| Q4 2025 | 2/10/2026 | 586 | 473,608 | 13F-HR | Cherry Tree Wealth Management, LLC |
| Q3 2025 | 11/24/2025 | 590 | 455,530 | 13F-HR | Cherry Tree Wealth Management, LLC |
| Q2 2025 | 8/5/2025 | 606 | 430,259 | 13F-HR | Cherry Tree Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 45.47 K | 8.6% | 2.885 K | 0 | 2.885 K |
| ETFs | 459.4 K | 86.4% | 54.54 K | 0 | 54.54 K |
| Debt | 26.55 K | 5.0% | 1.347 K | 0 | 1.347 K |
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Fund Snapshot
Q2 2026
Latest filed
9/15/2026
Total value ($000)
531,505
Holdings
594
QoQ value change ($000)
58,782
(12.4%)
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.