Cherry Tree Wealth Management, LLC Portfolio Holdings

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025

Cherry Tree Wealth Management, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $430 Billion distributed in 606 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $22.4B, Vanguard Bd Index Fd Inc Total with a value of $20.2B, Spdr Portfolio Short Term Corp with a value of $18.4B, Vanguard Value ETF with a value of $17.2B, and Vanguard Ftse Developed Market with a value of $16.1B.

Examining the 13F form we can see an increase of $15.6B in the current position value, from $415B to 430B.

Cherry Tree Wealth Management, LLC is based out at Minnetonka, MN

Below you can find more details about Cherry Tree Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $430 Billion
ETFs: $377 Billion
Industrials: $9.95 Billion
Technology: $8.85 Billion
Financial Services: $6.79 Billion
Healthcare: $3.74 Billion
Consumer Defensive: $2.59 Billion
Communication Services: $1.48 Billion
Consumer Cyclical: $1.25 Billion
Other: $2.36 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$441M
$4.79 Billion 1.11% of portfolio
242,039
Q2 2025 Added 1.85%
$3.95T
$3.82 Billion 0.89% of portfolio
7,689
Q2 2025 Reduced 2.14%
$24.3B
$2.81 Billion 0.65% of portfolio
29,100
Q2 2025 Added 2.3%
$3.69T
$2.76 Billion 0.64% of portfolio
13,444
Q2 2025 Reduced 2.41%
$78.6B
$1.75 Billion 0.41% of portfolio
13,141
Q1 2025 Reduced 2.98%
$456B
$1.26 Billion 0.29% of portfolio
7,946
Q2 2025 Reduced 5.77%
$608B
$1.19 Billion 0.28% of portfolio
1,527
Q2 2025 Reduced 0.84%
$87.3B
$1.18 Billion 0.27% of portfolio
7,723
Q2 2025 Added 1.37%
$122B
$999 Million 0.23% of portfolio
11,456
Q2 2025 Reduced 0.07%
$859B
$917 Million 0.21% of portfolio
3,164
Q2 2025 Reduced 2.41%
$227B
$844 Million 0.2% of portfolio
2,646
Q2 2025 Reduced 1.64%
$368B
$588 Million 0.14% of portfolio
3,688
Q2 2025 Reduced 2.92%
$1.24T
$528 Million 0.12% of portfolio
2,978
Q2 2025 Added 0.47%
$68B
$514 Million 0.12% of portfolio
11,366
Q2 2025 Reduced 4.21%
$15.7B
$415 Million 0.1% of portfolio
13,732
Q4 2024 Reduced 9.81%
$20.9B
$428 Million 0.1% of portfolio
746
Q4 2024 Added 2.33%
$405B
$334 Million 0.08% of portfolio
912
Q2 2025 Reduced 2.67%
$2.26T
$326 Million 0.08% of portfolio
1,487
Q2 2025 Reduced 11.86%
$281B
$350 Million 0.08% of portfolio
3,581
Q2 2025 Reduced 2.45%
$202B
$323 Million 0.08% of portfolio
2,444
Q2 2025 Reduced 1.57%
$1.21T
$286 Million 0.07% of portfolio
1,622
Q2 2025 Reduced 7.68%
$222B
$313 Million 0.07% of portfolio
1,071
Q2 2025 Reduced 1.2%
-
$312 Million 0.07% of portfolio
-
Q1 2024 New
$452B
$314 Million 0.07% of portfolio
2,059
Q2 2025 Reduced 8.57%
$302B
$287 Million 0.07% of portfolio
3,579
Q1 2025 Added 3.47%
$13.5B
$294 Million 0.07% of portfolio
4,707
Q2 2024 Reduced 9.25%
$29.2B
$257 Million 0.06% of portfolio
4,953
Q2 2025 Reduced 0.14%
$245B
$247 Million 0.06% of portfolio
791
Q2 2025 Reduced 11.32%
$55.2B
$261 Million 0.06% of portfolio
489
Q2 2025 Reduced 6.14%
$0
$262 Million 0.06% of portfolio
26,755
Q1 2025 Reduced 62.5%
$0
$212 Million 0.05% of portfolio
17,289
Q2 2025 Reduced 9.01%
$210B
$232 Million 0.05% of portfolio
787
Q2 2025 Reduced 6.42%
$229B
$223 Million 0.05% of portfolio
1,529
Q2 2025 Reduced 24.46%
$3.17B
$202 Million 0.05% of portfolio
21,500
Q2 2025 Reduced 8.51%
$59.7B
$225 Million 0.05% of portfolio
7,637
Q1 2025 Reduced 55.44%
$57.7B
$194 Million 0.05% of portfolio
1,629
Q2 2025 Reduced 3.89%
$203B
$171 Million 0.04% of portfolio
5,905
Q2 2025 Reduced 38.18%
$545B
$187 Million 0.04% of portfolio
140
Q2 2025 Reduced 8.5%
$80B
$167 Million 0.04% of portfolio
674
Q3 2023 Added 4.17%
$23.8B
$154 Million 0.04% of portfolio
9,204
Q3 2024 New
$218B
$173 Million 0.04% of portfolio
445
Q4 2023 Added 12.66%
$70.1B
$179 Million 0.04% of portfolio
1,148
Q2 2025 Reduced 8.01%
$551B
$158 Million 0.04% of portfolio
446
Q2 2025 Reduced 2.83%
$39.6B
$174 Million 0.04% of portfolio
2,551
Q2 2025 Reduced 0.27%
$442B
$171 Million 0.04% of portfolio
1,588
Q2 2025 Reduced 5.76%
$152B
$122 Million 0.03% of portfolio
437
Q2 2025 Reduced 9.9%
$35.6B
$114 Million 0.03% of portfolio
1,978
Q4 2024 Reduced 0.2%
$306B
$111 Million 0.03% of portfolio
1,564
Q2 2025 Reduced 18.29%
$439B
$140 Million 0.03% of portfolio
142
Q2 2025 Reduced 13.41%

Summary

  • Portfolio
  • No. of Stocks 606
  • Current Value $430 Billion
  • Prior Value $415 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 204 stocks
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email