Cranbrook Wealth Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $468 Million distributed in 400 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $52.9M, Vanguard Bd Index Fd Inc Inter with a value of $50.6M, Ishares Tr with a value of $34.2M, Vanguard Mid Cap ETF with a value of $29.3M, and Vanguard Total International B with a value of $20.3M.

Examining the 13F form we can see an increase of $38.3M in the current position value, from $429M to 468M.

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

Portfolio value $468 Million
ETFs: $422 Million
Technology: $14.2 Million
Healthcare: $9.79 Million
Financial Services: $6.45 Million
Industrials: $4.37 Million
Utilities: $2.54 Million
Consumer Cyclical: $2.5 Million
Basic Materials: $1.63 Million
Other: $4.08 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 400
  • Current Value $468 Million
  • Prior Value $429 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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