Cranbrook Wealth Management, LLC - Portfolio overview

Cranbrook Wealth Management, LLC has 411 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. BIV - VANGUARD BD INDEX FDS, 11.23%
2. IVV - ISHARES TR, 11.11%
3. IEFA - ISHARES TR, 7.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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