Cherry Tree Wealth Management, LLC - Portfolio overview

Cherry Tree Wealth Management, LLC has 673 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPIB - SPDR SERIES TRUST, 4.57%
2. SPSB - SPDR SERIES TRUST, 4.42%
3. BND - VANGUARD BD INDEX FDS, 4.33%

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

Explore securities or join Upside Invest to compare portfolios.