Cherry Tree Wealth Management
Cherry Tree Wealth Management reported 582 stocks worth $531M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are VEA (4.9%), SPIB (4.1%) and SPSB (4.1%). Compared with Q1 2026, the fund opened new positions in DUHP, VCRM and FTMN, added to VEA, SPIB and SPSB, trimmed VTV, VYM and VBR and sold out of XOM, VTEC and GDX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VEA Vanguard Tax-Managed Fds | $26M | 4.9% | 369K | +67K (+22%) | 8 of 8 | |
| 2 |  SPIB Spdr Series Trust | $21.8M | 4.1% | 675K | +24K (+4%) | 8 of 8 | |
| 3 |  SPSB State Street | $21.6M | 4.1% | 730K | +29K (+4%) | 8 of 8 | |
| 4 |  VTV Vanguard Index Fds | $20.3M | 3.8% | 94K | −299 (−0%) | 8 of 8 | |
| 5 |  BND Vanguard BD Index Fds | $20.2M | 3.8% | 288K | +7,559 (+3%) | 8 of 8 | |
| 6 |  IVV Ishares TR | $18.3M | 3.4% | 24K | No change | 8 of 8 | |
| 7 |  VB Vanguard Index Fds | $14.6M | 2.8% | 51K | +3,185 (+7%) | 8 of 8 | |
| 8 |  VYM Vanguard Whitehall Fds | $13.8M | 2.6% | 89K | −2,166 (−2%) | 8 of 8 | |
| 9 | DIMENSIONAL ETF TRUST | $13.3M | 2.5% | 300K | −4,256 (−1%) | 8 of 8 | |
| 10 |  VBR Vanguard Index Fds | $12.9M | 2.4% | 56K | −254 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $4.6M | 124K |
 XOM Exxon Mobil Corp | $311K | 1,835 |
 VTEC Vanguard Calif Tax Free Fds | $79K | 795 |
DIMENSIONAL US REAL | $76K | 3,231 |
HONEYWELL INTL INC | $57K | 253 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cherry Tree Wealth Management 13F FAQ
What does Cherry Tree Wealth Management own?
Cherry Tree Wealth Management reported 582 stocks worth $531M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are VEA (4.9%), SPIB (4.1%) and SPSB (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Cherry Tree Wealth Management buy and sell in Q3 2026?
Compared with Q1 2026: 38 new positions, 93 added to, 154 trimmed and 39 sold out. New positions include DUHP, VCRM and FTMN. It sold all of XOM, VTEC and GDX.
When will Cherry Tree Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Cherry Tree Wealth Management's portfolio worth?
The Q3 2026 filing reports $531M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.