Cherry Tree Wealth Management, LLC
•CIK: 1985414•Filing: Q4 2025
**Cherry Tree Wealth Management, LLC** manages $474M across a diversified portfolio of 586 positions. The fund exhibits significant allocations to fixed income and broad market indices, notably holding SPIB at $21.7M and BND at $20.2M. Key equity exposures include SPSB ($20.1M), VTV ($18.9M), and VEA ($18.7M). This structure suggests a core focus on capital preservation combined with strategic international and sector exposure.
Total AUM
$473.6M
QoQ Performance
+4.0%
Positions
336
Top 10 Concentration
36.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPIB4.6%
BND4.3%
SPSB4.2%
VTV4.0%
VEA3.9%
IVV3.5%
VYM2.8%
FLRN2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.5%
ETF4.8%
Technology2.5%
Healthcare0.8%
Financial0.5%
Consumer0.4%
Industrial0.4%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$481.7K
+390 more exited positions
Changes from Q3 2025
NEW5 new positions
↑79 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023