Cranbrook Wealth Management, LLC
•CIK: 1599084•Filing: Q4 2025
**Cranbrook Wealth Management, LLC** manages $507M across a diversified portfolio of 403 holdings. The strategy shows a significant tilt toward broad market exposure, evidenced by top allocations to IVV ($57.6M) and BIV ($55.8M). Further concentration is visible in international and fixed income sectors, with notable positions in IEFA ($36.1M) and BNDX ($20.0M). The portfolio maintains a balanced approach, blending core equity exposure with strategic allocations across various market segments.
Total AUM
$507.2M
QoQ Performance
+1.8%
Positions
293
Top 10 Concentration
52.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
BIV
IEFA
VO
IVV11.4%
BIV11.0%
IEFA7.1%
VO6.2%
BNDX3.9%
SCHF3.2%
VUG2.6%
IJR2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.9%
ETF12.1%
Technology3.1%
Healthcare1.6%
Financial1.2%
Industrial0.8%
Consumer0.6%
Materials0.2%
🚪 Exited Positionssold since Q3 2025
+189 more exited positions
Changes from Q3 2025
NEW1 new position
↑54 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023