SEC Form 13F

Cherry Tree Wealth Management, LLC 13F Holdings

Report period2026-03-31
Publicly available2026-05-06
Reported value$472,723,168
Positions582

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPIBSTATE STREET SPD$21,803,543650,076
SPDR SERIES TRUSTSPSBSTATE STREET SPD$21,088,221701,304
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$20,672,105280,718
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$19,317,961301,466
VANGUARD INDEX FDSVTVVALUE ETF$18,503,90694,311
ISHARES TRIVVCORE S&P500 ETF$15,574,17723,843
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$13,522,37691,306
SPDR SERIES TRUSTFLRNSTATE STREET SPD$13,418,423435,946
VANGUARD INDEX FDSVBSMALL CP ETF$12,585,74448,052
VANGUARD INDEX FDSVBRSM CP VAL ETF$12,196,88056,142

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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