13F Filings History of Cherry Tree Wealth Management, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$473,608,191
Signature - Title
Jane Bortnem - CCO
Location
Minnetonka, MN
Summary
This page shows a list of all the recent 13F filings made by Cherry Tree Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cherry Tree Wealth Management, LLC reported 586 stock holdings with total value $473,608,191 as of Q4 2025. Top holdings included SPIB, BND, SPSB, VTV, and VEA.

Notify me when Cherry Tree Wealth Management, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 586 $473,608,191 +$20,781,736 -$8,146,246 +$12,635,490 SPIB, BND, SPSB, VTV, VEA 13F-HR 10 Feb 2026, 10:23
Q3 2025 590 $455,530,104 +$14,035,916 -$6,992,142 +$7,043,774 SPIB, BND, SPSB, VTV, VEA 13F-HR 24 Nov 2025, 15:45
Q2 2025 606 $430,259,123 +$4,565,372 -$9,682,247 -$5,116,875 SPIB, BND, SPSB, VTV, VEA 13F-HR 05 Aug 2025, 10:31
Q1 2025 756 $414,680,860 +$16,698,957 -$8,389,895 +$8,309,062 SPIB, BND, SPSB, VTV, VEA 13F-HR 21 Apr 2025, 15:49
Q4 2024 644 $404,051,110 +$10,677,012 -$10,264,567 +$412,445 SPIB, BND, SPSB, VTV, IVV 13F-HR 04 Feb 2025, 10:26
Q3 2024 613 $421,813,301 +$8,295,716 -$7,272,135 +$1,023,581 SPIB, BND, SPSB, VTV, VEA 13F-HR 12 Nov 2024, 14:04
Q2 2024 596 $398,129,040 +$10,167,342 -$5,485,127 +$4,682,215 SPIB, BND, SPSB, VTV, VEA 13F-HR 06 Aug 2024, 10:30
Q1 2024 595 $397,629,765 +$14,017,711 -$3,693,671 +$10,324,040 SPIB, BND, SPSB, VTV, VEA 13F-HR 01 May 2024, 16:33
Q4 2023 592 $374,289,060 +$21,259,844 -$12,391,760 +$8,868,084 SPIB, BND, SPSB, VTV, FLRN 13F-HR 06 Feb 2024, 16:06
Q3 2023 585 $341,224,657 +$16,561,267 -$7,617,791 +$8,943,476 SPIB, SPSB, BND, VTV, FLRN 13F-HR 14 Nov 2023, 13:12
Q2 2023 615 $343,300,028 $0 $0 $0 SPSB, SPIB, BND, VTV, FLRN 13F-HR 09 Aug 2023, 11:37