Cherry Tree Wealth Management, LLC
- SEC CIK
- 0001985414
- Latest filing
- Sep 15, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 9, 2023. Long positions only.
- Positions
- 615
- No filing for Q1 2023
- Portfolio value
- $343.3M
- No filing for Q1 2023
Cherry Tree Wealth Management, LLC did not file a 13F for Q1 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Nushares ETF Tr67092P110 | NUVEEN ESG 1-5 | 197 | $4.50K | <0.1% | – | – | – |
| LRCXLam Research Corp | COM | 7 | $4.50K | <0.1% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 10 | $4.56K | <0.1% | – | – | History |
| VanEck Semiconductor ETF92189F676 | ETF | 30 | $4.57K | <0.1% | – | – | – |
| CPBCAMPBELL'S Co | COM | 100 | $4.57K | <0.1% | – | – | History |
| SNASnap-on Inc | COM | 16 | $4.61K | <0.1% | – | – | History |
| APPSDigital Turbine, Inc. | COM NEW | 500 | $4.64K | <0.1% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 56 | $4.72K | <0.1% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 57 | $4.80K | <0.1% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 44 | $4.81K | <0.1% | – | – | History |
| PAYCPaycom Software, Inc. | Stock | 15 | $4.82K | <0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 27 | $4.84K | <0.1% | – | – | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 20 | $4.85K | <0.1% | – | – | – |
| VRSKVerisk Analytics, Inc. | COM | 22 | $4.86K | <0.1% | – | – | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 102 | $4.90K | <0.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 70 | $4.93K | <0.1% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 87 | $4.94K | <0.1% | – | – | History |
| LOPEGrand Canyon Education, Inc. | COM | 48 | $4.96K | <0.1% | – | – | History |
| PCTYPaylocity Holding Corp | COM | 27 | $4.98K | <0.1% | – | – | History |
| RBLXRoblox Corp | Stock | 125 | $5.04K | <0.1% | – | – | History |
| TXNTexas Instruments Inc | Stock | 29 | $5.13K | <0.1% | – | – | History |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 80 | $5.20K | <0.1% | – | – | – |
| TECHBIO-TECHNE Corp | COM | 64 | $5.22K | <0.1% | – | – | History |
| ROLRollins Inc | COM | 124 | $5.31K | <0.1% | – | – | History |
| WKWorkiva Inc | COM CL A | 53 | $5.39K | <0.1% | – | – | History |
| RBARB Global Inc. | COM | 92 | $5.52K | <0.1% | – | – | History |
| CORCencora, Inc. | Stock | 29 | $5.58K | <0.1% | – | – | History |
| HLNHaleon plc | ADR | 676 | $5.67K | <0.1% | – | – | History |
| CMSCMS Energy Corp | COM | 97 | $5.70K | <0.1% | – | – | History |
| SWKSSkyworks Solutions, Inc. | Stock | 53 | $5.81K | <0.1% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 88 | $5.84K | <0.1% | – | – | History |
| American Centy ETF Tr025072885 | US EQT ETF | 81 | $6.09K | <0.1% | – | – | – |
| GLOBGlobant S.A. | COM | 34 | $6.11K | <0.1% | – | – | History |
| BACBank of America Corp | Stock | 216 | $6.20K | <0.1% | – | – | History |
| TKRTimken Co | COM | 68 | $6.22K | <0.1% | – | – | History |
| Schwab U.S. REIT ETF808524847 | ETF | 320 | $6.25K | <0.1% | – | – | – |
| PIPRPiper Sandler Companies | COM | 50 | $6.46K | <0.1% | – | – | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 89 | $6.49K | <0.1% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 70 | $6.57K | <0.1% | – | – | – |
| METMetlife Inc | Stock | 119 | $6.73K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 87 | $6.96K | <0.1% | – | – | – |
| KHCKraft Heinz Co | Stock | 196 | $6.96K | <0.1% | – | – | History |
| HPQHP Inc | Stock | 227 | $6.97K | <0.1% | – | – | History |
| TYLTyler Technologies Inc | COM | 17 | $7.08K | <0.1% | – | – | History |
| HONHoneywell International Inc | COM | 35 | $7.16K | <0.1% | – | – | History |
| WSTWest Pharmaceutical Services Inc | COM | 19 | $7.27K | <0.1% | – | – | History |
| iShares Tr464288257 | MSCI ACWI ETF | 77 | $7.39K | <0.1% | – | – | – |
| iShares Tr464288208 | MRGSTR MD CP ETF | 117 | $7.41K | <0.1% | – | – | – |
| CSGPCostar Group, Inc. | COM | 85 | $7.57K | <0.1% | – | – | History |
| iShares Tr46435U218 | ESG MSCI LEADR | 98 | $7.59K | <0.1% | – | – | – |
| FASTFastenal Co | Stock | 129 | $7.61K | <0.1% | – | – | History |
| EOGEOG Resources Inc | Stock | 67 | $7.67K | <0.1% | – | – | History |
| SHWSherwin Williams Co | COM | 29 | $7.70K | <0.1% | – | – | History |
| HEIHeico Corp | COM | 44 | $7.79K | <0.1% | – | – | History |
| APHAmphenol Corp | CL A | 92 | $7.82K | <0.1% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 32 | $7.83K | <0.1% | – | – | – |
| IEXIdex Corp | COM | 37 | $7.86K | <0.1% | – | – | History |
| ANSSAnsys Inc | COM | 24 | $7.93K | <0.1% | – | – | History |
| FIVEFive Below, Inc | COM | 41 | $8.06K | <0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 25 | $8.06K | <0.1% | – | – | History |
| JOUTJohnson Outdoors Inc | CL A | 132 | $8.09K | <0.1% | – | – | History |
| ARWArrow Electronics, Inc. | COM | 57 | $8.16K | <0.1% | – | – | History |
| SSYSStratasys Ltd. | SHS | 463 | $8.22K | <0.1% | – | – | History |
| EFXEquifax Inc | COM | 35 | $8.24K | <0.1% | – | – | History |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 117 | $8.38K | <0.1% | – | – | – |
| ELVElevance Health, Inc. | Stock | 19 | $8.44K | <0.1% | – | – | History |
| BBYBest Buy Co Inc | Stock | 103 | $8.45K | <0.1% | – | – | History |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 316 | $8.46K | <0.1% | – | – | – |
| HUMHumana Inc | Stock | 19 | $8.50K | <0.1% | – | – | History |
| ETNEaton Corp plc | Stock | 43 | $8.65K | <0.1% | – | – | History |
| iShares Tr46435U663 | ESG AWARE MSCI | 248 | $8.81K | <0.1% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 115 | $8.88K | <0.1% | – | – | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 144 | $8.91K | <0.1% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 118 | $9.08K | <0.1% | – | – | – |
| AMEAmetek Inc | COM | 57 | $9.15K | <0.1% | – | – | History |
| STRAStrategic Education, Inc. | COM | 136 | $9.23K | <0.1% | – | – | History |
| GEGeneral Electric Co | Stock | 86 | $9.45K | <0.1% | – | – | History |
| APPNAppian Corp | CL A | 200 | $9.52K | <0.1% | – | – | History |
| LUVSouthwest Airlines Co | COM | 265 | $9.60K | <0.1% | – | – | History |
| WisdomTree Tr97717Y592 | BATTERY VL CHAIN | 286 | $9.96K | <0.1% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 210 | $10.1K | <0.1% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 134 | $10.4K | <0.1% | – | – | – |
| SLVMSylvamo Corp | COMMON STOCK | 270 | $10.9K | <0.1% | – | – | History |
| JKHYJack Henry & Associates Inc | Stock | 66 | $11.0K | <0.1% | – | – | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 259 | $11.2K | <0.1% | – | – | – |
| CCChemours Co | Stock | 304 | $11.2K | <0.1% | – | – | History |
| First Tr Exchange-Traded FD33734H106 | SHS | 280 | $11.2K | <0.1% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 311 | $11.5K | <0.1% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 201 | $11.9K | <0.1% | – | – | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 221 | $11.9K | <0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 62 | $12.0K | <0.1% | – | – | History |
| HWKNHawkins Inc | COM | 255 | $12.2K | <0.1% | – | – | History |
| iShares Tr46429B671 | MSCI CHINA ETF | 275 | $12.3K | <0.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 156 | $12.3K | <0.1% | – | – | – |
| AZOAutoZone Inc | COM | 5 | $12.5K | <0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 127 | $12.5K | <0.1% | – | – | History |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 161 | $12.7K | <0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 45 | $12.8K | <0.1% | – | – | History |
| SNYSanofi | SPONSORED ADR | 242 | $13.0K | <0.1% | – | – | History |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 516 | $13.1K | <0.1% | – | – | – |