Cherry Tree Wealth Management, LLC, a registered investment advisor based in Minnetonka, Minnesota, has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing lists a total of 582 individual equity positions held by the firm.
The report identifies Jane Bortnem, the Chief Compliance Officer, as the authorized signatory responsible for the filing. The firm’s principal business address is listed as 301 Carlson Parkway, Suite 103, Minnetonka, MN 55305.
The disclosure provides a detailed breakdown of the firm's portfolio, including the names of the issuers, ticker symbols, and the number of shares held. The portfolio is diversified across various sectors and market caps, with notable holdings including Apple Inc., Microsoft Corporation, Amazon.com Inc., and Alphabet Inc. Class A and Class C shares.
The filing also includes a significant number of exchange-traded funds (ETFs), representing a substantial portion of the total positions. These include funds tracking the S&P 500, international equities, emerging markets, real estate, and specific sectors such as technology, healthcare, and energy. Notable ETFs listed include the iShares Core S&P 500 ETF, the Invesco QQQ Trust, and Dimensional ETF Trust funds covering global and U.S. equity markets.
Specific individual stock positions mentioned in the filing include Eli Lilly & Co., Visa Inc., UnitedHealth Group Inc., and Chevron Corporation. The filing does not disclose the total value of the portfolio or the specific dollar value of individual holdings.
