Cherry Tree Wealth Management, LLC has filed its Form 13F-HR for the period ending June 30, 2026. The filing discloses the firm’s equity portfolio, which consists of 594 individual positions.
The portfolio is managed from an office located at 301 Carlson Parkway, Suite 103, in Minnetonka, Minnesota. The filing lists Jane Bortnem as the Chief Compliance Officer responsible for the report.
Among the largest individual stock holdings disclosed in the filing are Apple Inc., with 12,773 shares, and 3M Company, with 5,940 shares. Other notable positions include Alphabet Inc. Class A (3,138 shares), Amazon.com Inc. (2,136 shares), and American Tower Corporation (38 shares).
The filing also includes a significant number of exchange-traded funds (ETFs). These include Dimensional ETF Trust funds, such as the US Core Equity ETF with 300,502 shares, and Invesco Exchange Traded Funds, including the Invesco Exchange Traded Fund T S&P500 EQL WGT with 3,537,075 shares.
