Cherry Tree Wealth Management, LLC

13F filer · CIK 0001985414

Last filed May 5, 2026

Net seller this quarter

13F portfolio value$473MU.S. long equity reported on 13F

Positions2987 new · 15 closed

Net flow last quarter-$3.48MBuys minus sells

Top 10 positions weight11.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported May 5, 2026298 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$13.5M	2.86%	Not reported	-0.8%	Q2 2023
FNDFSchwab Strategic Trust	$10.9M	2.30%	Not reported	-4.4%	Q2 2023
BSVNBank7 Corp.	$10.5M	2.21%	1.40%	+3.0%	Q2 2023
TITNTitan Machinery Inc.	$4.1M	0.87%	1.05%	+1.4%	Q2 2023
DFAXGulf Resources, Inc.	$3.73M	0.79%	Not reported	0.0%	Q2 2023
AAPLApple Inc.	$3.32M	0.70%	0.00%	-1.4%	Q2 2023
MSFTMicrosoft Corp	$2.96M	0.63%	0.00%	+0.1%	Q2 2023
TROWPrice T Rowe Group Inc	$2.54M	0.54%	0.01%	Not reported	Q2 2023
SPYSPDR S&P 500 ETF Trust	$2.03M	0.43%	Not reported	-7.3%	Q2 2023
NVDANvidia Corp	$1.58M	0.33%	0.00%	-5.2%	Q2 2023
EMREmerson Electric Co	$1.58M	0.33%	0.00%	Not reported	Q2 2023
LLYELI LILLY & Co	$1.4M	0.30%	0.00%	+0.1%	Q2 2023
GOOGLAlphabet Inc.	$989K	0.21%	0.00%	-2.2%	Q2 2023
MMM3m Co	$988K	0.21%	0.00%	-5.1%	Q2 2023
AXPAmerican Express Co	$750K	0.16%	0.00%	Not reported	Q2 2023
MDTMedtronic plc	$725K	0.15%	0.00%	-24.7%	Q2 2023
GOOGAlphabet Inc.	$719K	0.15%	Not reported	+2.4%	Q2 2023
PGPROCTER & GAMBLE Co	$524K	0.11%	0.00%	-11.5%	Q2 2023
AMZNAmazon Com Inc	$480K	0.10%	0.00%	+0.5%	Q2 2023
USBUS Bancorp \de\	$456K	0.10%	0.00%	-5.4%	Q2 2023
TSLATesla, Inc.	$451K	0.10%	0.00%	Not reported	Q2 2023
WMTWalmart Inc.	$416K	0.09%	0.00%	+0.5%	Q2 2023
IWSImageware Systems Inc	$390K	0.08%	Not reported	-4.1%	Q2 2023
LIILennox International Inc	$388K	0.08%	0.00%	+9.9%	Q2 2023
CATCaterpillar Inc	$386K	0.08%	0.00%	Not reported	Q2 2023
PEPPepsico Inc	$362K	0.08%	0.00%	Not reported	Q2 2023
NVDLNovadel Pharma Inc	$345K	0.07%	Not reported	+7.5%	Q1 2024
JPMJPMorgan Chase & Co	$345K	0.07%	0.00%	-58.9%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$336K	0.07%	Not reported	+17.3%	Q2 2023
XOMExxonMobil Holdings Corp	$311K	0.07%	0.00%	-1.9%	Q2 2023
HRLHormel Foods Corp	$311K	0.07%	Not reported	Not reported	Q2 2023
PSXPhillips 66	$297K	0.06%	0.00%	Not reported	Q2 2023
GGGGraco Inc	$285K	0.06%	0.00%	Not reported	Q2 2023
WFCWells Fargo & Company	$285K	0.06%	0.00%	Not reported	Q2 2023
WPCW. P. Carey Inc.	$272K	0.06%	0.00%	Not reported	Q2 2023
RTXRTX Corp	$266K	0.06%	0.00%	Not reported	Q2 2023
IBTGInternational Building Technologies Group, Inc.	$262K	0.06%	Not reported	Not reported	Q4 2023
JNJJohnson & Johnson	$238K	0.05%	0.00%	-45.0%	Q2 2023
MCDMcdonalds Corp	$229K	0.05%	0.00%	-17.2%	Q2 2023
NOBLNoble International, Ltd.	$217K	0.05%	Not reported	-9.4%	Q2 2023
AMPAmeriprise Financial Inc	$211K	0.04%	0.00%	Not reported	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$208K	0.04%	Not reported	Not reported	Q2 2023
ABTAbbott Laboratories	$206K	0.04%	0.00%	Not reported	Q2 2023
UNHUnitedhealth Group Inc	$200K	0.04%	0.00%	-3.6%	Q2 2023
KOCoca Cola Co	$190K	0.04%	0.00%	Not reported	Q2 2023
ITWIllinois Tool Works Inc	$175K	0.04%	0.00%	Not reported	Q2 2023
TGTTarget Corp	$172K	0.04%	0.00%	+0.1%	Q2 2023
GLDSPDR Gold Trust	$172K	0.04%	0.00%	-2.7%	Q2 2023
IBMInternational Business Machines Corp	$154K	0.03%	0.00%	Not reported	Q2 2023
HBANHuntington Bancshares Inc	$146K	0.03%	0.00%	Not reported	Q3 2024

Q4 2025Reported Feb 10, 2026306 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$13.2M	2.79%	Not reported	+0.3%	Q2 2023
FNDFSchwab Strategic Trust	$10.5M	2.22%	Not reported	+1.3%	Q2 2023
BSVNBank7 Corp.	$10.2M	2.16%	1.37%	+8.1%	Q2 2023
MSFTMicrosoft Corp	$3.86M	0.81%	0.00%	+4.7%	Q2 2023
TITNTitan Machinery Inc.	$3.64M	0.77%	1.04%	Not reported	Q2 2023
AAPLApple Inc.	$3.61M	0.76%	0.00%	+1.9%	Q2 2023
DFAXGulf Resources, Inc.	$3.6M	0.76%	Not reported	+2.0%	Q2 2023
TROWPrice T Rowe Group Inc	$2.88M	0.61%	0.01%	-3.2%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$2.3M	0.49%	Not reported	-0.8%	Q2 2023
NVDANvidia Corp	$1.78M	0.38%	0.00%	+28.6%	Q2 2023
LLYELI LILLY & Co	$1.63M	0.34%	0.00%	-0.7%	Q2 2023
EMREmerson Electric Co	$1.6M	0.34%	0.00%	-8.2%	Q2 2023
MMM3m Co	$1.15M	0.24%	0.00%	-4.5%	Q2 2023
GOOGLAlphabet Inc.	$1.1M	0.23%	0.00%	+121.7%	Q2 2023
MDTMedtronic plc	$1.07M	0.23%	0.00%	-3.0%	Q2 2023
JPMJPMorgan Chase & Co	$918K	0.19%	0.00%	-2.4%	Q2 2023
AXPAmerican Express Co	$917K	0.19%	0.00%	-6.3%	Q2 2023
GOOGAlphabet Inc.	$768K	0.16%	Not reported	-0.5%	Q2 2023
PGPROCTER & GAMBLE Co	$588K	0.12%	0.00%	+11.1%	Q2 2023
TSLATesla, Inc.	$545K	0.12%	0.00%	+6279.0%	Q2 2023
AMZNAmazon Com Inc	$529K	0.11%	0.00%	+59.6%	Q2 2023
USBUS Bancorp \de\	$494K	0.10%	0.00%	-14.7%	Q2 2023
IWSImageware Systems Inc	$394K	0.08%	Not reported	Not reported	Q2 2023
NVDLNovadel Pharma Inc	$390K	0.08%	Not reported	Not reported	Q1 2024
WMTWalmart Inc.	$371K	0.08%	0.00%	-2.1%	Q2 2023
LIILennox International Inc	$370K	0.08%	0.00%	+2.0%	Q2 2023
JNJJohnson & Johnson	$367K	0.08%	0.00%	-11.6%	Q2 2023
PEPPepsico Inc	$335K	0.07%	0.00%	-1.9%	Q2 2023
WFCWells Fargo & Company	$334K	0.07%	0.00%	Not reported	Q2 2023
HRLHormel Foods Corp	$325K	0.07%	Not reported	Not reported	Q2 2023
PSLVSprott Physical Silver Trust	$324K	0.07%	0.00%	-4.2%	Q2 2023
CATCaterpillar Inc	$312K	0.07%	0.00%	+22.5%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$305K	0.06%	Not reported	+8.8%	Q2 2023
GGGGraco Inc	$276K	0.06%	0.00%	-26.4%	Q2 2023
MCDMcdonalds Corp	$272K	0.06%	0.00%	Not reported	Q2 2023
DNPDNP Select Income Fund Inc	$262K	0.06%	Not reported	Not reported	Q2 2023
IBTGInternational Building Technologies Group, Inc.	$262K	0.06%	Not reported	+4.0%	Q4 2023
WPCW. P. Carey Inc.	$257K	0.05%	0.00%	-15.0%	Q2 2023
UNHUnitedhealth Group Inc	$254K	0.05%	0.00%	-2.8%	Q2 2023
RTXRTX Corp	$253K	0.05%	0.00%	-9.7%	Q2 2023
ABTAbbott Laboratories	$251K	0.05%	0.00%	+749.6%	Q2 2023
NOBLNoble International, Ltd.	$235K	0.05%	Not reported	Not reported	Q2 2023
AMPAmeriprise Financial Inc	$232K	0.05%	0.00%	Not reported	Q2 2023
XOMExxonMobil Holdings Corp	$225K	0.05%	0.00%	+17.8%	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$216K	0.05%	Not reported	Not reported	Q2 2023
PSXPhillips 66	$210K	0.04%	0.00%	Not reported	Q2 2023
KMIKinder Morgan, Inc.	$210K	0.04%	0.00%	Not reported	Q2 2023
IBMInternational Business Machines Corp	$188K	0.04%	0.00%	-9.8%	Q2 2023
KOCoca Cola Co	$175K	0.04%	0.00%	+118.3%	Q2 2023
RGLDRoyal Gold Inc	$166K	0.04%	0.00%	New	Q4 2025

Q3 2025Reported Nov 24, 2025334 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$12.9M	2.84%	Not reported	-1.0%	Q2 2023
FNDFSchwab Strategic Trust	$9.86M	2.16%	Not reported	+2.4%	Q2 2023
BSVNBank7 Corp.	$9.46M	2.08%	1.27%	+6.0%	Q2 2023
TITNTitan Machinery Inc.	$4.05M	0.89%	1.04%	Not reported	Q2 2023
MSFTMicrosoft Corp	$3.95M	0.87%	0.00%	-0.9%	Q2 2023
DFAXGulf Resources, Inc.	$3.38M	0.74%	Not reported	+0.3%	Q2 2023
AAPLApple Inc.	$3.32M	0.73%	0.00%	-3.0%	Q2 2023
TROWPrice T Rowe Group Inc	$2.99M	0.66%	0.01%	Not reported	Q2 2023
SPYSPDR S&P 500 ETF Trust	$2.27M	0.50%	Not reported	-0.4%	Q2 2023
EMREmerson Electric Co	$1.72M	0.38%	0.00%	Not reported	Q2 2023
NVDANvidia Corp	$1.39M	0.30%	0.00%	-6.4%	Q2 2023
LLYELI LILLY & Co	$1.17M	0.26%	0.00%	Not reported	Q2 2023
MMM3m Co	$1.16M	0.26%	0.00%	-2.8%	Q2 2023
MDTMedtronic plc	$1.09M	0.24%	0.00%	Not reported	Q2 2023
JPMJPMorgan Chase & Co	$920K	0.20%	0.00%	-7.8%	Q2 2023
AXPAmerican Express Co	$879K	0.19%	0.00%	Not reported	Q2 2023
GOOGAlphabet Inc.	$600K	0.13%	Not reported	-17.3%	Q2 2023
PGPROCTER & GAMBLE Co	$567K	0.12%	0.00%	+0.1%	Q2 2023
USBUS Bancorp \de\	$525K	0.12%	0.00%	-4.4%	Q2 2023
NVDLNovadel Pharma Inc	$414K	0.09%	Not reported	+322.7%	Q1 2024
LIILennox International Inc	$395K	0.09%	0.00%	Not reported	Q2 2023
IWSImageware Systems Inc	$390K	0.09%	Not reported	Not reported	Q2 2023
GGGGraco Inc	$389K	0.09%	0.00%	Not reported	Q2 2023
GOOGLAlphabet Inc.	$385K	0.08%	0.00%	-2.3%	Q2 2023
JNJJohnson & Johnson	$372K	0.08%	0.00%	-2.6%	Q2 2023
WMTWalmart Inc.	$351K	0.08%	0.00%	-5.0%	Q2 2023
HRLHormel Foods Corp	$340K	0.07%	Not reported	Not reported	Q2 2023
PEPPepsico Inc	$334K	0.07%	0.00%	-2.7%	Q2 2023
WPCW. P. Carey Inc.	$318K	0.07%	0.00%	Not reported	Q2 2023
AMZNAmazon Com Inc	$316K	0.07%	0.00%	-3.4%	Q2 2023
WFCWells Fargo & Company	$300K	0.07%	0.00%	Not reported	Q2 2023
QQQInvesco QQQ Trust, Series 1	$274K	0.06%	Not reported	-2.6%	Q2 2023
UNHUnitedhealth Group Inc	$273K	0.06%	0.00%	Not reported	Q2 2023
MCDMcdonalds Corp	$271K	0.06%	0.00%	-16.8%	Q2 2023
DNPDNP Select Income Fund Inc	$263K	0.06%	Not reported	-1.9%	Q2 2023
RTXRTX Corp	$256K	0.06%	0.00%	Not reported	Q2 2023
IBTGInternational Building Technologies Group, Inc.	$252K	0.06%	Not reported	+55.7%	Q4 2023
GISGeneral Mills Inc	$250K	0.05%	0.00%	0.0%	Q2 2023
AMPAmeriprise Financial Inc	$233K	0.05%	0.00%	-3.1%	Q2 2023
NOBLNoble International, Ltd.	$233K	0.05%	Not reported	-6.4%	Q2 2023
PSLVSprott Physical Silver Trust	$224K	0.05%	0.00%	-17.4%	Q2 2023
PSXPhillips 66	$222K	0.05%	0.00%	Not reported	Q2 2023
KMIKinder Morgan, Inc.	$216K	0.05%	0.00%	Not reported	Q2 2023
CATCaterpillar Inc	$212K	0.05%	0.00%	Not reported	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$209K	0.05%	Not reported	Not reported	Q2 2023
IBMInternational Business Machines Corp	$198K	0.04%	0.00%	-10.7%	Q2 2023
XOMExxonMobil Holdings Corp	$179K	0.04%	0.00%	Not reported	Q2 2023
ITWIllinois Tool Works Inc	$176K	0.04%	0.00%	Not reported	Q2 2023
ZTSZoetis Inc.	$168K	0.04%	0.00%	+0.2%	Q2 2023
NFLXNetflix Inc	$168K	0.04%	0.00%	Not reported	Q2 2023

Q2 2025Reported Aug 5, 2025348 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$12.4M	2.87%	Not reported	-1.1%	Q2 2023
FNDFSchwab Strategic Trust	$8.97M	2.09%	Not reported	-0.4%	Q2 2023
BSVNBank7 Corp.	$8.9M	2.07%	1.20%	-1.3%	Q2 2023
TITNTitan Machinery Inc.	$4.79M	1.11%	1.05%	+1.9%	Q2 2023
MSFTMicrosoft Corp	$3.82M	0.89%	0.00%	-2.1%	Q2 2023
DFAXGulf Resources, Inc.	$3.15M	0.73%	Not reported	-0.6%	Q2 2023
TROWPrice T Rowe Group Inc	$2.81M	0.65%	0.01%	+2.3%	Q2 2023
AAPLApple Inc.	$2.76M	0.64%	0.00%	-2.4%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$2.11M	0.49%	Not reported	Not reported	Q2 2023
EMREmerson Electric Co	$1.75M	0.41%	0.00%	Not reported	Q2 2023
NVDANvidia Corp	$1.26M	0.29%	0.00%	-5.8%	Q2 2023
LLYELI LILLY & Co	$1.19M	0.28%	0.00%	-0.8%	Q2 2023
MMM3m Co	$1.18M	0.27%	0.00%	+1.4%	Q2 2023
MDTMedtronic plc	$999K	0.23%	0.00%	-0.1%	Q2 2023
JPMJPMorgan Chase & Co	$917K	0.21%	0.00%	-2.4%	Q2 2023
AXPAmerican Express Co	$844K	0.20%	0.00%	-1.6%	Q2 2023
PGPROCTER & GAMBLE Co	$588K	0.14%	0.00%	-2.9%	Q2 2023
GOOGAlphabet Inc.	$528K	0.12%	Not reported	+0.5%	Q2 2023
USBUS Bancorp \de\	$514K	0.12%	0.00%	-4.2%	Q2 2023
LIILennox International Inc	$428K	0.10%	0.00%	Not reported	Q2 2023
HRLHormel Foods Corp	$415K	0.10%	Not reported	Not reported	Q2 2023
GGGGraco Inc	$394K	0.09%	0.00%	Not reported	Q2 2023
IWSImageware Systems Inc	$369K	0.09%	Not reported	Not reported	Q2 2023
WMTWalmart Inc.	$350K	0.08%	0.00%	-2.5%	Q2 2023
HDHome Depot, Inc.	$334K	0.08%	0.00%	-2.7%	Q2 2023
AMZNAmazon Com Inc	$326K	0.08%	0.00%	-11.9%	Q2 2023
PEPPepsico Inc	$323K	0.08%	0.00%	-1.6%	Q2 2023
JNJJohnson & Johnson	$314K	0.07%	0.00%	-8.6%	Q2 2023
MCDMcdonalds Corp	$313K	0.07%	0.00%	-1.2%	Q2 2023
WPCW. P. Carey Inc.	$294K	0.07%	0.00%	Not reported	Q2 2023
WFCWells Fargo & Company	$287K	0.07%	0.00%	Not reported	Q2 2023
GOOGLAlphabet Inc.	$286K	0.07%	0.00%	-7.7%	Q2 2023
DNPDNP Select Income Fund Inc	$262K	0.06%	Not reported	Not reported	Q2 2023
AMPAmeriprise Financial Inc	$261K	0.06%	0.00%	-6.1%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$258K	0.06%	Not reported	-13.8%	Q2 2023
GISGeneral Mills Inc	$257K	0.06%	0.00%	-0.1%	Q2 2023
UNHUnitedhealth Group Inc	$247K	0.06%	0.00%	-11.3%	Q2 2023
NOBLNoble International, Ltd.	$243K	0.06%	Not reported	+1.7%	Q2 2023
IBMInternational Business Machines Corp	$232K	0.05%	0.00%	-6.4%	Q2 2023
KMIKinder Morgan, Inc.	$225K	0.05%	0.00%	Not reported	Q2 2023
RTXRTX Corp	$223K	0.05%	0.00%	-24.5%	Q2 2023
PSLVSprott Physical Silver Trust	$212K	0.05%	0.00%	-9.0%	Q2 2023
SSLSasol Ltd	$202K	0.05%	Not reported	-8.5%	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$198K	0.05%	Not reported	Not reported	Q2 2023
PSXPhillips 66	$194K	0.05%	0.00%	-3.9%	Q2 2023
NFLXNetflix Inc	$187K	0.04%	0.00%	-8.5%	Q2 2023
ZTSZoetis Inc.	$179K	0.04%	0.00%	-8.0%	Q2 2023
XELXcel Energy Inc	$174K	0.04%	0.00%	-0.3%	Q2 2023
CATCaterpillar Inc	$173K	0.04%	0.00%	Not reported	Q2 2023
XOMExxonMobil Holdings Corp	$171K	0.04%	0.00%	-5.8%	Q2 2023

Premium opens every quarter this fund has filed