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CIK: 0001599084
Total reported value
$534.4M
$534.4M
425 檔
32.6%
At the close of Q1 2025, Cranbrook Wealth Management, LLC disclosed equity holdings valued at approximately $534.4M, spread across 425 reported holdings.
In Q1 2025, Cranbrook Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 425 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 11.67% | -0.79% | +3.25% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.46% | +0.49% | +0.66% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.38% | -0.12% | -0.50% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.12% | +0.24% | +0.68% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.80% | -0.30% | -2.00% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.72% | +0.10% | +6.18% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.54% | +0.18% | +4.10% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.43% | +0.21% | -2.34% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 2.33% | +0.06% | +0.17% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.20% | +0.03% | +0.15% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.02% | -0.03% | +2.16% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.89% | -0.01% | +0.22% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.83% | -0.38% | -0.54% | |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.82% | -0.17% | -2.61% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.78% | -0.39% | -0.14% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.56% | -0.13% | +0.18% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.47% | +0.57% | +7.71% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.46% | -0.06% | -0.51% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.44% | +0.11% | -2.91% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.37% | -0.22% | +3.95% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.34% | +0.13% | -0.55% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.31% | -0.08% | -1.30% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.29% | +0.07% | -9.95% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.13% | +0.02% | -2.69% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.08% | -0.07% | -1.15% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.89% | -0.07% | +1.39% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.87% | +0.01% | -0.55% | |
| 28 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.86% | +0.05% | -1.99% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.86% | +0.07% | +0.81% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.80% | +0.04% | -1.51% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.80% | -0.04% | -2.33% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.77% | — | -0.18% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.71% | -0.07% | +0.06% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.70% | +0.04% | -3.18% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.66% | -0.03% | +6.23% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.65% | +0.04% | +1.16% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | +0.02% | -1.96% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | -0.04% | -1.20% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.04% | -0.66% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | +0.02% | -5.76% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | +0.05% | +2.08% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.47% | -0.01% | -3.71% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.45% | -0.02% | -2.42% | |
| 44 | SYK | Stryker CORP | Stock-Healthcare | 0.42% | -0.04% | -2.69% | |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.38% | — | +17.69% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-Other | 0.36% | +0.01% | +1.45% | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.35% | +0.03% | -1.55% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.07% | -16.28% | |
| 49 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.34% | -0.02% | +2.20% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.32% | +0.01% | — |
According to official SEC Form 13F filings, Cranbrook Wealth Management, LLC reported a total U.S. public equity portfolio value of $534.4M across 425 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BIV, IVV, IEFA) accounted for 32.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
BIV
市值: $50.2M
During Q1 2025, Cranbrook Wealth Management, LLC's top holdings by market value included BIV (11.7%)、IVV (10.5%)、IEFA (7.4%). The largest single position, BIV, represented 11.7% of total portfolio value.
In Q1 2025, Cranbrook Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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