Cranbrook Wealth Management, LLC: 13F holdings
CIK 15990842026Q2
| Positions | 406 |
|---|
| Reported value | $534.4m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 406 (+21 vs prior quarter) |
|---|
| Reported value | $534.4m (+8.7%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 83,064 | $62.2m | 11.6% |
| BIV VANGUARD BD INDEX FDS | 730,608 | $56.0m | 10.5% |
| IEFA ISHARES TR | 396,052 | $38.3m | 7.2% |
| VO VANGUARD INDEX FDS | 434,525 | $35.0m | 6.6% |
| SCHF SCHWAB STRATEGIC TR | 672,128 | $18.6m | 3.5% |
| BNDX VANGUARD CHARLOTTE FDS | 381,052 | $18.5m | 3.5% |
| IJR ISHARES TR | 104,231 | $15.5m | 2.9% |
| VUG VANGUARD INDEX FDS | 163,924 | $14.1m | 2.6% |
| VV VANGUARD INDEX FDS | 36,449 | $12.5m | 2.3% |
| XLK SELECT SECTOR SPDR TR | 64,756 | $12.3m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1599084")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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