Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cranbrook Wealth Management, LLC (CIK 1599084) reported $534.4M across 406 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($62.2M, 11.64%), BIV ($56.0M, 10.49%), IEFA ($38.3M, 7.16%), VO ($35.0M, 6.55%), SCHF ($18.6M, 3.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $62.2M | 11.64% | 83,064 | Trimmed |
| 2 | BIV | VANGUARD BD INDEX FDS | $56.0M | 10.49% | 730,608 | Added |
| 3 | IEFA | ISHARES TR | $38.3M | 7.16% | 396,052 | Added |
| 4 | VO | VANGUARD INDEX FDS | $35.0M | 6.55% | 434,525 | Added |
| 5 | SCHF | SCHWAB STRATEGIC TR | $18.6M | 3.48% | 672,128 | Trimmed |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | $18.5M | 3.45% | 381,052 | Trimmed |
| 7 | IJR | ISHARES TR | $15.5M | 2.89% | 104,231 | Trimmed |
| 8 | VUG | VANGUARD INDEX FDS | $14.1M | 2.64% | 163,924 | Added |
| 9 | VV | VANGUARD INDEX FDS | $12.5M | 2.35% | 36,449 | Trimmed |
| 10 | XLK | SELECT SECTOR SPDR TR | $12.3M | 2.31% | 64,756 | Added |
| 11 | VTV | VANGUARD INDEX FDS | $12.0M | 2.24% | 55,009 | Trimmed |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $10.8M | 2.01% | 180,178 | Trimmed |
| 13 | EFG | ISHARES TR | $9.1M | 1.71% | 73,273 | Trimmed |
| 14 | IVW | ISHARES TR | $7.9M | 1.47% | 57,306 | Trimmed |
| 15 | AAPL | APPLE INC | $7.7M | 1.45% | 26,714 | Trimmed |
| 16 | GLD | SPDR GOLD TR | $7.6M | 1.42% | 20,635 | Trimmed |
| 17 | VOE | VANGUARD INDEX FDS | $7.6M | 1.41% | 38,231 | Trimmed |
| 18 | VOT | VANGUARD INDEX FDS | $7.2M | 1.34% | 23,462 | Added |
| 19 | IAU | ISHARES GOLD TR | $6.9M | 1.29% | 91,204 | Trimmed |
| 20 | HYG | ISHARES TR | $6.5M | 1.21% | 80,843 | Added |
| 21 | IJH | ISHARES TR | $5.3M | 1.00% | 69,186 | Trimmed |
| 22 | TIP | ISHARES TR | $5.3M | 0.99% | 48,426 | Added |
| 23 | ISTB | ISHARES TR | $5.2M | 0.97% | 107,688 | Trimmed |
| 24 | IVE | ISHARES TR | $4.9M | 0.93% | 21,775 | Trimmed |
| 25 | EFV | ISHARES TR | $4.9M | 0.92% | 64,118 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30