Cranbrook Wealth Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$491.6M
Q ending 2026-03-31
Prior quarter
$507.2M
Q ending 2025-12-31
Change
-3.1% QoQ · +14.2% YoY
Positions
385
reported holdings

Largest positions

Top 100 of 385 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Bd Index FdsBIVShares$55.4M718K
Ishares TrIVVShares$54.8M84K
Ishares TrIEFAShares$35.8M395K
Vanguard Index FdsVOShares$31.0M108K
Vanguard Charlotte FdsBNDXShares$18.4M383K
Schwab Strategic TrSCHFShares$16.6M672K
Ishares TrIJRShares$13.3M107K
Vanguard Index FdsVUGShares$12.0M27K
Vanguard Index FdsVVShares$11.2M38K
Vanguard Index FdsVTVShares$10.9M55K
Vanguard Intl Equity Index FVWOShares$10.0M185K
Spdr Gold TrGLDShares$8.9M21K
Select Sector Spdr TrXLKShares$8.5M64K
Ishares TrEFGShares$8.4M76K
Ishares Gold TrIAUShares$8.2M93K
Vanguard Index FdsVOEShares$7.6M41K
Apple IncAAPLShares$6.8M27K
Ishares TrIVWShares$6.6M58K
Ishares TrHYGShares$6.2M79K
Vanguard Index FdsVOTShares$6.0M23K
Ishares Bitcoin Trust EtfIBITShares$5.6M147K
Ishares TrISTBShares$5.6M116K
Ishares TrTIPShares$5.3M48K
Ishares TrIVEShares$4.9M23K
Vanguard Bd Index FdsBSVShares$4.9M63K
Ishares TrEFVShares$4.9M66K
Ishares TrIJHShares$4.8M72K
Ishares TrDSIShares$4.3M35K
Ishares IncIEMGShares$4.2M60K
Ishares TrIJKShares$3.9M38K
Ishares TrIJJShares$3.8M29K
Jpmorgan Chase & CoJPMShares$3.7M13K
Vanguard Malvern FdsVTIPShares$3.6M71K
Vanguard Index FdsVBRShares$3.5M16K
Ishares TrIWMShares$3.4M14K
Ishares TrIWBShares$3.4M10K
Abbvie IncABBVShares$3.2M15K
Vanguard Index FdsVBKShares$2.9M9K
Microsoft CorpMSFTShares$2.8M8K
Ishares TrESGDShares$2.4M25K
State Str Spdr S&P 500 Etf TSPYShares$2.3M4K
Vanguard Tax-Managed FdsVEAShares$2.2M35K
Spdr Series TrustSPTIShares$2.1M74K
Select Sector Spdr TrXLUShares$2.0M44K
Caterpillar IncCATShares$2.0M3K
Vanguard Index FdsVBShares$1.9M7K
Stryker CorporationSYKShares$1.8M6K
Ishares TrESGUShares$1.8M13K
Ishares TrEAGGShares$1.7M36K
Ishares TrIJTShares$1.6M11K
Ishares TrIJSShares$1.6M14K
Rtx CorporationRTXShares$1.6M8K
Ishares TrMUBShares$1.6M15K
Ishares TrHYDBShares$1.5M33K
Vanguard Mun Bd FdsVTEBShares$1.3M27K
Vanguard Index FdsVOOShares$1.3M2K
Ishares TrIWPShares$1.3M10K
Abbott LaboratoriesABTShares$1.2M11K
Nvidia CorporationNVDAShares$1.1M7K
Johnson & JohnsonJNJShares$1.1M4K
Ishares TrESMLShares$1.1M23K
Vanguard Specialized FundsVIGShares$1.0M5K
Vulcan Matls CoVMCShares$1.0M4K
International Business MachsIBMShares$1.0M4K
Dte Energy CoDTEShares$946K6K
Applied Matls IncAMATShares$932K3K
Ecolab IncECLShares$885K3K
Watsco IncWSOShares$853K2K
Amazon Com IncAMZNShares$832K4K
Steris PlcShares$722K3K
Berkshire Hathaway Inc DelBRK/AShares$718K1
Thermo Fisher Scientific IncTMOShares$717K1K
Spdr Series TrustSPYMShares$689K9K
Ishares TrIWRShares$683K7K
Ishares TrEEMShares$622K11K
Southern CoSOShares$597K6K
Lattice Strategies TrRODMShares$591K15K
Cisco Sys IncCSCOShares$566K7K
Deere & CoDEShares$560K995
Northrop Grumman CorpNOCShares$555K813
Merck & Co IncMRKShares$538K4K
Vanguard Intl Equity Index FVEUShares$537K7K
Ishares TrHEFAShares$534K13K
Berkshire Hathaway Inc DelBRK/BShares$529K1K
Exxon Mobil CorpXOMShares$514K3K
Pepsico IncPEPShares$497K3K
Select Sector Spdr TrXLBShares$495K10K
Ishares TrIWOShares$478K2K
Mcdonalds CorpMCDShares$440K1K
Alphabet IncGOOGLShares$436K2K
Spdr Series TrustSPTSShares$429K15K
Ishares TrIWSShares$425K3K
Dt Midstream IncDTMShares$418K3K
Vanguard Index FdsVTIShares$417K1K
Occidental Pete CorpOXYShares$406K6K
Home Depot IncHDShares$399K1K
Vanguard World FdVAWShares$392K2K
Costco Wholesale CorporationCOSTShares$377K378
Hologic IncHOLXShares$367K5K
Idexx Labs IncIDXXShares$343K611

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.