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Investment manager · 13F filer · SEC CIK 1599084
Cranbrook Wealth Management, LLC
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Reported value$529Mas of Sep 30, 2026
Positions374 12 new, 44 sold out
Top 10 weight52.9%IVV alone is 12%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
12.0%
BIVVanguard Bd Index FDS
10.2%
IEFAiShares Tr
7.2%
VOVanguard Index FDS
6.4%
SCHFSchwab Strategic Tr
3.6%Added +2%
BNDXVanguard Charlotte FDS
3.4%
VUGVanguard Index FDS
2.7%
IJRiShares Tr
2.6%Trimmed −2%
VVVanguard Index FDS
2.4%
XLKSelect Sector SPDR Tr
2.3%Trimmed −3%
VTVVanguard Index FDS
2.2%Trimmed −3%
VWOVanguard Intl Equity Index F
2.0%
IVViShares Tr
12.0%
BIVVanguard Bd Index FDS
10.2%
IEFAiShares Tr
7.2%
VOVanguard Index FDS
6.4%
SCHFSchwab Strategic Tr
3.6%
BNDXVanguard Charlotte FDS
3.4%
VUG2.7%
IJR2.6%
VV2.4%
XLK2.3%
VTV2.2%
VWO2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 12.0% Held
BIV Vanguard Bd Index FDS 10.2% Held
IEFA iShares Tr 7.2% Held
VO Vanguard Index FDS 6.4% Held
SCHF Schwab Strategic Tr 3.6% Added +2%
BNDX Vanguard Charlotte FDS 3.4% Held
VUG Vanguard Index FDS 2.7% Held
IJR iShares Tr 2.6% Trimmed −2%
VV Vanguard Index FDS 2.4% Held
XLK Select Sector SPDR Tr 2.3% Trimmed −3%
VTV Vanguard Index FDS 2.2% Trimmed −3%
VWO Vanguard Intl Equity Index F 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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