Cherry Tree Wealth Management, LLC
RIA/Wealth
Cherry Tree Wealth Management, LLC is a RIA/Wealth based in Minnetonka, MN led by Anton Joseph Christianson, reporting $593.3M in AUM as of Q3 2025 with 91% ETF concentration and minimal technology exposure.
ChairmanAnton Joseph Christianson
- Portfolio Value
- $452.6M
- Positions
- 589
- Top Holding
- SPIB at 4.98%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cherry Tree Wealth Management, LLC's portfolio (36.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $22.5M | 4.98% | -$89.9K Sold | — 664.6K shares | |
ETF ETF | $20.0M | 4.42% | -$354.1K Sold | — 269.2K shares | |
ETF ETF | $19.4M | 4.29% | +$902.1K Bought | — 640.8K shares | |
ETF ETF | $18.5M | 4.08% | +$376.0K Bought | — 99.1K shares | |
ETF ETF | $17.4M | 3.84% | +$473.5K Bought | — 290.3K shares | |
ETF ETF | $15.7M | 3.46% | +$277.1K Bought | — 23.4K shares | |
ETF ETF | $12.9M | 2.86% | -$134.3K Sold | — 91.8K shares | |
ETF ETF | $12.8M | 2.84% | +$432.3K Bought | — 416.1K shares | |
ETF ETF | $12.2M | 2.70% | -$734.5K Sold | — 317.0K shares | |
ETF ETF | $12.2M | 2.69% | +$209.5K Bought | — 58.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cherry Tree Wealth Management, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Cherry Tree Wealth Management, LLC
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