Universe · entity
Cranbrook Wealth Management, LLC
Institutional manager (13F) · CIK 1599084
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $437M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | $55M | 718,274 |
| 2 | ISHARES TR | $55M | 83,947 |
| 3 | ISHARES TR | $36M | 395,336 |
| 4 | VANGUARD INDEX FDS | $31M | 108,081 |
| 5 | VANGUARD CHARLOTTE FDS | $18M | 383,487 |
| 6 | SCHWAB STRATEGIC TR | $17M | 672,336 |
| 7 | ISHARES TR | $13M | 107,362 |
| 8 | VANGUARD INDEX FDS | $12M | 27,365 |
| 9 | VANGUARD INDEX FDS | $11M | 37,639 |
| 10 | VANGUARD INDEX FDS | $11M | 55,315 |
| 11 | VANGUARD INTL EQUITY INDEX F | $10M | 185,172 |
| 12 | SPDR GOLD TR | $9M | 20,638 |
| 13 | SELECT SECTOR SPDR TR | $9M | 64,321 |
| 14 | ISHARES TR | $8M | 75,847 |
| 15 | ISHARES GOLD TR | $8M | 92,892 |
| 16 | VANGUARD INDEX FDS | $8M | 40,976 |
| 17 | APPLE INC | $7M | 26,785 |
| 18 | ISHARES TR | $7M | 58,348 |
| 19 | ISHARES TR | $6M | 78,549 |
| 20 | VANGUARD INDEX FDS | $6M | 23,451 |
| 21 | ISHARES BITCOIN TRUST ETF | $6M | 146,714 |
| 22 | ISHARES TR | $6M | 116,120 |
| 23 | ISHARES TR | $5M | 47,735 |
| 24 | ISHARES TR | $5M | 23,384 |
| 25 | VANGUARD BD INDEX FDS | $5M | 62,702 |
| 26 | ISHARES TR | $5M | 65,732 |
| 27 | ISHARES TR | $5M | 71,525 |
| 28 | ISHARES TR | $4M | 35,191 |
| 29 | ISHARES INC | $4M | 60,139 |
| 30 | ISHARES TR | $4M | 38,326 |
| 31 | ISHARES TR | $4M | 28,662 |
| 32 | JPMORGAN CHASE & CO | $4M | 12,666 |
| 33 | VANGUARD MALVERN FDS | $4M | 71,434 |
| 34 | VANGUARD INDEX FDS | $3M | 16,000 |
| 35 | ISHARES TR | $3M | 13,800 |
| 36 | ISHARES TR | $3M | 9,588 |
| 37 | ABBVIE INC | $3M | 14,683 |
| 38 | VANGUARD INDEX FDS | $3M | 9,444 |
| 39 | MICROSOFT CORP | $3M | 7,564 |
| 40 | ISHARES TR | $2M | 24,870 |
| 41 | STATE STR SPDR S&P 500 ETF T | $2M | 3,566 |
| 42 | VANGUARD TAX-MANAGED FDS | $2M | 34,533 |
| 43 | SPDR SERIES TRUST | $2M | 73,672 |
| 44 | SELECT SECTOR SPDR TR | $2M | 43,954 |
| 45 | CATERPILLAR INC | $2M | 2,768 |
| 46 | VANGUARD INDEX FDS | $2M | 7,083 |
| 47 | STRYKER CORPORATION | $2M | 5,594 |
| 48 | ISHARES TR | $2M | 12,728 |
| 49 | ISHARES TR | $2M | 35,924 |
| 50 | ISHARES TR | $2M | 11,343 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.