Cranbrook Wealth Management, LLC Portfolio Holdings
Cranbrook Wealth Management, LLC
- $491 Million
- Q3 2025
Cranbrook Wealth Management, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $491 Million distributed in 393 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $56.7M, Vanguard Bd Index Fd Inc Inter with a value of $54.8M, Ishares Tr with a value of $35.2M, Vanguard Mid Cap ETF with a value of $30.8M, and Vanguard Total International B with a value of $20.4M.
Examining the 13F form we can see an increase of $23M in the current position value, from $468M to 491M.
Below you can find more details about Cranbrook Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$491 Million
ETFs: $440 Million
Technology: $16.3 Million
Healthcare: $10.2 Million
Financial Services: $6.74 Million
Industrials: $4.84 Million
Consumer Cyclical: $2.99 Million
Utilities: $2.6 Million
Consumer Defensive: $2.19 Million
Other: $4.94 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 393
- Current Value $491 Million
- Prior Value $468 Million
- Filing
- Period Q3 2025
- Filing Date October 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 22 stocks
- Additional Purchases 66 stocks
- Sold out of 0 stocks
- Reduced holdings in 100 stocks