Institutional Fund
Cranbrook Wealth Management, LLC
Bloomfield Hills, MICIK 15990845 filings on record
Portfolio Value
$491.59M
Q1 2026
Holdings
385
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-3.1%
from $507.22M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds11.3%
- Ishares Tr11.2%
- Ishares Tr7.3%
- Vanguard Index Fds6.3%
- Vanguard Charlotte Fds3.7%
- Schwab Strategic Tr3.4%
- Other56.8%
Portfolio Holdings
385 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 718.3K | $55.44M | 11.3% | +2.3K | Added |
| 2 | Ishares Tr | 83.9K | $54.84M | 11.2% | −162 | Reduced |
| 3 | Ishares Tr | 395.3K | $35.79M | 7.3% | −8.5K | Reduced |
| 4 | Vanguard Index Fds | 108.1K | $31.04M | 6.3% | +316 | Added |
| 5 | Vanguard Charlotte Fds | 383.5K | $18.43M | 3.7% | −29.7K | Reduced |
| 6 | Schwab Strategic Tr | 672.3K | $16.64M | 3.4% | +2.3K | Added |
| 7 | Ishares Tr | 107.4K | $13.35M | 2.7% | −3.5K | Reduced |
| 8 | Vanguard Index Fds | 27.4K | $11.95M | 2.4% | −176 | Reduced |
| 9 | Vanguard Index Fds | 37.6K | $11.25M | 2.3% | −898 | Reduced |
| 10 | Vanguard Index Fds | 55.3K | $10.85M | 2.2% | +249 | Added |
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