Cranbrook Wealth Management, LLC holds a focused book of 406 stocks worth $534.4M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Roundhill Gen AI & Tech ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 12% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1599084/holdings"
Use Arkolith to show Cranbrook Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Cranbrook Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cranbrook Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $1.5T |
| FMR LLC | 80 / 80 | $515.0B |
| MORGAN STANLEY | 80 / 80 | $461.5B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $423.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $404.8B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $164.6B |
| UBS Group AG | 80 / 80 | $133.3B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $127.6B |
Ranked by how many of Cranbrook Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $62.2M | 83.1K | 11.6% | ▼−1.1% Reduced · −883 sh | |
| 2 | Vanguard BD Index FDS INTERMED TERM | $56.0M | 730.6K | 10.5% | ▲+1.7% Added · +12K sh | |
| 3 | Ishares TR CORE MSCI EAFE | $38.3M | 396.1K | 7.2% | ▲+0.2% Added · +716 sh | |
| 4 | Vanguard Index FDS MID CAP ETF | $35.0M | 434.5K | 6.6% | ▲+302% Added · +326K sh | |
| 5 | Schwab Strategic TR INTL EQTY ETF | $18.6M | 672.1K | 3.5% | ▼~0% Reduced · −208 sh | |
| 6 | Vanguard Charlotte FDS TOTAL INT BD ETF | $18.5M | 381.1K | 3.5% | ▼−0.6% Reduced · −2K sh | |
| 7 | Ishares TR CORE S&P SCP ETF | $15.5M | 104.2K | 2.9% | ▼−2.9% Reduced · −3K sh | |
| 8 | Vanguard Index FDS GROWTH ETF | $14.1M | 163.9K | 2.6% | ▲+499% Added · +137K sh | |
| 9 | Vanguard Index FDS LARGE CAP ETF | $12.5M | 36.4K | 2.3% | ▼−3.2% Reduced · −1K sh | |
| 10 | Select Sector SPDR TR ST STR TECHN ETF | $12.3M | 64.8K | 2.3% | ▲+0.7% Added · +435 sh | |
| 11 | Vanguard Index FDS VALUE ETF | $12.0M | 55.0K | 2.2% | ▼−0.6% Reduced · −306 sh | |
| 12 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $10.8M | 180.2K | 2.0% | ▼−2.7% Reduced · −5K sh | |
| 13 | Ishares TR EAFE GRWTH ETF | $9.1M | 73.3K | 1.7% | ▼−3.4% Reduced · −3K sh | |
| 14 | Ishares TR S&P 500 GRWT ETF | $7.9M | 57.3K | 1.5% | ▼−1.8% Reduced · −1K sh | |
| 15 | Apple Inc COM | $7.7M | 26.7K | 1.4% | ▼−0.3% Reduced · −71 sh | |
| 16 | SPDR Gold TR GOLD SHS | $7.6M | 20.6K | 1.4% | ▼~0% Reduced · −3 sh | |
| 17 | Vanguard Index FDS MCAP VL IDXVIP | $7.6M | 38.2K | 1.4% | ▼−6.7% Reduced · −3K sh | |
| 18 | Vanguard Index FDS MCAP GR IDXVIP | $7.2M | 23.5K | 1.3% | ▲~0% Added · +11 sh | |
| 19 | Ishares Gold TR ISHARES NEW | $6.9M | 91.2K | 1.3% | ▼−1.8% Reduced · −2K sh | |
| 20 | Ishares TR IBOXX HI YD ETF | $6.5M | 80.8K | 1.2% | ▲+2.9% Added · +2K sh | |
| 21 | Ishares TR CORE S&P MCP ETF | $5.3M | 69.2K | 1.0% | ▼−3.3% Reduced · −2K sh | |
| 22 | Ishares TR TIPS BD ETF | $5.3M | 48.4K | 1.0% | ▲+1.4% Added · +691 sh | |
| 23 | Ishares TR CORE 1 5 YR USD | $5.2M | 107.7K | 1.0% | ▼−7.3% Reduced · −8K sh | |
| 24 | Ishares TR S&P 500 VAL ETF | $4.9M | 21.8K | 0.9% | ▼−6.9% Reduced · −2K sh | |
| 25 | Ishares TR ESG MSCI KLD ETF | $4.9M | 34.7K | 0.9% | ▼−1.4% Reduced · −492 sh | |
| 26 | Ishares Inc CORE MSCI EMKT | $4.9M | 59.5K | 0.9% | ▼−1.1% Reduced · −652 sh | |
| 27 | Ishares TR EAFE VALUE ETF | $4.9M | 64.1K | 0.9% | ▼−2.5% Reduced · −2K sh | |
| 28 | Ishares Bitcoin Trust ETF SHS BEN INT | $4.9M | 146.9K | 0.9% | ▲+0.1% Added · +139 sh | |
| 29 | Ishares TR S&P MC 400GR ETF | $4.4M | 37.4K | 0.8% | ▼−2.5% Reduced · −940 sh | |
| 30 | Vanguard BD Index FDS SHORT TRM BOND | $4.1M | 53.2K | 0.8% | ▼−15% Reduced · −9K sh | |
| 31 | JPMorgan Chase & Co COM | $4.1M | 12.7K | 0.8% | —Held | |
| 32 | Ishares TR S&P MC 400VL ETF | $4.1M | 28.0K | 0.8% | ▼−2.2% Reduced · −628 sh | |
| 33 | Ishares TR RUSSELL 2000 ETF | $3.9M | 13.1K | 0.7% | ▼−4.8% Reduced · −667 sh | |
| 34 | Vanguard Index FDS SM CP VAL ETF | $3.8M | 15.6K | 0.7% | ▼−2.7% Reduced · −427 sh | |
| 35 | Vanguard Malvern FDS STRM INFPROIDX | $3.8M | 74.8K | 0.7% | ▲+4.7% Added · +3K sh | |
| 36 | Abbvie Inc COM | $3.7M | 14.6K | 0.7% | ▼−0.8% Reduced · −117 sh | |
| 37 | Ishares TR RUS 1000 ETF | $3.4M | 8.2K | 0.6% | ▼−14% Reduced · −1K sh | |
| 38 | Vanguard Index FDS SML CP GRW ETF | $3.3M | 9.1K | 0.6% | ▼−3.7% Reduced · −346 sh | |
| 39 | Caterpillar Inc COM | $2.9M | 2.8K | 0.5% | ▼−0.4% Reduced · −12 sh | |
| 40 | Microsoft Corp COM | $2.8M | 7.6K | 0.5% | —Held | |
| 41 | State STR SPDR S&P 500 ETF T TR UNIT | $2.8M | 3.7K | 0.5% | ▲+3.5% Added · +125 sh | |
| 42 | Ishares TR ESG AW MSCI EAFE | $2.5M | 24.3K | 0.5% | ▼−2.3% Reduced · −563 sh | |
| 43 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.3M | 32.4K | 0.4% | ▼−6.1% Reduced · −2K sh | |
| 44 | SPDR Series Trust ST INTER ETF | $2.3M | 81.1K | 0.4% | ▲+10% Added · +7K sh | |
| 45 | Vanguard Index FDS SMALL CP ETF | $2.1M | 7.0K | 0.4% | ▼−1.4% Reduced · −97 sh | |
| 46 | Ishares TR ESG AWR MSCI USA | $2.1M | 12.6K | 0.4% | ▼−1.0% Reduced · −130 sh | |
| 47 | Applied Matls Inc COM | $2.0M | 2.7K | 0.4% | —Held | |
| 48 | Select Sector SPDR TR ST STR UTIL ETF | $2.0M | 43.4K | 0.4% | ▼−1.3% Reduced · −571 sh | |
| 49 | Ishares TR S&P SML 600 GWT | $1.9M | 10.9K | 0.4% | ▼−3.9% Reduced · −442 sh | |
| 50 | Ishares TR SP SMCP600VL ETF | $1.8M | 13.4K | 0.3% | ▼−2.7% Reduced · −371 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 406 | $534.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 385 | $491.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 403 | $507.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 393 | $498.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 400 | $468.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 425 | $430.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 412 | $431.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 376 | $438.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.