Notify me when Cranbrook Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 393 | $498,273,829 | +$16,074,073 | -$14,162,216 | +$1,911,857 | IVV, BIV, IEFA, VO, BNDX | 13F-HR | 14 Oct 2025, 13:42 |
| Q2 2025 | 400 | $468,686,968 | +$12,709,573 | -$4,653,729 | +$8,055,844 | IVV, BIV, IEFA, VO, BNDX | 13F-HR | 15 Jul 2025, 11:24 |
| Q1 2025 | 425 | $430,501,515 | +$6,072,448 | -$5,371,534 | +$700,914 | BIV, IVV, IEFA, VO, BNDX | 13F-HR | 11 Apr 2025, 10:59 |
| Q4 2024 | 412 | $431,439,821 | +$11,038,471 | -$3,616,863 | +$7,421,608 | BIV, IVV, IEFA, VO, BNDX | 13F-HR | 15 Jan 2025, 10:50 |
| Q3 2024 | 376 | $438,384,919 | +$12,708,908 | -$6,371,666 | +$6,337,242 | BIV, IVV, IEFA, VO, BNDX | 13F-HR | 15 Oct 2024, 10:12 |
| Q2 2024 | 311 | $406,467,800 | +$21,926,138 | -$11,322,598 | +$10,603,540 | IVV, BIV, IEFA, VO, BNDX | 13F-HR | 09 Aug 2024, 15:06 |
| Q1 2024 | 294 | $395,372,114 | +$13,258,682 | -$7,733,711 | +$5,524,971 | IVV, BIV, IEFA, BNDX, VO | 13F-HR | 17 Apr 2024, 10:43 |
| Q4 2023 | 307 | $374,562,364 | +$11,186,335 | -$5,684,942 | +$5,501,393 | IVV, BIV, IEFA, BNDX, VO | 13F-HR | 24 Jan 2024, 11:34 |
| Q3 2023 | 287 | $338,382,860 | +$6,524,147 | -$12,691,792 | -$6,167,645 | IVV, BIV, IEFA, BNDX, VO | 13F-HR | 24 Oct 2023, 14:54 |
| Q2 2023 | 283 | $358,877,912 | +$5,585,038 | -$8,941,045 | -$3,356,007 | IVV, BIV, IEFA, BNDX, VO | 13F-HR | 17 Jul 2023, 13:29 |
| Q1 2023 | 290 | $351,514,639 | +$3,898,895 | -$37,782,980 | -$33,884,085 | IVV, IEFA, BIV, BNDX, VO | 13F-HR | 20 Apr 2023, 13:51 |
| Q4 2022 | 289 | $366,994,780 | +$7,259,103 | -$55,104,315 | -$47,845,212 | IVV, IEFA, BIV, BNDX, VO | 13F-HR | 09 Feb 2023, 11:59 |
| Q3 2022 | 306 | $386,681,000 | +$16,118,924 | -$4,624,989 | +$11,493,935 | IVV, IEFA, VO, BNDX, BIV | 13F-HR | 26 Oct 2022, 17:14 |
| Q2 2022 | 301 | $399,963,000 | +$14,283,668 | -$14,758,137 | -$474,469 | IVV, IEFA, VO, BNDX, BIV | 13F-HR | 28 Jul 2022, 13:53 |
| Q1 2022 | 342 | $459,721,000 | +$17,860,474 | -$2,414,268 | +$15,446,206 | IVV, IEFA, VO, BNDX, BIV | 13F-HR | 12 May 2022, 13:41 |
| Q4 2021 | 352 | $469,140,000 | +$18,236,169 | -$8,989,161 | +$9,247,008 | IVV, IEFA, VO, BNDX, BIV | 13F-HR | 14 Feb 2022, 10:35 |
| Q3 2021 | 419 | $440,758,000 | +$12,271,774 | -$4,348,851 | +$7,922,923 | IVV, IEFA, BNDX, BIV, VO | 13F-HR | 12 Nov 2021, 09:01 |
| Q2 2021 | 340 | $437,109,000 | +$17,664,119 | -$14,213,838 | +$3,450,281 | IVV, IEFA, BNDX, BIV, VO | 13F-HR | 12 Aug 2021, 16:20 |
| Q1 2021 | 384 | $414,069,000 | +$21,642,802 | -$16,425,821 | +$5,216,981 | IVV, IEFA, BNDX, BIV, VO | 13F-HR | 06 May 2021, 13:13 |
| Q4 2020 | 313 | $390,614,000 | +$26,746,927 | -$14,036,097 | +$12,710,830 | IVV, IEFA, BNDX, VO, BIV | 13F-HR | 11 Feb 2021, 13:46 |
| Q3 2020 | 263 | $345,843,000 | +$7,528,705 | -$11,324,095 | -$3,795,390 | IVV, IEFA, BNDX, VO, BIV | 13F-HR | 12 Nov 2020, 11:32 |
| Q2 2020 | 262 | $331,599,000 | +$19,073,863 | -$19,851,707 | -$777,844 | IVV, BNDX, IEFA, VO, BIV | 13F-HR | 06 Aug 2020, 10:40 |
| Q1 2020 | 255 | $294,018,000 | +$14,068,544 | -$7,747,820 | +$6,320,724 | IVV, CASH, BNDX, BIV, VO | 13F-HR | 13 May 2020, 10:43 |
| Q4 2019 | 254 | $361,711,000 | +$7,798,234 | -$13,800,235 | -$6,002,001 | CASH, IVV, BNDX, BIV, VO | 13F-HR | 11 Feb 2020, 08:58 |
| Q3 2019 | 263 | $347,042,000 | +$9,418,495 | -$15,929,889 | -$6,511,394 | CASH, IVV, BNDX, BIV, VO | 13F-HR | 13 Nov 2019, 09:00 |
| Q2 2019 | 236 | $346,726,000 | +$19,223,216 | -$12,363,957 | +$6,859,259 | CASH, IVV, VO, BNDX, BIV | 13F-HR | 07 Aug 2019, 11:03 |
| Q1 2019 | 242 | $319,817,000 | +$11,274,181 | -$2,544,238 | +$8,729,943 | CASH, IVV, VO, BNDX, BIV | 13F-HR | 13 May 2019, 09:19 |
| Q4 2018 | 236 | $284,314,000 | +$50,663,241 | -$9,637,402 | +$41,025,839 | CASH, BIV, BNDX, IVV, VO | 13F-HR | 11 Feb 2019, 14:36 |
| Q3 2018 | 230 | $284,267,000 | +$22,189,849 | -$3,447,707 | +$18,742,142 | BIV, VUG, EFG, VTV, BNDX | 13F-HR | 08 Nov 2018, 16:06 |
| Q2 2018 | 220 | $258,384,000 | +$6,762,591 | -$3,899,854 | +$2,862,737 | BIV, VUG, EFG, BNDX, VTV | 13F-HR | 10 Aug 2018, 11:19 |
| Q1 2018 | 219 | $254,131,000 | +$8,617,160 | -$4,864,122 | +$3,753,038 | BIV, EFG, VUG, VTV, BNDX | 13F-HR | 08 May 2018, 11:11 |
| Q4 2017 | 218 | $252,865,000 | +$9,081,418 | -$6,497,525 | +$2,583,893 | BIV, EFG, VUG, VTV, BNDX | 13F-HR | 07 Feb 2018, 14:29 |
| Q3 2017 | 220 | $240,979,000 | +$9,743,562 | -$6,976,641 | +$2,766,921 | EFG, BIV, VUG, VTV, BNDX | 13F-HR | 08 Nov 2017, 09:33 |
| Q2 2017 | 226 | $229,914,000 | +$15,678,988 | -$4,505,308 | +$11,173,680 | EFG, VTV, VUG, BIV, EFV | 13F-HR | 10 Aug 2017, 13:34 |
| Q1 2017 | 211 | $213,661,000 | +$5,651,487 | -$5,664,647 | -$13,160 | EFG, VTV, VUG, EFV, BIV | 13F-HR | 26 Apr 2017, 16:08 |
| Q4 2016 | 215 | $204,603,000 | +$13,245,039 | -$9,714,090 | +$3,530,949 | EFG, VTV, VUG, EFV, BIV | 13F-HR | 10 Feb 2017, 12:47 |
| Q3 2016 | 205 | $199,504,000 | +$6,682,110 | -$10,196,069 | -$3,513,959 | EFG, VTV, EFV, VUG, BIV | 13F-HR | 10 Nov 2016, 13:10 |
| Q2 2016 | 188 | $195,307,000 | +$11,705,884 | -$9,053,513 | +$2,652,371 | EFG, VTV, EFV, VUG, VOE | 13F-HR | 02 Aug 2016, 11:55 |
| Q1 2016 | 201 | $189,328,000 | +$11,623,133 | -$1,069,165 | +$10,553,968 | EFG, EFV, VTV, VUG, VOE | 13F-HR | 29 Apr 2016, 11:39 |
| Q4 2015 | 201 | $176,675,000 | +$7,027,196 | -$9,087,748 | -$2,060,552 | EFG, EFV, VTV, VUG, VOE | 13F-HR | 11 Feb 2016, 09:22 |
| Q3 2015 | 207 | $173,886,000 | +$16,050,666 | -$478,559 | +$15,572,107 | EFG, EFV, VTV, VUG, VOE | 13F-HR | 02 Nov 2015, 14:27 |
| Q2 2015 | 211 | $174,304,000 | +$7,129,300 | -$2,092,462 | +$5,036,838 | EFG, EFV, VTV, VUG, VOE | 13F-HR | 05 Aug 2015, 13:21 |
| Q1 2015 | 212 | $170,594,000 | +$6,563,967 | -$1,683,157 | +$4,880,810 | EFG, EFV, VTV, VUG, VOE | 13F-HR | 30 Apr 2015, 10:40 |
| Q4 2014 | 215 | $161,474,000 | +$11,978,481 | -$1,065,026 | +$10,913,455 | EFG, EFV, VTV, VUG, VOE | 13F-HR | 06 Feb 2015, 11:25 |
| Q3 2014 | 152 | $148,724,000 | +$4,299,271 | -$861,323 | +$3,437,948 | EFG, EFV, VTV, VUG, VOE | 13F-HR | 15 Oct 2014, 13:31 |
| Q2 2014 | 151 | $150,205,000 | +$2,918,619 | -$326,102 | +$2,592,517 | EFG, EFV, VTV, VOE, VUG | 13F-HR | 29 Jul 2014, 15:19 |
| Q1 2014 | 149 | $142,519,000 | +$5,642,513 | -$10,804,714 | -$5,162,201 | EFG, EFV, VTV, VOE, VUG | 13F-HR | 01 May 2014, 14:05 |
| Q4 2013 | 218 | $145,786,000 | $0 | $0 | $0 | EFG, EFV, VTV, VOE, VUG | 13F-HR | 12 Feb 2014, 13:50 |