Cranbrook Wealth Management, LLC
All 13F Filings
- Location
- Bloomfield Hills, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 507,224
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 403 | 507,224 | 13F-HR | Cranbrook Wealth Management, LLC |
| Q3 2025 | 10/14/2025 | 393 | 498,274 | 13F-HR | Cranbrook Wealth Management, LLC |
| Q2 2025 | 7/15/2025 | 400 | 468,687 | 13F-HR | Cranbrook Wealth Management, LLC |
| Q2 2014 | 7/29/2014 | 155 | 150,209 | 13F-HR | Cranbrook Wealth Management, LLC |
| Q1 2014 | 5/1/2014 | 155 | 142,523 | 13F-HR | Cranbrook Wealth Management, LLC |
| Q4 2013 | 2/12/2014 | 263 | 145,794 | 13F-HR | Cranbrook Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 223 K | 44.0% | 6.648 K | 0 | 6.648 K |
| ETFs | 270.3 K | 53.3% | 2.321 K | 0 | 2.321 K |
| Debt | 5.938 K | 1.2% | 0 | 149 | -149 |
| Other | 8.014 K | 1.6% | 117 | 0 | 117 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
507,224
Holdings
403
QoQ value change ($000)
8,950
(1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.