CHERRYDALE WEALTH MANAGEMENT, LLC

CIK 0001907327 • 7 13F filings • Apr 14, 2025 – Oct 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $318.3M80 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$203K	0.1%	1,513 SH	New
ABBVIE INC	COM	$372K	0.1%Prev: 0.1%	1,607 SH	Decreased+50 SH
ADVANCED MICRO DEVICES INC	COM	$225K	0.1%Prev: 0.2%	1,389 SH	Decreased-33 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$286K	0.1%	1,598 SH	New
ALPHABET INC	CAP STK CL A	$2.2M	0.7%Prev: 0.8%	8,891 SH	Decreased+733 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.4%Prev: 0.5%	5,256 SH	Decreased-6 SH
AMAZON COM INC	COM	$2.6M	0.8%Prev: 0.6%	11,908 SH	Increased+2,062 SH
APPLE INC	COM	$4.1M	1.3%Prev: 1.1%	15,932 SH	Decreased+1,891 SH
ARISTA NETWORKS INC	COM SHS	$224K	0.1%Prev: 0.1%	1,540 SH	Decreased+115 SH
AT&T INC	COM	$212K	0.1%	7,503 SH	New
BANK AMERICA CORP	COM	$489K	0.2%	9,483 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$996K	0.3%Prev: 0.2%	1,982 SH	Increased+102 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$1.4M	0.4%	29,031 SH	New
BROADCOM INC	COM	$1.2M	0.4%Prev: 0.4%	3,766 SH	Decreased+50 SH
CATERPILLAR INC	COM	$249K	0.1%Prev: 0.1%	523 SH	Decreased+30 SH
CHEVRON CORP NEW	COM	$208K	0.1%	1,341 SH	New
CISCO SYS INC	COM	$247K	0.1%Prev: 0.1%	3,610 SH	Decreased+615 SH
COSTCO WHSL CORP NEW	COM	$276K	0.1%	298 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$11.4M	3.6%Prev: 3.4%	250,069 SH	Decreased+2,369 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$44.8M	14.1%	1,161,816 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$2.1M	0.6%	54,603 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$795K	0.2%	17,798 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$20.3M	6.4%Prev: 6.8%	647,771 SH	Decreased-56,399 SH
ELI LILLY & CO	COM	$558K	0.2%Prev: 0.2%	732 SH	Decreased+15 SH
EXXON MOBIL CORP	COM	$444K	0.1%Prev: 0.1%	3,934 SH	Decreased+17 SH
GE AEROSPACE	COM NEW	$214K	0.1%Prev: 0.1%	711 SH	Decreased-7 SH
GOLDMAN SACHS GROUP INC	COM	$359K	0.1%Prev: 0.1%	451 SH	Decreased-3 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$1.2M	0.4%Prev: 0.2%	13,531 SH	Increased
HOME DEPOT INC	COM	$251K	0.1%	618 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$257K	0.1%Prev: 0.1%	911 SH	Decreased-57 SH
INTUITIVE SURGICAL INC	COM NEW	$207K	0.1%	462 SH	New
INVESCO QQQ TR	UNIT SER 1	$8.4M	2.6%Prev: 4.6%	13,936 SH	Decreased-9,720 SH
ISHARES TR	CORE MSCI EAFE	$229K	0.1%Prev: 0.1%	2,622 SH	Decreased-94 SH
ISHARES TR	CORE MSCI TOTAL	$10.4M	3.3%Prev: 3.1%	126,388 SH	Decreased+1,480 SH
ISHARES TR	CORE S&P MCP ETF	$367K	0.1%Prev: 0.1%	5,631 SH	Decreased-56 SH
ISHARES TR	CORE S&P TTL STK	$26.9M	8.4%Prev: 7.8%	184,534 SH	Decreased+3,654 SH
ISHARES TR	CORE S&P500 ETF	$203K	0.1%Prev: 0.1%	304 SH	Decreased-233 SH
ISHARES TR	MSCI ACWI ETF	$1.5M	0.5%Prev: 0.4%	10,555 SH	Decreased-162 SH
ISHARES TR	RUS 1000 ETF	$4.3M	1.4%Prev: 1.2%	11,879 SH	Decreased+1,025 SH
ISHARES TR	US TREAS BD ETF	$867K	0.3%Prev: 0.2%	37,487 SH	Increased+2,765 SH
JOHNSON & JOHNSON	COM	$354K	0.1%Prev: 0.1%	1,908 SH	Decreased-33 SH
JPMORGAN CHASE & CO.	COM	$837K	0.3%	2,653 SH	New
LIFE360 INC	COM	$436K	0.1%Prev: 0.1%	4,106 SH	Increased
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$49K	0.0%Prev: 0.0%	10,694 SH	Decreased
MASTERCARD INCORPORATED	CL A	$438K	0.1%Prev: 0.1%	769 SH	Increased+53 SH
META PLATFORMS INC	CL A	$2.1M	0.7%Prev: 0.4%	2,832 SH	Increased+90 SH
MICROSOFT CORP	COM	$3.4M	1.1%Prev: 0.6%	6,483 SH	Increased+737 SH
NETFLIX INC	COM	$671K	0.2%	560 SH	New
NVIDIA CORPORATION	COM	$4.0M	1.2%Prev: 1.0%	21,287 SH	Increased+1,760 SH
ORACLE CORP	COM	$428K	0.1%Prev: 0.1%	1,521 SH	Increased+10 SH
PALANTIR TECHNOLOGIES INC	CL A	$314K	0.1%	1,723 SH	New
PIMCO ETF TR	MULTISECTOR BD	$4.2M	1.3%Prev: 1.5%	157,172 SH	Decreased-56,834 SH
PROCTER AND GAMBLE CO	COM	$234K	0.1%	1,520 SH	New
RTX CORPORATION	COM	$201K	0.1%Prev: 0.1%	1,199 SH	Decreased+68 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.9M	0.9%	4,400 SH	New
T-MOBILE US INC	COM	$214K	0.1%	895 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$595K	0.2%	2,130 SH	New
TESLA INC	COM	$769K	0.2%Prev: 0.2%	1,729 SH	Increased+54 SH
UNITEDHEALTH GROUP INC	COM	$292K	0.1%Prev: 0.1%	847 SH	Decreased-13 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.0M	0.3%Prev: 0.3%	2,385 SH	Decreased-11,982 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.8M	0.6%Prev: 0.3%	6,010 SH	Increased+2,136 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.9M	1.2%Prev: 1.1%	43,029 SH	Decreased-105 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.2M	0.7%Prev: 0.7%	3,608 SH	Decreased-153 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.3M	0.4%Prev: 0.1%	5,112 SH	Increased+4,191 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$438K	0.1%	1,470 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$87.8M	27.6%Prev: 27.8%	267,449 SH	Decreased-19,170 SH
VANGUARD INDEX FDS	VALUE ETF	$495K	0.2%Prev: 0.2%	2,656 SH	Decreased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$412K	0.1%Prev: 0.1%	5,772 SH	Decreased-136 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.5M	0.8%Prev: 1.1%	29,994 SH	Decreased-21,707 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$742K	0.2%Prev: 0.2%	6,161 SH	Decreased-22 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$18.6M	5.8%Prev: 6.7%	61,526 SH	Decreased-13,980 SH
VANGUARD STAR FDS	VG TL INTL STK F	$17.3M	5.4%Prev: 5.7%	236,112 SH	Decreased-18,840 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$423K	0.1%Prev: 0.1%	6,104 SH	Increased+1,197 SH
VANGUARD WORLD FD	ESG US STK ETF	$898K	0.3%Prev: 0.3%	7,585 SH	Decreased+176 SH
VISA INC	COM CL A	$556K	0.2%Prev: 0.1%	1,627 SH	Increased+166 SH
WALMART INC	COM	$297K	0.1%Prev: 0.1%	2,879 SH	Decreased+30 SH
WELLS FARGO CO NEW	COM	$232K	0.1%	2,769 SH	New
WIPRO LTD	SPON ADR 1 SH	$69K	0.0%	26,243 SH	New
WISDOMTREE TR	GLB US QTLY DIV	$418K	0.1%	10,317 SH	New
WISDOMTREE TR	US TOTAL DIVIDND	$1.6M	0.5%Prev: 0.5%	18,512 SH	Decreased-277 SH

Sold (vs prior filing)

APPLIED MATLS INC — $553K
ASML HLDG NV — $220K
BANK OF AMER CORP — $470K
BLACKROCK ETF TRUST II — $2.0M
CHEVRON CORPORATION — $203K
COCA COLA CO — $236K
CORNING INC — $321K
COSTCO WHOLESALE CORPORATION — $281K
DIMENSIONAL ETF TRUST — $48.3M
DIMENSIONAL ETF TRUST — $2.4M
EATON CORP PLC — $210K
GE VERNOVA INC — $233K
INTEL CORP — $342K
ISHARES TR — $723K
JPMORGAN CHASE & CO — $844K
KLA CORP — $347K
LAM RESEARCH CORP — $437K
MERCK & CO INC — $274K
MICRON TECHNOLOGY INC — $1.1M
NETFLIX INC. — $400K
… and 7 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001907327-26-000007	—	View
Jan 13, 2026	Q4 2025	13F-HR	0001907327-26-000001	$329.5M	View
Oct 14, 2025	Q3 2025