CHERRYDALE WEALTH MANAGEMENT, LLC

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

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Filer information

Filed by: CHERRYDALE WEALTH MANAGEMENT, LLC, Founder & Managing Partner
Address: 221 RIVER STREET, 9TH FLOOR, HOBOKEN, NJ, 07030
Phone: 917-838-7507
AUM: $329.5M

AUM over time

$385.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $329.5M79 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$367K	0.1%Prev: 0.1%	1,607 SH	Decreased+50 SH
ADVANCED MICRO DEVICES INC	COM	$308K	0.1%Prev: 0.2%	1,436 SH	Decreased+3 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$234K	0.1%	1,598 SH	New
ALPHABET INC	CAP STK CL A	$2.8M	0.8%Prev: 0.7%	8,892 SH	Decreased+677 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.5%Prev: 0.5%	5,258 SH	Decreased-6 SH
AMAZON COM INC	COM	$2.1M	0.6%Prev: 0.6%	9,154 SH	Decreased-774 SH
AMERICAN EXPRESS CO	COM	$206K	0.1%	557 SH	New
APPLE INC	COM	$4.2M	1.3%Prev: 1.2%	15,574 SH	Decreased+1,473 SH
ARISTA NETWORKS INC	COM SHS	$202K	0.1%Prev: 0.1%	1,540 SH	Decreased+113 SH
BANK AMERICA CORP	COM	$522K	0.2%	9,496 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	$1.6M	0.5%	32,135 SH	New
BROADCOM INC	COM	$1.3M	0.4%Prev: 0.3%	3,800 SH	Increased+65 SH
CATERPILLAR INC	COM	$299K	0.1%Prev: 0.1%	523 SH	Decreased+22 SH
CHEVRON CORP NEW	COM	$210K	0.1%	1,375 SH	New
CISCO SYS INC	COM	$280K	0.1%Prev: 0.1%	3,632 SH	Decreased+637 SH
COCA COLA CO	COM	$200K	0.1%Prev: 0.1%	2,863 SH	Decreased-36 SH
COSTCO WHSL CORP NEW	COM	$257K	0.1%	298 SH	New
DANAHER CORPORATION	COM	$210K	0.1%	919 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$11.7M	3.6%Prev: 3.4%	250,239 SH	Decreased+2,938 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$44.8M	13.6%	1,131,138 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$2.1M	0.6%	55,053 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$22.4M	6.8%Prev: 7.0%	684,051 SH	Decreased-49,500 SH
ELI LILLY & CO	COM	$786K	0.2%Prev: 0.2%	732 SH	Decreased+16 SH
EXXON MOBIL CORP	COM	$481K	0.1%	3,994 SH	New
GE AEROSPACE	COM NEW	$219K	0.1%Prev: 0.1%	711 SH	Decreased-13 SH
GOLDMAN SACHS GROUP INC	COM	$397K	0.1%Prev: 0.1%	451 SH	Decreased-4 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$925K	0.3%Prev: 0.2%	13,531 SH	Increased
HOME DEPOT INC	COM	$213K	0.1%	618 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$270K	0.1%Prev: 0.1%	911 SH	Increased-52 SH
INTUITIVE SURGICAL INC	COM NEW	$268K	0.1%	473 SH	New
INVESCO QQQ TR	UNIT SER 1	$10.1M	3.1%Prev: 4.7%	16,516 SH	Decreased-7,755 SH
ISHARES TR	CORE MSCI EAFE	$239K	0.1%Prev: 0.1%	2,673 SH	Decreased-43 SH
ISHARES TR	CORE MSCI TOTAL	$11.1M	3.4%Prev: 3.0%	130,865 SH	Decreased+7,333 SH
ISHARES TR	CORE S&P MCP ETF	$374K	0.1%Prev: 0.1%	5,659 SH	Decreased-45 SH
ISHARES TR	CORE S&P TTL STK	$27.6M	8.4%Prev: 7.8%	185,397 SH	Decreased+4,363 SH
ISHARES TR	CORE S&P500 ETF	$208K	0.1%Prev: 0.1%	304 SH	Decreased-233 SH
ISHARES TR	MSCI ACWI ETF	$1.5M	0.5%Prev: 0.4%	10,649 SH	Decreased-68 SH
ISHARES TR	RUS 1000 ETF	$4.2M	1.3%Prev: 1.2%	11,332 SH	Decreased+383 SH
ISHARES TR	US TREAS BD ETF	$853K	0.3%Prev: 0.2%	37,054 SH	Increased+3,366 SH
JOHNSON & JOHNSON	COM	$395K	0.1%Prev: 0.1%	1,908 SH	Decreased-33 SH
JPMORGAN CHASE & CO.	COM	$855K	0.3%	2,653 SH	New
LIFE360 INC	COM	$263K	0.1%	4,106 SH	New
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$57K	0.0%Prev: 0.0%	10,694 SH	Decreased
MASTERCARD INCORPORATED	CL A	$439K	0.1%Prev: 0.1%	769 SH	Increased+53 SH
MERCK & CO INC	COM	$235K	0.1%Prev: 0.1%	2,230 SH	Decreased+96 SH
META PLATFORMS INC	CL A	$1.9M	0.6%Prev: 0.5%	2,832 SH	Decreased+74 SH
MICRON TECHNOLOGY INC	COM	$255K	0.1%Prev: 0.3%	892 SH	Decreased-81 SH
MICROSOFT CORP	COM	$3.1M	1.0%Prev: 0.8%	6,483 SH	Increased+689 SH
NETFLIX INC	COM	$525K	0.2%	5,600 SH	New
NVIDIA CORPORATION	COM	$4.0M	1.2%Prev: 1.2%	21,287 SH	Decreased+1,674 SH
ORACLE CORP	COM	$296K	0.1%Prev: 0.1%	1,521 SH	Increased
PALANTIR TECHNOLOGIES INC	CL A	$321K	0.1%Prev: 0.1%	1,808 SH	Decreased-19 SH
PIMCO ETF TR	MULTISECTOR BD	$4.6M	1.4%Prev: 1.6%	172,171 SH	Decreased-73,601 SH
RTX CORPORATION	COM	$220K	0.1%Prev: 0.1%	1,199 SH	Increased+68 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.0M	0.9%	4,412 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$647K	0.2%	2,130 SH	New
TESLA INC	COM	$778K	0.2%Prev: 0.2%	1,729 SH	Increased+4 SH
UNITEDHEALTH GROUP INC	COM	$253K	0.1%Prev: 0.1%	766 SH	Decreased-92 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.1M	0.3%Prev: 0.3%	2,389 SH	Decreased-11,996 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.7M	0.5%	6,103 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.8M	1.1%Prev: 1.0%	42,562 SH	Decreased-856 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.3M	0.7%Prev: 0.7%	3,628 SH	Decreased-143 SH
VANGUARD INDEX FDS	SMALL CP ETF	$238K	0.1%	921 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$91.2M	27.7%	272,130 SH	New
VANGUARD INDEX FDS	VALUE ETF	$507K	0.2%	2,656 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$432K	0.1%Prev: 0.1%	5,871 SH	Decreased-51 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.9M	0.9%Prev: 1.1%	35,133 SH	Decreased-17,584 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$751K	0.2%Prev: 0.2%	6,168 SH	Decreased-248 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$20.7M	6.3%Prev: 6.9%	67,039 SH	Decreased-9,922 SH
VANGUARD STAR FDS	VG TL INTL STK F	$18.4M	5.6%Prev: 5.7%	244,408 SH	Decreased-16,705 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$432K	0.1%Prev: 0.1%	6,033 SH	Increased+1,374 SH
VANGUARD WORLD FD	ESG US STK ETF	$908K	0.3%Prev: 0.3%	7,511 SH	Decreased+113 SH
VISA INC	COM CL A	$571K	0.2%Prev: 0.1%	1,627 SH	Increased+160 SH
WALMART INC	COM	$321K	0.1%Prev: 0.1%	2,879 SH	Increased-20 SH
WELLS FARGO CO NEW	COM	$258K	0.1%	2,769 SH	New
WIPRO LTD	SPON ADR 1 SH	$84K	0.0%	29,521 SH	New
WISDOMTREE TR	GLOBAL EX US QUA	$428K	0.1%	10,376 SH	New
WISDOMTREE TR	US TOTAL DIVIDND	$1.6M	0.5%Prev: 0.5%	18,617 SH	Decreased-258 SH

Sold (vs prior filing)

AMGEN INC — $215K
APPLIED MATLS INC — $391K
ASML HLDG NV — $200K
BANK OF AMER CORP — $450K
BLACKROCK ETF TRUST II — $580K
CHEVRON CORPORATION — $251K
COSTCO WHOLESALE CORPORATION — $277K
DIMENSIONAL ETF TRUST — $48.5M
EATON CORP PLC — $213K
EXXONMOBIL HOLDINGS CORP — $638K
INTEL CORP — $287K
ISHARES TR — $685K
JPMORGAN CHASE & CO — $853K
KLA CORP — $223K
LAM RESEARCH CORP — $331K
MARATHON PETE CORP — $229K
NETFLIX INC. — $392K
SEAGATE TECHNOLOGY HLDNGS PL — $265K
STATE STR SPDR S&P 500 ETF T — $6.2M
TAIWAN SEMICONDUCTOR MANUFAC — $977K
… and 7 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 13, 2026	Q4 2025	13F-HR	0001907327-26-000001	$329.5M	View
Oct 20, 2026	Q3 2026	13F-HR	0001907327-26-000007	$385.9M	View
Oct 14, 2025	Q3 2025