CHERRYDALE WEALTH MANAGEMENT, LLC

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

Import this data to Google Sheets with:

=jivedata("cherrydale-wealth-management-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $323.7M77 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$352K	0.1%Prev: 0.1%	1,620 SH	Increased+35 SH
ADVANCED MICRO DEVICES INC	COM	$284K	0.1%	1,395 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$200K	0.1%	1,598 SH	New
ALPHABET INC	CAP STK CL A	$2.4M	0.7%Prev: 0.5%	8,172 SH	Increased-623 SH
ALPHABET INC	CAP STK CL C	$1.5M	0.5%Prev: 0.3%	5,260 SH	Increased+610 SH
AMAZON COM INC	COM	$1.9M	0.6%Prev: 0.8%	9,090 SH	Decreased-1,704 SH
APPLE INC	COM	$3.6M	1.1%Prev: 1.4%	14,228 SH	Increased-1,319 SH
APPLIED MATLS INC	COM	$261K	0.1%	762 SH	New
AT&T INC	COM	$219K	0.1%Prev: 0.1%	7,548 SH	Increased+45 SH
BANK AMERICA CORP	COM	$401K	0.1%Prev: 0.2%	8,228 SH	Increased-1,366 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$896K	0.3%Prev: 0.4%	1,870 SH	Increased+188 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$2.0M	0.6%	40,651 SH	New
BROADCOM INC	COM	$1.2M	0.4%Prev: 0.3%	3,732 SH	Increased-122 SH
CATERPILLAR INC	COM	$348K	0.1%	492 SH	New
CHEVRON CORPORATION	COM	$253K	0.1%	1,225 SH	New
CISCO SYS INC	COM	$232K	0.1%Prev: 0.1%	2,987 SH	Decreased-772 SH
COCA COLA CO	COM	$220K	0.1%Prev: 0.1%	2,888 SH	Increased+78 SH
COSTCO WHOLESALE CORPORATION	COM	$300K	0.1%	301 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$11.2M	3.5%Prev: 3.7%	247,978 SH	Increased+2,873 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$42.0M	13.0%Prev: 15.2%	1,081,040 SH	Increased-81,685 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$2.0M	0.6%Prev: 0.6%	55,194 SH	Increased+12,055 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$23.2M	7.2%Prev: 6.0%	681,936 SH	Increased+100,680 SH
ELI LILLY & CO	COM	$658K	0.2%Prev: 0.2%	716 SH	Increased-19 SH
EXXON MOBIL CORP	COM	$665K	0.2%Prev: 0.2%	3,918 SH	Increased-100 SH
GE AEROSPACE	COM NEW	$204K	0.1%	718 SH	New
GOLDMAN SACHS GROUP INC	COM	$384K	0.1%Prev: 0.1%	454 SH	Increased+4 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$714K	0.2%Prev: 0.3%	13,531 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$221K	0.1%Prev: 0.1%	911 SH	Decreased
INTUITIVE SURGICAL INC	COM NEW	$213K	0.1%Prev: 0.1%	463 SH	Decreased+1 SH
INVESCO QQQ TR	UNIT SER 1	$13.2M	4.1%Prev: 2.6%	22,842 SH	Increased+8,801 SH
ISHARES TR	CORE MSCI EAFE	$252K	0.1%	2,783 SH	New
ISHARES TR	CORE MSCI TOTAL	$10.9M	3.4%Prev: 4.0%	125,376 SH	Increased-19,842 SH
ISHARES TR	CORE S&P MCP ETF	$383K	0.1%Prev: 0.1%	5,672 SH	Increased-12 SH
ISHARES TR	CORE S&P TTL STK	$25.7M	8.0%Prev: 9.4%	180,719 SH	Increased-14,624 SH
ISHARES TR	IBOXX INV CP ETF	$714K	0.2%	6,549 SH	New
ISHARES TR	MSCI ACWI ETF	$1.5M	0.5%Prev: 0.5%	10,649 SH	Increased+174 SH
ISHARES TR	RUS 1000 ETF	$3.9M	1.2%Prev: 0.3%	10,832 SH	Increased+8,203 SH
ISHARES TR	US TREAS BD ETF	$825K	0.3%Prev: 0.4%	36,010 SH	Decreased-4,532 SH
JOHNSON & JOHNSON	COM	$474K	0.1%Prev: 0.1%	1,940 SH	Increased-281 SH
JPMORGAN CHASE & CO	COM	$758K	0.2%	2,577 SH	New
LAM RESEARCH CORP	COM NEW	$217K	0.1%	1,014 SH	New
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$54K	0.0%Prev: 0.0%	10,694 SH	Increased-1,410 SH
MASTERCARD INCORPORATED	CL A	$345K	0.1%Prev: 0.2%	691 SH	Decreased-68 SH
MERCK & CO INC	COM	$257K	0.1%Prev: 0.1%	2,133 SH	Increased-279 SH
META PLATFORMS INC	CL A	$1.6M	0.5%Prev: 0.6%	2,741 SH	Increased+293 SH
MICRON TECHNOLOGY INC	COM	$324K	0.1%	959 SH	New
MICROSOFT CORP	COM	$2.1M	0.6%Prev: 0.9%	5,646 SH	Decreased-688 SH
NETFLIX INC.	COM	$542K	0.2%	5,642 SH	New
NVIDIA CORPORATION	COM	$3.4M	1.1%Prev: 0.9%	19,524 SH	Increased-1,941 SH
ORACLE CORP	COM	$220K	0.1%Prev: 0.1%	1,494 SH	Increased-29 SH
PALANTIR TECHNOLOGIES INC	CL A	$252K	0.1%	1,720 SH	New
PIMCO ETF TR	MULTISECTOR BD	$5.3M	1.6%Prev: 1.3%	202,142 SH	Increased+76,367 SH
RTX CORPORATION	COM	$218K	0.1%	1,130 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	0.6%	3,147 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$725K	0.2%	2,145 SH	New
TESLA INC	COM	$616K	0.2%Prev: 0.2%	1,656 SH	Increased-53 SH
UNITEDHEALTH GROUP INC	COM	$232K	0.1%Prev: 0.2%	856 SH	Decreased+105 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$975K	0.3%	2,392 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$937K	0.3%Prev: 0.5%	3,641 SH	Decreased-1,220 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.8M	1.2%Prev: 1.6%	42,424 SH	Decreased-1,383 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.2M	0.7%Prev: 0.6%	3,750 SH	Increased+803 SH
VANGUARD INDEX FDS	SMALL CP ETF	$241K	0.1%Prev: 0.4%	921 SH	Decreased-4,005 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$89.7M	27.7%Prev: 26.6%	279,602 SH	Increased+34,688 SH
VANGUARD INDEX FDS	VALUE ETF	$521K	0.2%	2,656 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$442K	0.1%Prev: 0.1%	5,880 SH	Increased+177 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.1M	1.3%Prev: 0.3%	49,502 SH	Increased+41,312 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$686K	0.2%Prev: 0.2%	6,257 SH	Increased+111 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$21.6M	6.7%Prev: 6.5%	73,093 SH	Increased+8,195 SH
VANGUARD STAR FDS	VG TL INTL STK F	$19.4M	6.0%Prev: 5.3%	251,310 SH	Increased+37,357 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$388K	0.1%Prev: 0.1%	5,409 SH	Increased-774 SH
VANGUARD WORLD FD	ESG US STK ETF	$845K	0.3%Prev: 0.3%	7,530 SH	Increased-18 SH
VISA INC	COM CL A	$429K	0.1%Prev: 0.2%	1,418 SH	Decreased-102 SH
WALMART INC	COM	$356K	0.1%Prev: 0.1%	2,863 SH	Increased+29 SH
WELLS FARGO & CO	COM	$213K	0.1%	2,677 SH	New
WIPRO LTD	SPON ADR 1 SH	$31K	0.0%Prev: 0.0%	14,764 SH	Decreased-25,972 SH
WISDOMTREE TR	GLOBAL EX US QUA	$419K	0.1%	10,381 SH	New
WISDOMTREE TR	US TOTAL DIVIDND	$1.6M	0.5%Prev: 0.6%	18,696 SH	Increased+156 SH

Sold (vs prior filing)

ABBOTT LABS — $201K
CHEVRON CORP NEW — $244K
COMPASS INC — $113K
COPART INC — $238K
COSTCO WHSL CORP NEW — $282K
DANAHER CORPORATION — $233K
DIMENSIONAL ETF TRUST — $744K
HOME DEPOT INC — $216K
JPMORGAN CHASE & CO. — $647K
MULTISENSOR AI HOLDINGS INC — $65K
NETFLIX INC — $522K
PROCTER AND GAMBLE CO — $312K
SALESFORCE INC — $200K
SPDR S&P 500 ETF TR — $4.6M
T-MOBILE US INC — $240K
TAIWAN SEMICONDUCTOR MFG LTD — $340K
VANGUARD INDEX FDS — $468K
WISDOMTREE TR — $363K

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