CHERRYDALE WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, CHERRYDALE WEALTH MANAGEMENT, LLC held in its portfolio 79 assets valued at $329,454,464 (i.e. $329.45M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($91.24M), DIMENSIONAL ETF TRUST ($44.78M), and ISHARES TR ($27.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 79 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CHERRYDALE WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 272130 | 91236966 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 1131138 | 44781756 | US CORE EQUITY 2 |
| ISHARES TR | 185397 | 27566743 | CORE S&P TTL STK |
| DIMENSIONAL ETF TRUST | 684051 | 22389002 | WORLD EX US CORE |
| VANGUARD SCOTTSDALE FDS | 67039 | 20717692 | VNG RUS1000IDX |
| VANGUARD STAR FDS | 244408 | 18438116 | VG TL INTL STK F |
| DIMENSIONAL ETF TRUST | 250239 | 11711173 | US CORE EQT MKT |
| ISHARES TR | 130865 | 11076442 | CORE MSCI TOTAL |
| INVESCO QQQ TR | 16516 | 10145736 | UNIT SER 1 |
| PIMCO ETF TR | 172171 | 4593528 | MULTISECTOR BD |
| APPLE INC | 15574 | 4233814 | COM |
| ISHARES TR | 11332 | 4231804 | RUS 1000 ETF |
| NVIDIA CORPORATION | 21287 | 3969969 | COM |
| VANGUARD INDEX FDS | 42562 | 3766283 | REAL ESTATE ETF |
| MICROSOFT CORP | 6483 | 3135447 | COM |
| SPDR S&P 500 ETF TR | 4412 | 3008784 | TR UNIT |
| VANGUARD SCOTTSDALE FDS | 35133 | 2942421 | INT-TERM CORP |
| ALPHABET INC | 8892 | 2783317 | CAP STK CL A |
| VANGUARD INDEX FDS | 3628 | 2275439 | S&P 500 ETF SHS |
| AMAZON COM INC | 9154 | 2112926 | COM |
| DIMENSIONAL ETF TRUST | 55053 | 2093660 | US HIGH PROFITAB |
| META PLATFORMS INC | 2832 | 1869531 | CL A |
| VANGUARD INDEX FDS | 6103 | 1703562 | MCAP GR IDXVIP |
| ALPHABET INC | 5258 | 1649865 | CAP STK CL C |
| WISDOMTREE TR | 18617 | 1580180 | US TOTAL DIVIDND |
| BLACKROCK ETF TRUST II | 32135 | 1564334 | ISHARES HIGH YIE |
| ISHARES TR | 10649 | 1506663 | MSCI ACWI ETF |
| BROADCOM INC | 3800 | 1315286 | COM |
| VANGUARD ADMIRAL FDS INC | 2389 | 1061910 | 500 GRTH IDX F |
| BERKSHIRE HATHAWAY INC DEL | 1982 | 996252 | CL B NEW |
| GRAYSCALE BITCOIN TRUST ETF | 13531 | 924979 | SHS REP COM UT |
| VANGUARD WORLD FD | 7511 | 908477 | ESG US STK ETF |
| JPMORGAN CHASE & CO. | 2653 | 854814 | COM |
| ISHARES TR | 37054 | 853165 | US TREAS BD ETF |
| ELI LILLY & CO | 732 | 786406 | COM |
| TESLA INC | 1729 | 777566 | COM |
| VANGUARD SCOTTSDALE FDS | 6168 | 750927 | VNG RUS1000GRW |
| TAIWAN SEMICONDUCTOR MFG LTD | 2130 | 647142 | SPONSORED ADS |
| VISA INC | 1627 | 570756 | COM CL A |
| NETFLIX INC | 5600 | 525056 | COM |
| BANK AMERICA CORP | 9496 | 522262 | COM |
| VANGUARD INDEX FDS | 2656 | 507187 | VALUE ETF |
| EXXON MOBIL CORP | 3994 | 480679 | COM |
| MASTERCARD INCORPORATED | 769 | 439264 | CL A |
| VANGUARD WORLD FD | 6033 | 432051 | ESG INTL STK ETF |
| VANGUARD INTL EQUITY INDEX F | 5871 | 431900 | ALLWRLD EX US |
| WISDOMTREE TR | 10376 | 427700 | GLOBAL EX US QUA |
| GOLDMAN SACHS GROUP INC | 451 | 396864 | COM |
| JOHNSON & JOHNSON | 1908 | 394880 | COM |
| ISHARES TR | 5659 | 373509 | CORE S&P MCP ETF |
| ABBVIE INC | 1607 | 367160 | COM |
| PALANTIR TECHNOLOGIES INC | 1808 | 321372 | CL A |
| WALMART INC | 2879 | 320708 | COM |
| ADVANCED MICRO DEVICES INC | 1436 | 307534 | COM |
| CATERPILLAR INC | 523 | 299345 | COM |
| ORACLE CORP | 1521 | 296435 | COM |
| CISCO SYS INC | 3632 | 279811 | COM |
| INTERNATIONAL BUSINESS MACHS | 911 | 269774 | COM |
| INTUITIVE SURGICAL INC | 473 | 267888 | COM NEW |
| LIFE360 INC | 4106 | 263369 | COM |
| WELLS FARGO CO NEW | 2769 | 258104 | COM |
| COSTCO WHSL CORP NEW | 298 | 257340 | COM |
| MICRON TECHNOLOGY INC | 892 | 254637 | COM |
| UNITEDHEALTH GROUP INC | 766 | 252777 | COM |
| ISHARES TR | 2673 | 239116 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 921 | 237621 | SMALL CP ETF |
| MERCK & CO INC | 2230 | 234684 | COM |
| ALIBABA GROUP HLDG LTD | 1598 | 234235 | SPONSORED ADS |
| RTX CORPORATION | 1199 | 219842 | COM |
| GE AEROSPACE | 711 | 219106 | COM NEW |
| HOME DEPOT INC | 618 | 212766 | COM |
| DANAHER CORPORATION | 919 | 210391 | COM |
| CHEVRON CORP NEW | 1375 | 209554 | COM |
| ISHARES TR | 304 | 208222 | CORE S&P500 ETF |
| AMERICAN EXPRESS CO | 557 | 206059 | COM |
| ARISTA NETWORKS INC | 1540 | 201786 | COM SHS |
| COCA COLA CO | 2863 | 200125 | COM |
| WIPRO LTD | 29521 | 83840 | SPON ADR 1 SH |
| LLOYDS BANKING GROUP PLC | 10694 | 56678 | SPONSORED ADR |
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