CHERRYDALE WEALTH MANAGEMENT, LLC

Est. AUM

$382.2M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$106.1M	286619	27.75%	SOLE
2	DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$48.3M	1089916	12.65%	SOLE
3	ISHARES TR	CORE S&P TTL STK	$29.7M	180880	7.77%	SOLE
4	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$25.9M	704170	6.79%	SOLE
5	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$25.6M	75506	6.69%	SOLE
6	VANGUARD STAR FDS	VG TL INTL STK F	$21.8M	254952	5.70%	SOLE
7	INVESCO QQQ TR	UNIT SER 1	$17.4M	23656	4.56%	SOLE
8	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$12.8M	247700	3.35%	SOLE
9	ISHARES TR	CORE MSCI TOTAL	$11.9M	124908	3.12%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.1M	8207	1.60%	SOLE
11	PIMCO ETF TR	MULTISECTOR BD	$5.7M	214006	1.49%	SOLE
12	ISHARES TR	RUS 1000 ETF	$4.4M	10854	1.16%	SOLE
13	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.3M	51701	1.12%	SOLE
14	VANGUARD INDEX FDS	REAL ESTATE ETF	$4.2M	43134	1.09%	SOLE
15	APPLE INC	COM	$4.1M	14041	1.06%	SOLE
16	NVIDIA CORPORATION	COM	$3.9M	19527	1.02%	SOLE
17	ALPHABET INC	CAP STK CL A	$2.9M	8158	0.76%	SOLE
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	3761	0.68%	SOLE
19	DIMENSIONAL ETF TRUST	US HIGH PROF ETF	$2.4M	57007	0.62%	SOLE
20	AMAZON COM INC	COM	$2.3M	9846	0.61%	SOLE
21	MICROSOFT CORP	COM	$2.1M	5746	0.56%	SOLE
22	BLACKROCK ETF TRUST II	ISH HIG MUN ETF	$2.0M	40842	0.53%	SOLE
23	ALPHABET INC	CAP STK CL C	$1.9M	5262	0.49%	SOLE
24	WISDOMTREE TR	US TOTAL DIVIDND	$1.8M	18789	0.46%	SOLE
25	ISHARES TR	MSCI ACWI ETF	$1.7M	10717	0.44%	SOLE
26	META PLATFORMS INC	CL A	$1.5M	2742	0.40%	SOLE
27	BROADCOM INC	COM	$1.4M	3716	0.37%	SOLE
28	VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.2M	3874	0.31%	SOLE
29	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.2M	14367	0.31%	SOLE
30	MICRON TECHNOLOGY INC	COM	$1.1M	972	0.29%	SOLE
31	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.0M	2131	0.27%	SOLE
32	VANGUARD WORLD FD	ESG US STK ETF	$980K	7409	0.26%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$941K	1880	0.25%	SOLE
34	ELI LILLY & CO	COM	$860K	717	0.23%	SOLE
35	JPMORGAN CHASE & CO	COM	$844K	2579	0.22%	SOLE
36	ADVANCED MICRO DEVICES INC	COM	$826K	1422	0.22%	SOLE
37	ISHARES TR	US TREAS BD ETF	$791K	34722	0.21%	SOLE
38	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$790K	6183	0.21%	SOLE
39	ISHARES TR	IBOXX INV CP ETF	$723K	6627	0.19%	SOLE
40	TESLA INC	COM	$705K	1675	0.18%	SOLE
41	GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$616K	13531	0.16%	SOLE
42	VANGUARD INDEX FDS	VALUE ETF	$579K	2656	0.15%	SOLE
43	APPLIED MATLS INC	COM	$553K	764	0.14%	SOLE
44	EXXON MOBIL CORP	COM	$536K	3917	0.14%	SOLE
45	CATERPILLAR INC	COM	$525K	493	0.14%	SOLE
46	VISA INC	COM CL A	$501K	1461	0.13%	SOLE
47	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$495K	5908	0.13%	SOLE
48	JOHNSON & JOHNSON	COM	$493K	1941	0.13%	SOLE
49	WISDOMTREE TR	GLOB EX US QU FD	$481K	10420	0.13%	SOLE
50	BANK OF AMER CORP	COM	$470K	8254	0.12%	SOLE

1–50 of 84

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.