CHERRYDALE WEALTH MANAGEMENT, LLC
Q3 2026 13F filing
Updated 16 days ago82 disclosed positions worth $385.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $108.3M | 289.4K | 28.07% | Added(+1.0%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $48.5M | 1.09M | 12.56% | Added(+0.1%) |
| 3 | E ISHARES TR | $30.1M | 181.0K | 7.80% | Added(+0.1%) |
| 4 | D DIMENSIONAL ETF TRUST | $27.2M | 733.6K | 7.04% | Added(+4.2%) |
| 5 | V VANGUARD SCOTTSDALE FDS | $26.5M | 77.0K | 6.86% | Added(+1.9%) |
| 6 | V VANGUARD STAR FDS | $22.2M | 261.1K | 5.75% | Added(+2.4%) |
| 7 | Q INVESCO QQQ TR | $18M | 24.3K | 4.65% | Added(+2.6%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $12.9M | 247.3K | 3.36% | Trimmed(-0.2%) |
| 9 | E ISHARES TR | $11.7M | 123.5K | 3.04% | Trimmed(-1.1%) |
| 10 | P PIMCO ETF TR | $6.2M | 245.8K | 1.62% | Added(+14.8%) |
| 11 | S STATE STR SPDR S&P 500 ETF T | $6.2M | 8.1K | 1.60% | Trimmed(-1.3%) |
| 12 | A APPLE INC | $4.7M | 14.1K | 1.22% | Added(+0.4%) |
| 13 | E ISHARES TR | $4.6M | 10.9K | 1.18% | Added(+0.9%) |
| 14 | N NVIDIA CORPORATION | $4.5M | 19.6K | 1.16% | Added(+0.4%) |
| 15 | V VANGUARD SCOTTSDALE FDS | $4.1M | 52.7K | 1.07% | Added(+2.0%) |
| 16 | V VANGUARD INDEX FDS | $3.9M | 43.4K | 1.01% | Added(+0.7%) |
| 17 | M MICROSOFT CORP | $3M | 5.8K | 0.77% | Added(+0.8%) |
| 18 | G ALPHABET INC | $2.8M | 8.2K | 0.73% | Added(+0.7%) |
| 19 | V VANGUARD INDEX FDS | $2.6M | 3.8K | 0.68% | Added(+0.3%) |
| 20 | A AMAZON COM INC | $2.5M | 9.9K | 0.64% | Added(+0.8%) |
| 21 | M META PLATFORMS INC | $2M | 2.8K | 0.52% | Added(+0.6%) |
| 22 | G ALPHABET INC | $1.8M | 5.3K | 0.46% | Added(+0.0%) |
| 23 | B WISDOMTREE TR | $1.8M | 18.9K | 0.46% | Added(+0.5%) |
| 24 | B ISHARES TR | $1.7M | 10.7K | 0.44% | Unchanged |
| 25 | A BROADCOM INC | $1.3M | 3.7K | 0.34% | Added(+0.5%) |
| 26 | V VANGUARD ADMIRAL FDS INC | $1.2M | 14.4K | 0.32% | Added(+0.1%) |
| 27 | V VANGUARD INDEX FDS | $1.1M | 3.8K | 0.29% | Trimmed(-2.1%) |
| 28 | M MICRON TECHNOLOGY INC | $1M | 973 | 0.27% | Added(+0.1%) |
| 29 | V VANGUARD WORLD FD | $1M | 7.4K | 0.26% | Trimmed(-0.1%) |
| 30 | T TAIWAN SEMICONDUCTOR MANUFAC | $977K | 2.1K | 0.25% | Added(+0.5%) |
| 31 | B BERKSHIRE HATHAWAY INC DEL | $936K | 1.9K | 0.24% | Unchanged |
| 32 | A ADVANCED MICRO DEVICES INC | $877K | 1.4K | 0.23% | Added(+0.8%) |
| 33 | G GRAYSCALE BITCOIN TRUST ETF | $874K | 13.5K | 0.23% | Unchanged |
| 34 | J JPMORGAN CHASE & CO | $853K | 2.6K | 0.22% | Unchanged |
| 35 | L ELI LILLY & CO | $828K | 716 | 0.21% | Trimmed(-0.1%) |
| 36 | V VANGUARD SCOTTSDALE FDS | $827K | 6.4K | 0.21% | Added(+3.8%) |
| 37 | E ISHARES TR | $737K | 33.7K | 0.19% | Trimmed(-3.0%) |
| 38 | B ISHARES TR | $685K | 6.7K | 0.18% | Added(+1.2%) |
| 39 | X EXXONMOBIL HOLDINGS CORP | $638K | 3.9K | 0.17% | — |
| 40 | T TESLA INC | $612K | 1.7K | 0.16% | Added(+3.0%) |
| 41 | E BLACKROCK ETF TRUST II | $580K | 12.7K | 0.15% | Trimmed(-68.9%) |
| 42 | V VANGUARD INDEX FDS | $574K | 2.7K | 0.15% | Unchanged |
| 43 | V VISA INC | $528K | 1.5K | 0.14% | Added(+0.4%) |
| 44 | J JOHNSON & JOHNSON | $514K | 1.9K | 0.13% | Unchanged |
| 45 | V VANGUARD INTL EQUITY INDEX F | $491K | 5.9K | 0.13% | Added(+0.2%) |
| 46 | B WISDOMTREE TR | $466K | 10.4K | 0.12% | Added(+0.2%) |
| 47 | B BANK OF AMER CORP | $450K | 8.3K | 0.12% | Added(+0.2%) |
| 48 | E ISHARES TR | $412K | 5.7K | 0.11% | Added(+0.3%) |
| 49 | E ISHARES TR | $411K | 537 | 0.11% | Unchanged |
| 50 | G GOLDMAN SACHS GROUP INC | $410K | 455 | 0.11% | Added(+0.2%) |