CHERRYDALE WEALTH MANAGEMENT, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
CHERRYDALE WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0001907327 · HOBOKEN, NJ
As of Sep 30, 2025, CHERRYDALE WEALTH MANAGEMENT, LLC reported
80 positions worth $318.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 267,449 | $87.8M | 27.58% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 1,161,816 | $44.8M | 14.08% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 184,534 | $26.9M | 8.44% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 647,771 | $20.3M | 6.39% |
| VANGUARD RUSSELL 1000 INDEX FUND | VONE | — | 61,526 |
|
8.6M5.84% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 236,112 |
7.3M | 5.45% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 250,069 |
1.4M | 3.60% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 126,388 |
0.4M | 3.28% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 13,936 | $8.4M | 2.63% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 11,879 | $4.3M | 1.36% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 157,172 | $4.2M | 1.33% |
| APPLE INC | AAPL | Technology | 15,932 | $4.1M | 1.27% |
| NVIDIA CORP | NVDA | Technology | 21,287 | $4.0M | 1.25% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 43,029 | $3.9M | 1.24% |
| MICROSOFT CORP | MSFT | Technology | 6,483 | $3.4M | 1.06% |
| SPDR S&P 500 ETF TRUST | SPY | — | 4,400 | $2.9M | 0.92% |
| AMAZON.COM INC | AMZN | Equity | 11,908 | $2.6M | 0.82% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 29,994 | $2.5M | 0.79% |
| VANGUARD 500 INDEX FUND | VOO | — | 3,608 | $2.2M | 0.69% |
| ALPHABET INC | GOOGL | Equity | 8,891 | $2.2M | 0.68% |
| META PLATFORMS INC | META | Communication Services | 2,832 | $2.1M | 0.65% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 54,603 | $2.1M | 0.65% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 6,010 |
.8M | 0.55% |
| WISDOMTREE US TOTAL DIVIDEND FUND | DTD | — | 18,512 |
.6M | 0.49% |
| ISHARES MSCI ACWI ETF | ACWI | — | 10,555 |
.5M | 0.46% |