CHERRYDALE WEALTH MANAGEMENT, LLC
CIK: 0001907327SEC EDGAR →
Portfolio Value
$329.5M
Holdings
79
As of
Q4 2025
New Positions
8
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 272,130 | $91.2M | 27.69% |
| 2 | DIMENSIONAL ETF TRUST | 1,131,138 | $44.8M | 13.59% |
| 3 | ISHARES TR | 185,397 | $27.6M | 8.37% |
| 4 | DIMENSIONAL ETF TRUST | 684,051 | $22.4M | 6.80% |
| 5 | VANGUARD SCOTTSDALE FDS | 67,039 | $20.7M | 6.29% |
| 6 | VANGUARD STAR FDS | 244,408 | $18.4M | 5.60% |
| 7 | DIMENSIONAL ETF TRUST | 250,239 | $11.7M | 3.55% |
| 8 | ISHARES TR | 130,865 | $11.1M | 3.36% |
| 9 | INVESCO QQQ TR | 16,516 | $10.1M | 3.08% |
| 10 | PIMCO ETF TR | 172,171 | $4.6M | 1.39% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $284.2M | 86.3% |
| Technology | 15 | $16.5M | 5.0% |
| Unknown | 5 | $13.8M | 4.2% |
| Communication Services | 4 | $6.8M | 2.1% |
| Consumer Cyclical | 4 | $3.3M | 1.0% |
| Healthcare | 7 | $2.5M | 0.8% |
| Consumer Defensive | 3 | $777K | 0.2% |
| Industrials | 3 | $737K | 0.2% |
| Energy | 2 | $689K | 0.2% |