CHERRYDALE WEALTH MANAGEMENT, LLC Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$318.3B
Holdings
80
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (80 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 267,449 | $87.8B | 27.58% | |
| 2 | DFACDIMENSIONAL ETF TRUST | 1,161,816 | $44.8B | 14.08% | |
| 3 | ITOTISHARES TR | 184,534 | $26.9B | 8.44% | |
| 4 | DFAXDIMENSIONAL ETF TRUST | 647,771 | $20.3B | 6.39% | |
| 5 | VONEVANGUARD SCOTTSDALE FDS | 61,526 | $18.6B | 5.84% | |
| 6 | VXUSVANGUARD STAR FDS | 236,112 | $17.3B | 5.45% | |
| 7 | DFAUDIMENSIONAL ETF TRUST | 250,069 | $11.4B | 3.60% | |
| 8 | IXUSISHARES TR | 126,388 | $10.4B | 3.28% | |
| 9 | NDQINVESCO QQQ TR | 13,936 | $8.4B | 2.63% | |
| 10 | IWBISHARES TR | 11,879 | $4.3B | 1.36% | |
| 11 | PYLDPIMCO ETF TR | 157,172 | $4.2B | 1.33% | |
| 12 | AAPLAPPLE INC | 15,932 | $4.1B | 1.27% | |
| 13 | NVDANVIDIA CORPORATION | 21,287 | $4.0B | 1.25% | |
| 14 | VNQVANGUARD INDEX FDS | 43,029 | $3.9B | 1.24% | |
| 15 | MSFTMICROSOFT CORP | 6,483 | $3.4B | 1.06% | |
| 16 | SPYSPDR S&P 500 ETF TR | 4,400 | $2.9B | 0.92% | |
| 17 | AMZNAMAZON COM INC | 11,908 | $2.6B | 0.82% | |
| 18 | VCITVANGUARD SCOTTSDALE FDS | 29,994 | $2.5B | 0.79% | |
| 19 | VOOVANGUARD INDEX FDS | 3,608 | $2.2B | 0.69% | |
| 20 | GOOGLALPHABET INC | 8,891 | $2.2B | 0.68% | |
| 21 | METAMETA PLATFORMS INC | 2,832 | $2.1B | 0.65% | |
| 22 | DUHPDIMENSIONAL ETF TRUST | 54,603 | $2.1B | 0.65% | |
| 23 | VOTVANGUARD INDEX FDS | 6,010 | $1.8B | 0.55% | |
| 24 | DTDWISDOMTREE TR | 18,512 | $1.6B | 0.49% | |
| 25 | ACWIISHARES TR | 10,555 | $1.5B | 0.46% | |
| 26 | HIMUBLACKROCK ETF TRUST II | 29,031 | $1.4B | 0.45% | |
| 27 | VBVANGUARD INDEX FDS | 5,112 | $1.3B | 0.41% | |
| 28 | GOOGALPHABET INC | 5,256 | $1.3B | 0.40% | |
| 29 | AVGOBROADCOM INC | 3,766 | $1.2B | 0.39% | |
| 30 | GBTCGRAYSCALE BITCOIN TRUST ETF | 13,531 | $1.2B | 0.38% | |
| 31 | VOOGVANGUARD ADMIRAL FDS INC | 2,385 | $1.0B | 0.33% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,982 | $996.4M | 0.31% | |
| 33 | ESGVVANGUARD WORLD FD | 7,585 | $898.3M | 0.28% | |
| 34 | AQLTISHARES TR | 37,487 | $866.7M | 0.27% | |
| 35 | JPMJPMORGAN CHASE & CO. | 2,653 | $836.8M | 0.26% | |
| 36 | DFUVDIMENSIONAL ETF TRUST | 17,798 | $795.4M | 0.25% | |
| 37 | TSLATESLA INC | 1,729 | $768.9M | 0.24% | |
| 38 | VONGVANGUARD SCOTTSDALE FDS | 6,161 | $742.4M | 0.23% | |
| 39 | NFLXNETFLIX INC | 560 | $671.4M | 0.21% | |
| 40 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,130 | $594.8M | 0.19% | |
| 41 | LLYELI LILLY & CO | 732 | $558.3M | 0.18% | |
| 42 | VVISA INC | 1,627 | $555.6M | 0.17% | |
| 43 | VTVVANGUARD INDEX FDS | 2,656 | $495.2M | 0.16% | |
| 44 | BACBANK AMERICA CORP | 9,483 | $489.2M | 0.15% | |
| 45 | XOMEXXON MOBIL CORP | 3,934 | $443.6M | 0.14% | |
| 46 | MAMASTERCARD INCORPORATED | 769 | $437.7M | 0.14% | |
| 47 | VBKVANGUARD INDEX FDS | 1,470 | $437.5M | 0.14% | |
| 48 | LIFLIFE360 INC | 4,106 | $436.5M | 0.14% | |
| 49 | ORCLORACLE CORP | 1,521 | $427.7M | 0.13% | |
| 50 | VSGXVANGUARD WORLD FD | 6,104 | $423.4M | 0.13% | |
| 51 | DNLWISDOMTREE TR | 10,317 | $417.8M | 0.13% | |
| 52 | VEUVANGUARD INTL EQUITY INDEX F | 5,772 | $412.0M | 0.13% | |
| 53 | ABBVABBVIE INC | 1,607 | $372.1M | 0.12% | |
| 54 | IJHISHARES TR | 5,631 | $367.5M | 0.12% | |
| 55 | GSGOLDMAN SACHS GROUP INC | 451 | $359.2M | 0.11% | |
| 56 | JNJJOHNSON & JOHNSON | 1,908 | $353.8M | 0.11% | |
| 57 | PLTRPALANTIR TECHNOLOGIES INC | 1,723 | $314.3M | 0.10% | |
| 58 | WMTWALMART INC | 2,879 | $296.7M | 0.09% | |
| 59 | UNHUNITEDHEALTH GROUP INC | 847 | $292.4M | 0.09% | |
| 60 | BABAALIBABA GROUP HLDG LTD | 1,598 | $285.6M | 0.09% | |
| 61 | COSTCOSTCO WHSL CORP NEW | 298 | $276.2M | 0.09% | |
| 62 | IBMINTERNATIONAL BUSINESS MACHS | 911 | $257.0M | 0.08% | |
| 63 | HDHOME DEPOT INC | 618 | $250.5M | 0.08% | |
| 64 | CATCATERPILLAR INC | 523 | $249.3M | 0.08% | |
| 65 | CSCOCISCO SYS INC | 3,610 | $247.0M | 0.08% | |
| 66 | PGPROCTER AND GAMBLE CO | 1,520 | $233.6M | 0.07% | |
| 67 | WFCWELLS FARGO CO NEW | 2,769 | $232.1M | 0.07% | |
| 68 | AQLTISHARES TR | 2,622 | $228.9M | 0.07% | |
| 69 | AMDADVANCED MICRO DEVICES INC | 1,389 | $224.7M | 0.07% | |
| 70 | ANETARISTA NETWORKS INC | 1,540 | $224.4M | 0.07% | |
| 71 | TMUST-MOBILE US INC | 895 | $214.2M | 0.07% | |
| 72 | GEGE AEROSPACE | 711 | $214.0M | 0.07% | |
| 73 | TAT&T INC | 7,503 | $211.9M | 0.07% | |
| 74 | CVXCHEVRON CORP NEW | 1,341 | $208.2M | 0.07% | |
| 75 | ISRGINTUITIVE SURGICAL INC | 462 | $206.6M | 0.06% | |
| 76 | IVVISHARES TR | 304 | $203.5M | 0.06% | |
| 77 | ABTABBOTT LABS | 1,513 | $202.7M | 0.06% | |
| 78 | RTXRTX CORPORATION | 1,199 | $200.6M | 0.06% | |
| 79 | WITWIPRO LTD | 26,243 | $69.0M | 0.02% | |
| 80 | LYGLLOYDS BANKING GROUP PLC | 10,694 | $48.6M | 0.02% |