13F HOLDINGS REPORT
CHERRYDALE WEALTH MANAGEMENT, LLC
Quarter ended Q3 2025 · Filed October 14, 2025 · Accession 0001907327-25-000006
Total Value
$318.3M
Positions
80
Other Managers
0
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 267,449 | $87.8M | 27.58% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 1,161,816 | $44.8M | 14.08% |
| 3 | ISHARES TR | 464287150 | 184,534 | $26.9M | 8.44% |
| 4 | DIMENSIONAL ETF TRUST | 25434V880 | 647,771 | $20.3M | 6.39% |
| 5 | VANGUARD SCOTTSDALE FDS | 92206C730 | 61,526 | $18.6M | 5.84% |
| 6 | VANGUARD STAR FDS | 921909768 | 236,112 | $17.3M | 5.45% |
| 7 | DIMENSIONAL ETF TRUST | 25434V104 | 250,069 | $11.4M | 3.60% |
| 8 | ISHARES TR | 46432F834 | 126,388 | $10.4M | 3.28% |
| 9 | INVESCO QQQ TR | IVZ | 13,936 | $8.4M | 2.63% |
| 10 | ISHARES TR | 464287622 | 11,879 | $4.3M | 1.36% |
| 11 | PIMCO ETF TR | 72201R585 | 157,172 | $4.2M | 1.33% |
| 12 | APPLE INC | AAPL | 15,932 | $4.1M | 1.27% |
| 13 | NVIDIA CORPORATION | NVDA | 21,287 | $4.0M | 1.25% |
| 14 | VANGUARD INDEX FDS | 922908553 | 43,029 | $3.9M | 1.24% |
| 15 | MICROSOFT CORP | MSFT | 6,483 | $3.4M | 1.06% |
| 16 | SPDR S&P 500 ETF TR | SPY | 4,400 | $2.9M | 0.92% |
| 17 | AMAZON COM INC | AMZN | 11,908 | $2.6M | 0.82% |
| 18 | VANGUARD SCOTTSDALE FDS | 92206C870 | 29,994 | $2.5M | 0.79% |
| 19 | VANGUARD INDEX FDS | 922908363 | 3,608 | $2.2M | 0.69% |
| 20 | ALPHABET INC | GOOG | 8,891 | $2.2M | 0.68% |
| 21 | META PLATFORMS INC | META | 2,832 | $2.1M | 0.65% |
| 22 | DIMENSIONAL ETF TRUST | 25434V831 | 54,603 | $2.1M | 0.65% |
| 23 | VANGUARD INDEX FDS | 922908538 | 6,010 | $1.8M | 0.55% |
| 24 | WISDOMTREE TR | WT | 18,512 | $1.6M | 0.49% |
| 25 | ISHARES TR | 464288257 | 10,555 | $1.5M | 0.46% |
| 26 | BLACKROCK ETF TRUST II | BLK | 29,031 | $1.4M | 0.45% |
| 27 | VANGUARD INDEX FDS | 922908751 | 5,112 | $1.3M | 0.41% |
| 28 | ALPHABET INC | GOOG | 5,256 | $1.3M | 0.40% |
| 29 | BROADCOM INC | AVGO | 3,766 | $1.2M | 0.39% |
| 30 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 13,531 | $1.2M | 0.38% |
| 31 | VANGUARD ADMIRAL FDS INC | 921932505 | 2,385 | $1.0M | 0.33% |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,982 | $996,431 | 0.31% |
| 33 | VANGUARD WORLD FD | 921910733 | 7,585 | $898,343 | 0.28% |
| 34 | ISHARES TR | 46429B267 | 37,487 | $866,709 | 0.27% |
| 35 | JPMORGAN CHASE & CO. | VYLD | 2,653 | $836,800 | 0.26% |
| 36 | DIMENSIONAL ETF TRUST | 25434V724 | 17,798 | $795,384 | 0.25% |
| 37 | TESLA INC | TSLA | 1,729 | $768,921 | 0.24% |
| 38 | VANGUARD SCOTTSDALE FDS | 92206C680 | 6,161 | $742,383 | 0.23% |
| 39 | NETFLIX INC | NFLX | 560 | $671,395 | 0.21% |
| 40 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,130 | $594,755 | 0.19% |
| 41 | ELI LILLY & CO | LLY | 732 | $558,331 | 0.18% |
| 42 | VISA INC | V | 1,627 | $555,572 | 0.17% |
| 43 | VANGUARD INDEX FDS | 922908744 | 2,656 | $495,237 | 0.16% |
| 44 | BANK AMERICA CORP | 060505104 | 9,483 | $489,210 | 0.15% |
| 45 | EXXON MOBIL CORP | XOM | 3,934 | $443,597 | 0.14% |
| 46 | MASTERCARD INCORPORATED | MA | 769 | $437,671 | 0.14% |
| 47 | VANGUARD INDEX FDS | 922908595 | 1,470 | $437,541 | 0.14% |
| 48 | LIFE360 INC | LIFX | 4,106 | $436,484 | 0.14% |
| 49 | ORACLE CORP | ORCL-PD | 1,521 | $427,732 | 0.13% |
| 50 | VANGUARD WORLD FD | 921910725 | 6,104 | $423,404 | 0.13% |
| 51 | WISDOMTREE TR | WT | 10,317 | $417,755 | 0.13% |
| 52 | VANGUARD INTL EQUITY INDEX F | 922042775 | 5,772 | $411,959 | 0.13% |
| 53 | ABBVIE INC | ABBV | 1,607 | $372,061 | 0.12% |
| 54 | ISHARES TR | 464287507 | 5,631 | $367,498 | 0.12% |
| 55 | GOLDMAN SACHS GROUP INC | GSCE | 451 | $359,249 | 0.11% |
| 56 | JOHNSON & JOHNSON | JNJ | 1,908 | $353,798 | 0.11% |
| 57 | PALANTIR TECHNOLOGIES INC | PLTR | 1,723 | $314,310 | 0.10% |
| 58 | WALMART INC | WMT | 2,879 | $296,672 | 0.09% |
| 59 | UNITEDHEALTH GROUP INC | UNH | 847 | $292,378 | 0.09% |
| 60 | ALIBABA GROUP HLDG LTD | BBAAY | 1,598 | $285,611 | 0.09% |
| 61 | COSTCO WHSL CORP NEW | 22160K105 | 298 | $276,227 | 0.09% |
| 62 | INTERNATIONAL BUSINESS MACHS | INTR | 911 | $256,978 | 0.08% |
| 63 | HOME DEPOT INC | HD | 618 | $250,540 | 0.08% |
| 64 | CATERPILLAR INC | CAT | 523 | $249,328 | 0.08% |
| 65 | CISCO SYS INC | CSCO | 3,610 | $247,030 | 0.08% |
| 66 | PROCTER AND GAMBLE CO | 742718109 | 1,520 | $233,582 | 0.07% |
| 67 | WELLS FARGO CO NEW | 949746101 | 2,769 | $232,127 | 0.07% |
| 68 | ISHARES TR | 46432F842 | 2,622 | $228,942 | 0.07% |
| 69 | ADVANCED MICRO DEVICES INC | AMD | 1,389 | $224,726 | 0.07% |
| 70 | ARISTA NETWORKS INC | ANET | 1,540 | $224,393 | 0.07% |
| 71 | T-MOBILE US INC | TMUSZ | 895 | $214,245 | 0.07% |
| 72 | GE AEROSPACE | 369604301 | 711 | $213,977 | 0.07% |
| 73 | AT&T INC | T-PC | 7,503 | $211,889 | 0.07% |
| 74 | CHEVRON CORP NEW | CVX | 1,341 | $208,234 | 0.07% |
| 75 | INTUITIVE SURGICAL INC | ISRG | 462 | $206,620 | 0.06% |
| 76 | ISHARES TR | 464287200 | 304 | $203,467 | 0.06% |
| 77 | ABBOTT LABS | ABLZF | 1,513 | $202,665 | 0.06% |
| 78 | RTX CORPORATION | RTX | 1,199 | $200,579 | 0.06% |
| 79 | WIPRO LTD | WIT | 26,243 | $69,019 | 0.02% |
| 80 | LLOYDS BANKING GROUP PLC | LLOBF | 10,694 | $48,551 | 0.02% |