13F HOLDINGS REPORT
CHERRYDALE WEALTH MANAGEMENT, LLC
Quarter ended Q4 2025 · Filed January 13, 2026 · Accession 0001907327-26-000001
Total Value
$329.5M
Positions
79
Other Managers
0
Confidential Omitted
No
Holdings (79)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 272,130 | $91.2M | 27.69% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 1,131,138 | $44.8M | 13.59% |
| 3 | ISHARES TR | 464287150 | 185,397 | $27.6M | 8.37% |
| 4 | DIMENSIONAL ETF TRUST | 25434V880 | 684,051 | $22.4M | 6.80% |
| 5 | VANGUARD SCOTTSDALE FDS | 92206C730 | 67,039 | $20.7M | 6.29% |
| 6 | VANGUARD STAR FDS | 921909768 | 244,408 | $18.4M | 5.60% |
| 7 | DIMENSIONAL ETF TRUST | 25434V104 | 250,239 | $11.7M | 3.55% |
| 8 | ISHARES TR | 46432F834 | 130,865 | $11.1M | 3.36% |
| 9 | INVESCO QQQ TR | IVZ | 16,516 | $10.1M | 3.08% |
| 10 | PIMCO ETF TR | 72201R585 | 172,171 | $4.6M | 1.39% |
| 11 | APPLE INC | AAPL | 15,574 | $4.2M | 1.29% |
| 12 | ISHARES TR | 464287622 | 11,332 | $4.2M | 1.28% |
| 13 | NVIDIA CORPORATION | NVDA | 21,287 | $4.0M | 1.21% |
| 14 | VANGUARD INDEX FDS | 922908553 | 42,562 | $3.8M | 1.14% |
| 15 | MICROSOFT CORP | MSFT | 6,483 | $3.1M | 0.95% |
| 16 | SPDR S&P 500 ETF TR | SPY | 4,412 | $3.0M | 0.91% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C870 | 35,133 | $2.9M | 0.89% |
| 18 | ALPHABET INC | GOOG | 8,892 | $2.8M | 0.84% |
| 19 | VANGUARD INDEX FDS | 922908363 | 3,628 | $2.3M | 0.69% |
| 20 | AMAZON COM INC | AMZN | 9,154 | $2.1M | 0.64% |
| 21 | DIMENSIONAL ETF TRUST | 25434V831 | 55,053 | $2.1M | 0.64% |
| 22 | META PLATFORMS INC | META | 2,832 | $1.9M | 0.57% |
| 23 | VANGUARD INDEX FDS | 922908538 | 6,103 | $1.7M | 0.52% |
| 24 | ALPHABET INC | GOOG | 5,258 | $1.6M | 0.50% |
| 25 | WISDOMTREE TR | WT | 18,617 | $1.6M | 0.48% |
| 26 | BLACKROCK ETF TRUST II | BLK | 32,135 | $1.6M | 0.47% |
| 27 | ISHARES TR | 464288257 | 10,649 | $1.5M | 0.46% |
| 28 | BROADCOM INC | AVGO | 3,800 | $1.3M | 0.40% |
| 29 | VANGUARD ADMIRAL FDS INC | 921932505 | 2,389 | $1.1M | 0.32% |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,982 | $996,252 | 0.30% |
| 31 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 13,531 | $924,979 | 0.28% |
| 32 | VANGUARD WORLD FD | 921910733 | 7,511 | $908,477 | 0.28% |
| 33 | JPMORGAN CHASE & CO. | VYLD | 2,653 | $854,814 | 0.26% |
| 34 | ISHARES TR | 46429B267 | 37,054 | $853,165 | 0.26% |
| 35 | ELI LILLY & CO | LLY | 732 | $786,406 | 0.24% |
| 36 | TESLA INC | TSLA | 1,729 | $777,566 | 0.24% |
| 37 | VANGUARD SCOTTSDALE FDS | 92206C680 | 6,168 | $750,927 | 0.23% |
| 38 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,130 | $647,142 | 0.20% |
| 39 | VISA INC | V | 1,627 | $570,756 | 0.17% |
| 40 | NETFLIX INC | NFLX | 5,600 | $525,056 | 0.16% |
| 41 | BANK AMERICA CORP | 060505104 | 9,496 | $522,262 | 0.16% |
| 42 | VANGUARD INDEX FDS | 922908744 | 2,656 | $507,187 | 0.15% |
| 43 | EXXON MOBIL CORP | XOM | 3,994 | $480,679 | 0.15% |
| 44 | MASTERCARD INCORPORATED | MA | 769 | $439,264 | 0.13% |
| 45 | VANGUARD WORLD FD | 921910725 | 6,033 | $432,051 | 0.13% |
| 46 | VANGUARD INTL EQUITY INDEX F | 922042775 | 5,871 | $431,900 | 0.13% |
| 47 | WISDOMTREE TR | WT | 10,376 | $427,700 | 0.13% |
| 48 | GOLDMAN SACHS GROUP INC | GSCE | 451 | $396,864 | 0.12% |
| 49 | JOHNSON & JOHNSON | JNJ | 1,908 | $394,880 | 0.12% |
| 50 | ISHARES TR | 464287507 | 5,659 | $373,509 | 0.11% |
| 51 | ABBVIE INC | ABBV | 1,607 | $367,160 | 0.11% |
| 52 | PALANTIR TECHNOLOGIES INC | PLTR | 1,808 | $321,372 | 0.10% |
| 53 | WALMART INC | WMT | 2,879 | $320,708 | 0.10% |
| 54 | ADVANCED MICRO DEVICES INC | AMD | 1,436 | $307,534 | 0.09% |
| 55 | CATERPILLAR INC | CAT | 523 | $299,345 | 0.09% |
| 56 | ORACLE CORP | ORCL-PD | 1,521 | $296,435 | 0.09% |
| 57 | CISCO SYS INC | CSCO | 3,632 | $279,811 | 0.08% |
| 58 | INTERNATIONAL BUSINESS MACHS | INTR | 911 | $269,774 | 0.08% |
| 59 | INTUITIVE SURGICAL INC | ISRG | 473 | $267,888 | 0.08% |
| 60 | LIFE360 INC | LIFX | 4,106 | $263,369 | 0.08% |
| 61 | WELLS FARGO CO NEW | 949746101 | 2,769 | $258,104 | 0.08% |
| 62 | COSTCO WHSL CORP NEW | 22160K105 | 298 | $257,340 | 0.08% |
| 63 | MICRON TECHNOLOGY INC | MU | 892 | $254,637 | 0.08% |
| 64 | UNITEDHEALTH GROUP INC | UNH | 766 | $252,777 | 0.08% |
| 65 | ISHARES TR | 46432F842 | 2,673 | $239,116 | 0.07% |
| 66 | VANGUARD INDEX FDS | 922908751 | 921 | $237,621 | 0.07% |
| 67 | MERCK & CO INC | MRK | 2,230 | $234,684 | 0.07% |
| 68 | ALIBABA GROUP HLDG LTD | BBAAY | 1,598 | $234,235 | 0.07% |
| 69 | RTX CORPORATION | RTX | 1,199 | $219,842 | 0.07% |
| 70 | GE AEROSPACE | 369604301 | 711 | $219,106 | 0.07% |
| 71 | HOME DEPOT INC | HD | 618 | $212,766 | 0.06% |
| 72 | DANAHER CORPORATION | 235851102 | 919 | $210,391 | 0.06% |
| 73 | CHEVRON CORP NEW | CVX | 1,375 | $209,554 | 0.06% |
| 74 | ISHARES TR | 464287200 | 304 | $208,222 | 0.06% |
| 75 | AMERICAN EXPRESS CO | AXP | 557 | $206,059 | 0.06% |
| 76 | ARISTA NETWORKS INC | ANET | 1,540 | $201,786 | 0.06% |
| 77 | COCA COLA CO | KO | 2,863 | $200,125 | 0.06% |
| 78 | WIPRO LTD | WIT | 29,521 | $83,840 | 0.03% |
| 79 | LLOYDS BANKING GROUP PLC | LLOBF | 10,694 | $56,678 | 0.02% |