Filed: 1/13/2026ACC: 0001907327-26-000001
📋 What this filing means
CHERRYDALE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $329.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$329.45M
Total AUM (reported)
3.66M
Total Shares
Allocation by class
TOTAL STK MKT$91.24M27.7%
US CORE EQUITY 2$44.78M13.6%
CORE S&P TTL STK$27.57M8.4%
COM$24.43M7.4%
WORLD EX US CORE$22.39M6.8%
VNG RUS1000IDX$20.72M6.3%
VG TL INTL STK F$18.44M5.6%
Portfolio Concentration
Top 3$163.59M49.7%
4–10$99.07M30.1%
11–25$41.36M12.6%
Rest$25.44M7.7%
Top 3 weight
49.7%
Top 10 weight
79.7%
Voting Authority Distribution
Total shares with voting rights: 3.66M
Sole
Full voting authority
3.66M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole79
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings79
Rows:
VANGUARD INDEX FDS
SOLEShares272.13K
TypeSH
Market value$91.24M
27.69%
Sole
272.13K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares1.13M
TypeSH
Market value$44.78M
13.59%
Sole
1.13M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares185.40K
TypeSH
Market value$27.57M
8.37%
Sole
185.40K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares684.05K
TypeSH
Market value$22.39M
6.80%
Sole
684.05K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares67.04K
TypeSH
Market value$20.72M
6.29%
Sole
67.04K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares244.41K
TypeSH
Market value$18.44M
5.60%
Sole
244.41K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares250.24K
TypeSH
Market value$11.71M
3.55%
Sole
250.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares130.87K
TypeSH
Market value$11.08M
3.36%
Sole
130.87K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares16.52K
TypeSH
Market value$10.15M
3.08%
Sole
16.52K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares172.17K
TypeSH
Market value$4.59M
1.39%
Sole
172.17K
Shared
0.00
None
0.00
APPLE INC
SOLEShares15.57K
TypeSH
Market value$4.23M
1.29%
Sole
15.57K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.33K
TypeSH
Market value$4.23M
1.28%
Sole
11.33K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares21.29K
TypeSH
Market value$3.97M
1.21%
Sole
21.29K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares42.56K
TypeSH
Market value$3.77M
1.14%
Sole
42.56K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.48K
TypeSH
Market value$3.14M
0.95%
Sole
6.48K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares4.41K
TypeSH
Market value$3.01M
0.91%
Sole
4.41K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares35.13K
TypeSH
Market value$2.94M
0.89%
Sole
35.13K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares8.89K
TypeSH
Market value$2.78M
0.84%
Sole
8.89K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.63K
TypeSH
Market value$2.28M
0.69%
Sole
3.63K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares9.15K
TypeSH
Market value$2.11M
0.64%
Sole
9.15K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares55.05K
TypeSH
Market value$2.09M
0.64%
Sole
55.05K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.83K
TypeSH
Market value$1.87M
0.57%
Sole
2.83K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares6.10K
TypeSH
Market value$1.70M
0.52%
Sole
6.10K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.26K
TypeSH
Market value$1.65M
0.50%
Sole
5.26K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares18.62K
TypeSH
Market value$1.58M
0.48%
Sole
18.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 272.13K | SH | $91.24M 27.69% | 272.13K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.13M | SH | $44.78M 13.59% | 1.13M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 185.40K | SH | $27.57M 8.37% | 185.40K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 684.05K | SH | $22.39M 6.80% | 684.05K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 67.04K | SH | $20.72M 6.29% | 67.04K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 244.41K | SH | $18.44M 5.60% | 244.41K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 250.24K | SH | $11.71M 3.55% | 250.24K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 130.87K | SH | $11.08M 3.36% | 130.87K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 16.52K | SH | $10.15M 3.08% | 16.52K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 172.17K | SH | $4.59M 1.39% | 172.17K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 15.57K | SH | $4.23M 1.29% | 15.57K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 11.33K | SH | $4.23M 1.28% | 11.33K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 21.29K | SH | $3.97M 1.21% | 21.29K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 42.56K | SH | $3.77M 1.14% | 42.56K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.48K | SH | $3.14M 0.95% | 6.48K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4.41K | SH | $3.01M 0.91% | 4.41K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 35.13K | SH | $2.94M 0.89% | 35.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 8.89K | SH | $2.78M 0.84% | 8.89K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.63K | SH | $2.28M 0.69% | 3.63K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.15K | SH | $2.11M 0.64% | 9.15K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 55.05K | SH | $2.09M 0.64% | 55.05K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.83K | SH | $1.87M 0.57% | 2.83K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 6.10K | SH | $1.70M 0.52% | 6.10K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 5.26K | SH | $1.65M 0.50% | 5.26K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US TOTAL DIVIDND | 18.62K | SH | $1.58M 0.48% | 18.62K | 0.00 | 0.00 |
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