Filed: 4/20/2026ACC: 0001907327-26-000002
📋 What this filing means
CHERRYDALE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $323.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$323.67M
Total AUM (reported)
3.65M
Total Shares
Allocation by class
TOTAL STK MKT$89.70M27.7%
US CORE EQUITY 2$42.01M13.0%
CORE S&P TTL STK$25.74M8.0%
WORLD EX US CORE$23.17M7.2%
VNG RUS1000IDX$21.57M6.7%
COM$21.16M6.5%
VG TL INTL STK F$19.38M6.0%
Portfolio Concentration
Top 3$157.45M48.6%
4–10$104.65M32.3%
11–25$38.03M11.7%
Rest$23.54M7.3%
Top 3 weight
48.6%
Top 10 weight
81.0%
Voting Authority Distribution
Total shares with voting rights: 3.65M
Sole
Full voting authority
3.65M
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)
Sole77
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings77
Rows:
VANGUARD INDEX FDS
SOLEShares279.60K
TypeSH
Market value$89.70M
27.71%
Sole
279.60K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares1.08M
TypeSH
Market value$42.01M
12.98%
Sole
1.08M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares180.72K
TypeSH
Market value$25.74M
7.95%
Sole
180.72K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares681.94K
TypeSH
Market value$23.17M
7.16%
Sole
681.94K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares73.09K
TypeSH
Market value$21.57M
6.66%
Sole
73.09K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares251.31K
TypeSH
Market value$19.38M
5.99%
Sole
251.31K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares22.84K
TypeSH
Market value$13.18M
4.07%
Sole
22.84K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares247.98K
TypeSH
Market value$11.19M
3.46%
Sole
247.98K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares125.38K
TypeSH
Market value$10.86M
3.36%
Sole
125.38K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares202.14K
TypeSH
Market value$5.30M
1.64%
Sole
202.14K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares49.50K
TypeSH
Market value$4.10M
1.27%
Sole
49.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.83K
TypeSH
Market value$3.86M
1.19%
Sole
10.83K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares42.42K
TypeSH
Market value$3.76M
1.16%
Sole
42.42K
Shared
0.00
None
0.00
APPLE INC
SOLEShares14.23K
TypeSH
Market value$3.61M
1.12%
Sole
14.23K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares19.52K
TypeSH
Market value$3.40M
1.05%
Sole
19.52K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares8.17K
TypeSH
Market value$2.35M
0.73%
Sole
8.17K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.75K
TypeSH
Market value$2.24M
0.69%
Sole
3.75K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.65K
TypeSH
Market value$2.09M
0.65%
Sole
5.65K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares3.15K
TypeSH
Market value$2.05M
0.63%
Sole
3.15K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares55.19K
TypeSH
Market value$2.03M
0.63%
Sole
55.19K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST II
SOLEShares40.65K
TypeSH
Market value$1.95M
0.60%
Sole
40.65K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares9.09K
TypeSH
Market value$1.89M
0.58%
Sole
9.09K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares18.70K
TypeSH
Market value$1.61M
0.50%
Sole
18.70K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.74K
TypeSH
Market value$1.57M
0.48%
Sole
2.74K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.26K
TypeSH
Market value$1.51M
0.47%
Sole
5.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 279.60K | SH | $89.70M 27.71% | 279.60K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.08M | SH | $42.01M 12.98% | 1.08M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 180.72K | SH | $25.74M 7.95% | 180.72K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 681.94K | SH | $23.17M 7.16% | 681.94K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 73.09K | SH | $21.57M 6.66% | 73.09K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 251.31K | SH | $19.38M 5.99% | 251.31K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 22.84K | SH | $13.18M 4.07% | 22.84K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 247.98K | SH | $11.19M 3.46% | 247.98K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 125.38K | SH | $10.86M 3.36% | 125.38K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 202.14K | SH | $5.30M 1.64% | 202.14K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 49.50K | SH | $4.10M 1.27% | 49.50K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 10.83K | SH | $3.86M 1.19% | 10.83K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 42.42K | SH | $3.76M 1.16% | 42.42K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.23K | SH | $3.61M 1.12% | 14.23K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 19.52K | SH | $3.40M 1.05% | 19.52K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 8.17K | SH | $2.35M 0.73% | 8.17K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.75K | SH | $2.24M 0.69% | 3.75K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.65K | SH | $2.09M 0.65% | 5.65K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.15K | SH | $2.05M 0.63% | 3.15K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 55.19K | SH | $2.03M 0.63% | 55.19K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES HIGH YIE | 40.65K | SH | $1.95M 0.60% | 40.65K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.09K | SH | $1.89M 0.58% | 9.09K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US TOTAL DIVIDND | 18.70K | SH | $1.61M 0.50% | 18.70K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.74K | SH | $1.57M 0.48% | 2.74K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 5.26K | SH | $1.51M 0.47% | 5.26K | 0.00 | 0.00 |
Page 1 of 4