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Disclosery

13F-HR filed by CHERRYDALE WEALTH MANAGEMENT, LLC

CHERRYDALE WEALTH MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-14, with 75 holding rows worth $287,407,579.

Accession
0001907327-25-000005
Filer
CIK 1907327
Filed
2025-07-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 75 entries on the cover page, a total value of $287,407,579 stated on the cover page (in dollars after the unit check, H1), rows summing to $287,407,579 with VALUE read as dollars as filed, 13F file number 028-21553. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VTI922908769COM258,302$78,505,704dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 21,170,032$41,933,959dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS183,984$24,845,208dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE620,140$18,213,524dollars as filed
VANGUARD SCOTTSDALE FDS92206C730COM57,909$16,264,236dollars as filed
VANGUARD STAR FDS921909768COM227,109$15,690,980dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT251,963$10,673,170dollars as filed
ISHARES TR46432F834COM126,530$9,782,035dollars as filed
INVESCO QQQ TR46090E103COM12,856$7,091,619dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF11,847$4,023,011dollars as filed
Vanguard Real Estate922908553SHS44,693$3,980,369dollars as filed
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R585ETF136,523$3,623,326dollars as filed
NVIDIA Corp67066G104COM21,269$3,360,241dollars as filed
Microsoft Corp594918104COM6,483$3,224,558dollars as filed
Apple Inc037833100COM14,663$3,008,347dollars as filed
SPY78462F103SHS4,635$2,863,487dollars as filed
Amazon.com, Inc023135106COM11,308$2,480,862dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS29,639$2,457,631dollars as filed
Vanguard S&P 500 ETF922908363COM3,597$2,043,112dollars as filed
META PLATFORMS INC CL A30303M102COM2,532$1,868,623dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF51,960$1,847,692dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS6,001$1,706,558dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,890$1,566,709dollars as filed
WISDOMTREE TR97717W109US TOTAL DIVIDND18,648$1,482,861dollars as filed
BLACKROCK ETF TRUST092528843ISHARES HIGH YIE30,184$1,467,827dollars as filed
ISHARES TR464288257MSCI ACWI ETF10,555$1,357,428dollars as filed
Vanguard Small-Cap ETF922908751SHS5,620$1,331,749dollars as filed
GRAYSCALE BITCOIN TRUST ETF389637109SHS REP COM UT13,531$1,147,835dollars as filed
Broadcom Inc.11135F101COM3,754$1,034,762dollars as filed
Vanguard S&P 500 Growth ETF921932505SHS2,369$939,541dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS38,712$889,600dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS7,567$829,612dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,653$825,363dollars as filed
Berkshire Hathaway Inc084670702COM1,682$817,065dollars as filed
JPMorgan Chase & Co46625H100COM2,653$769,099dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE17,935$758,307dollars as filed
Netflix, Inc64110L106COM560$749,913dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM6,154$671,963dollars as filed
Eli Lilly and Company532457108COM755$588,399dollars as filed
Visa Inc92826C839COM1,627$577,782dollars as filed
Tesla Motors, Inc88160R101COM1,726$548,281dollars as filed
Vanguard Value ETF922908744SHS3,064$541,531dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,130$482,316dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS1,622$449,104dollars as filed
Bank of America Corp060505104COM9,469$448,054dollars as filed
MasterCard, Inc57636Q104COM769$432,385dollars as filed
WISDOMTREE TR97717W844GLB US QTLY DIV10,274$413,722dollars as filed
EXXON MOBIL CORP30231G102COM3,772$406,658dollars as filed
Vanguard ESG International Stock ETF921910725SHS6,188$405,319dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS5,744$386,089dollars as filed
IJH464287507COM5,613$348,134dollars as filed
Oracle Corporation68389X105COM1,521$332,510dollars as filed
Goldman Sachs Group,Inc.38141G104COM451$318,984dollars as filed
AbbVie,Inc.00287Y109COM1,607$298,272dollars as filed
Costco Wholesale Corporation22160K105COM298$295,419dollars as filed
Walmart Inc.931142103COM2,879$281,473dollars as filed
Intuitive Surgical,Inc.46120E602COM496$269,531dollars as filed
International Business Machines Corporation459200101COM911$268,472dollars as filed
LIFE360 INC532206109COM4,106$267,926dollars as filed
Cisco Systems,Inc.17275R102COM3,610$250,496dollars as filed
Procter & Gamble Co742718109COM1,542$245,707dollars as filed
Johnson & Johnson478160104COM1,564$238,915dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,686$229,836dollars as filed
Home Depot, Inc437076102COM618$226,703dollars as filed
Wells Fargo & Company949746101COM2,769$221,880dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS2,622$218,899dollars as filed
Abbott Laboratories002824100COM1,599$217,494dollars as filed
AT&T Inc00206R102COM7,503$217,141dollars as filed
T-Mobile US,Inc.872590104COM901$214,677dollars as filed
Intuit Inc.461202103COM263$206,955dollars as filed
Caterpillar Inc.149123101COM523$202,853dollars as filed
COMPASS INC20464U100CL A13,000$81,640dollars as filed
WIPRO LTD SPON ADR 1 SH97651M109ADR26,838$81,051dollars as filed
LLOYDS BANKING GROUP PLC SPONSORED ADR539439109ADR10,694$45,450dollars as filed
MULTISENSOR AI HOLDINGS INC456948108COM32,835$19,635dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001907327-25-000005this filing2025-07-14acceptance time not in the bulk data set