13F-HR filed by CHERRYDALE WEALTH MANAGEMENT, LLC
CHERRYDALE WEALTH MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-13, with 79 holding rows worth $329,454,464.
- Accession
- 0001907327-26-000001
- Filer
- CIK 1907327
- Filed
- 2026-01-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 79 entries on the cover page, a total value of $329,454,464 stated on the cover page (in dollars after the unit check, H1), rows summing to $329,454,464 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 272,130 | $91,236,966 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 1,131,138 | $44,781,756 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 185,397 | $27,566,743 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 684,051 | $22,389,002 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 67,039 | $20,717,692 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 244,408 | $18,438,116 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 250,239 | $11,711,173 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 130,865 | $11,076,442 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 16,516 | $10,145,736 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 172,171 | $4,593,528 | dollars as filed | |
| Apple Inc | 037833100 | COM | 15,574 | $4,233,814 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 11,332 | $4,231,804 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 21,287 | $3,969,969 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 42,562 | $3,766,283 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,483 | $3,135,447 | dollars as filed | |
| SPY | 78462F103 | SHS | 4,412 | $3,008,784 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 35,133 | $2,942,421 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 8,892 | $2,783,317 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,628 | $2,275,439 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 9,154 | $2,112,926 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 55,053 | $2,093,660 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,832 | $1,869,531 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 6,103 | $1,703,562 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 5,258 | $1,649,865 | dollars as filed | |
| WISDOMTREE TR | 97717W109 | US TOTAL DIVIDND | 18,617 | $1,580,180 | dollars as filed | |
| BLACKROCK ETF TRUST | 092528843 | ISHARES HIGH YIE | 32,135 | $1,564,334 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 10,649 | $1,506,663 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,800 | $1,315,286 | dollars as filed | |
| Vanguard S&P 500 Growth ETF | 921932505 | SHS | 2,389 | $1,061,910 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,982 | $996,252 | dollars as filed | |
| GRAYSCALE BITCOIN TRUST ETF | 389637109 | SHS REP COM UT | 13,531 | $924,979 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 7,511 | $908,477 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,653 | $854,814 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 37,054 | $853,165 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 732 | $786,406 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,729 | $777,566 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 6,168 | $750,927 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 2,130 | $647,142 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,627 | $570,756 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 5,600 | $525,056 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 9,496 | $522,262 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 2,656 | $507,187 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,994 | $480,679 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 769 | $439,264 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 6,033 | $432,051 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 5,871 | $431,900 | dollars as filed | |
| WISDOMTREE TR | 97717W844 | GLB US QTLY DIV | 10,376 | $427,700 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 451 | $396,864 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,908 | $394,880 | dollars as filed | |
| IJH | 464287507 | COM | 5,659 | $373,509 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,607 | $367,160 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,808 | $321,372 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,879 | $320,708 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,436 | $307,534 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 523 | $299,345 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,521 | $296,435 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 3,632 | $279,811 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 911 | $269,774 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 473 | $267,888 | dollars as filed | |
| LIFE360 INC | 532206109 | COM | 4,106 | $263,369 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 2,769 | $258,104 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 298 | $257,340 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 892 | $254,637 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 766 | $252,777 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 2,673 | $239,116 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 921 | $237,621 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,230 | $234,684 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 1,598 | $234,235 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,199 | $219,842 | dollars as filed | |
| General Electric Company | 369604301 | COM | 711 | $219,106 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 618 | $212,766 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 919 | $210,391 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,375 | $209,554 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 304 | $208,222 | dollars as filed | |
| American Express Company | 025816109 | COM | 557 | $206,059 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 1,540 | $201,786 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 2,863 | $200,125 | dollars as filed | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 29,521 | $83,840 | dollars as filed | |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | 539439109 | ADR | 10,694 | $56,678 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001907327-26-000001 | this filing | 2026-01-13 | acceptance time not in the bulk data set |