CHERRYDALE WEALTH MANAGEMENT, LLC
CIK 0001907327 · HOBOKEN, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$382.2M
2026 Q2
Positions
84
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTI
VANGUARD INDEX FDS
27.8%
DFAC
DIMENSIONAL ETF TRUST
12.7%
ITOT
ISHARES TR
7.8%
DFAX
DIMENSIONAL ETF TRUST
6.8%
VONE
VANGUARD SCOTTSDALE FDS
6.7%
VXUS
VANGUARD STAR FDS
5.7%
QQQ
INVESCO QQQ TR
4.6%
DFAU
DIMENSIONAL ETF TRUST
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.