§ 13F · FUND PROFILE
CHERRYDALE WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $318M (13F)Positions · 80Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 280K | $90M | 27.7% | +3% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 1.08M | $42M | 13.0% | −4% |
| 3 | ITOT | ISHARES TR | 181K | $26M | 8.0% | −3% |
| 4 | DFAX | DIMENSIONAL ETF TRUST | 682K | $23M | 7.2% | ±0% |
| 5 | VONE | VANGUARD SCOTTSDALE FDS | 73K | $22M | 6.7% | +9% |
| 6 | VXUS | VANGUARD STAR FDS | 251K | $19M | 6.0% | +3% |
| 7 | QQQ | INVESCO QQQ TR | 23K | $13M | 4.1% | +38% |
| 8 | DFAU | DIMENSIONAL ETF TRUST | 248K | $11M | 3.5% | −1% |
| 9 | IXUS | ISHARES TR | 125K | $11M | 3.4% | −4% |
| 10 | PYLD | PIMCO ETF TR | 202K | $5M | 1.6% | +17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHERRYDALE SIGNAL
AC read
CHERRYDALE WEALTH MANAGEMENT, LLC is a Other fund managing $318 million in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed