§ 13F · FUND PROFILE
CHERRYDALE WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $318.3T (13F)Positions · 80Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 272K | $91.2T | 27.7% | +2% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 1.13M | $44.8T | 13.6% | −3% |
| 3 | ITOT | ISHARES TR | 185K | $27.6T | 8.4% | ±0% |
| 4 | DFAX | DIMENSIONAL ETF TRUST | 684K | $22.4T | 6.8% | +6% |
| 5 | VONE | VANGUARD SCOTTSDALE FDS | 67K | $20.7T | 6.3% | +9% |
| 6 | VXUS | VANGUARD STAR FDS | 244K | $18.4T | 5.6% | +4% |
| 7 | DFAU | DIMENSIONAL ETF TRUST | 250K | $11.7T | 3.6% | ±0% |
| 8 | IXUS | ISHARES TR | 131K | $11.1T | 3.4% | +4% |
| 9 | QQQ | INVESCO QQQ TR | 17K | $10.1T | 3.1% | +19% |
| 10 | PYLD | PIMCO ETF TR | 172K | $4.6T | 1.4% | +10% |
§ 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 $318274.1 trillion in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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