§ 13F · FUND PROFILE
CHERRYDALE WEALTH MANAGEMENT, LLC.
AUM · $382M (13F)Positions · 84Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 287K | $106M | 27.8% | +3% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 1.09M | $48M | 12.7% | +1% |
| 3 | ITOT | ISHARES TR | 181K | $30M | 7.8% | ±0% |
| 4 | DFAX | DIMENSIONAL ETF TRUST | 704K | $26M | 6.8% | +3% |
| 5 | VONE | VANGUARD SCOTTSDALE FDS | 76K | $26M | 6.7% | +3% |
| 6 | VXUS | VANGUARD STAR FDS | 255K | $22M | 5.7% | +1% |
| 7 | QQQ | INVESCO QQQ TR | 24K | $17M | 4.6% | +4% |
| 8 | DFAU | DIMENSIONAL ETF TRUST | 248K | $13M | 3.4% | ±0% |
| 9 | IXUS | ISHARES TR | 125K | $12M | 3.1% | ±0% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 8K | $6M | 1.6% | +161% |
§ 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 $382 million in assets. The fund runs a portfolio of 84 positions.
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