Cherrydale Wealth Management, LLC Top Holdings and 13F Report (2025) About Cherrydale Wealth Management, LLCInvestment ActivityCherrydale Wealth Management, LLC has $318.27 million in total holdings as of September 30, 2025.Cherrydale Wealth Management, LLC owns shares of 80 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.14% of the portfolio was purchased this quarter.About 0.45% of the portfolio was sold this quarter.This quarter, Cherrydale Wealth Management, LLC has purchased 75 new stocks and bought additional shares in 31 stocks.Cherrydale Wealth Management, LLC sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $87,768,672Dimensional U.S. Core Equity 2 ETF $44,811,233iShares Core S&P Total U.S. Stock Market ETF $26,877,409Dimensional World ex U.S. Core Equity 2 ETF $20,327,058Vanguard Russell 1000 ETF $18,602,435 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $292,378 Holding01609W102 - Alibaba Group $285,611 Holding007903107 - Advanced Micro Devices $224,726 Holding040413205 - ARISTA NETWORKS INC $224,393 Holding369604301 - GE Aerospace $213,977 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 9,147 shares (about $3.00M)Vanguard Russell 1000 ETF 3,617 shares (about $1.09M)Dimensional World ex U.S. Core Equity 2 ETF 27,631 shares (about $867.06K)Vanguard Total International Stock ETF 9,003 shares (about $661.36K)Invesco QQQ 1,080 shares (about $648.39K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 8,216 shares (about $316.89K)SPDR S&P 500 ETF Trust 235 shares (about $156.57K)Vanguard Real Estate ETF 1,664 shares (about $152.12K)Vanguard Small-Cap ETF 508 shares (about $129.18K)Dimensional US Core Equity Market ETF 1,894 shares (about $86.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCherrydale Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$87,768,672$3,001,769 ▲3.5%267,44927.6%ETFDFACDimensional U.S. Core Equity 2 ETF$44,811,233$316,891 ▼-0.7%1,161,81614.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$26,877,409$80,108 ▲0.3%184,5348.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$20,327,058$867,061 ▲4.5%647,7716.4%ETFVONEVanguard Russell 1000 ETF$18,602,435$1,093,603 ▲6.2%61,5265.8%ETFVXUSVanguard Total International Stock ETF$17,344,782$661,360 ▲4.0%236,1125.4%ETFDFAUDimensional US Core Equity Market ETF$11,443,138$86,669 ▼-0.8%250,0693.6%ETFIXUSiShares Core MSCI Total International Stock ETF$10,437,122$11,726 ▼-0.1%126,3883.3%ManufacturingQQQInvesco QQQ$8,366,613$648,388 ▲8.4%13,9362.6%FinanceIWBiShares Russell 1000 ETF$4,341,427$11,695 ▲0.3%11,8791.4%ETFPYLDPIMCO Multi Sector Bond Active ETF$4,218,501$554,220 ▲15.1%157,1721.3%ETFAAPLApple$4,056,639$323,115 ▲8.7%15,9321.3%Computer and TechnologyNVDANVIDIA$3,971,672$3,358 ▲0.1%21,2871.2%Computer and TechnologyVNQVanguard Real Estate ETF$3,933,754$152,125 ▼-3.7%43,0291.2%ETFMSFTMicrosoft$3,357,8550.0%6,4831.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,931,485$156,568 ▼-5.1%4,4000.9%FinanceAMZNAmazon.com$2,614,640$131,742 ▲5.3%11,9080.8%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$2,522,756$29,859 ▲1.2%29,9940.8%ETFVOOVanguard S&P 500 ETF$2,209,402$6,736 ▲0.3%3,6080.7%ETFGOOGLAlphabet$2,161,478$243 ▲0.0%8,8910.7%Computer and TechnologyMETAMeta Platforms$2,079,730$220,310 ▲11.8%2,8320.7%Computer and TechnologyDUHPDimensional US High Profitability ETF$2,062,339$99,825 ▲5.1%54,6030.6%ETFVOTVanguard Mid-Cap Growth ETF$1,765,618$2,644 ▲0.1%6,0100.6%ETFDTDWisdomTree U.S. Total Dividend Fund$1,555,041$11,424 ▼-0.7%18,5120.5%FinanceACWIiShares MSCI ACWI ETF$1,459,1820.0%10,5550.5%ManufacturingBLACKROCK ETF TRUST II$1,428,030$56,716 ▼-3.8%29,0310.4%ISHARES HIGH YIEVBVanguard Small-Cap ETF$1,299,919$129,178 ▼-9.0%5,1120.4%ETFGOOGAlphabet$1,279,993$146,849 ▲13.0%5,2560.4%Computer and TechnologyAVGOBroadcom$1,242,473$3,959 ▲0.3%3,7660.4%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$1,214,6780.0%13,5310.4%SHS REP COM UTVOOGVanguard S&P 500 Growth ETF$1,038,755$6,969 ▲0.7%2,3850.3%ETFBRK.BBerkshire Hathaway$996,431$150,822 ▲17.8%1,9820.3%FinanceESGVVanguard ESG U.S. Stock ETF$898,343$2,132 ▲0.2%7,5850.3%ETFGOVTiShares U.S. Treasury Bond ETF$866,709$28,322 ▼-3.2%37,4870.3%ETFJPMJPMorgan Chase & Co.$836,8000.0%2,6530.3%FinanceDFUVDimensional US Marketwide Value ETF$795,384$6,122 ▼-0.8%17,7980.2%ETFTSLATesla$768,921$1,334 ▲0.2%1,7290.2%Auto/Tires/TrucksVONGVanguard Russell 1000 Growth ETF$742,383$843 ▲0.1%6,1610.2%ETFNFLXNetflix$671,3950.0%5600.2%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$594,7550.0%2,1300.2%Computer and TechnologyLLYEli Lilly and Company$558,331$17,543 ▼-3.0%7320.2%MedicalVVisa$555,5720.0%1,6270.2%Business ServicesVTVVanguard Value ETF$495,237$76,076 ▼-13.3%2,6560.2%ETFBACBank of America$489,210$722 ▲0.1%9,4830.2%FinanceXOMExxon Mobil$443,597$18,267 ▲4.3%3,9340.1%EnergyMAMastercard$437,6710.0%7690.1%Business ServicesVBKVanguard Small-Cap Growth ETF$437,541$45,242 ▼-9.4%1,4700.1%ETFLIFE360 INC$436,4840.0%4,1060.1%COMORCLOracle$427,7320.0%1,5210.1%Computer and TechnologyVSGXVanguard ESG International Stock ETF$423,404$5,827 ▼-1.4%6,1040.1%ETFDNLWisdomTree Global ex U.S. Quality Dividend Growth Fund$417,755$1,741 ▲0.4%10,3170.1%FinanceVEUVanguard FTSE All-World ex-US ETF$411,959$1,998 ▲0.5%5,7720.1%ETFABBVAbbVie$372,0610.0%1,6070.1%MedicalIJHiShares Core S&P Mid-Cap ETF$367,498$1,175 ▲0.3%5,6310.1%ETFGSThe Goldman Sachs Group$359,2490.0%4510.1%FinanceJNJJohnson & Johnson$353,798$63,787 ▲22.0%1,9080.1%MedicalPALANTIR TECHNOLOGIES INC$314,310$6,750 ▲2.2%1,7230.1%CL AWMTWalmart$296,6720.0%2,8790.1%Retail/WholesaleUNHUnitedHealth Group$292,378$292,378 ▲New Holding8470.1%MedicalBABAAlibaba Group$285,611$285,611 ▲New Holding1,5980.1%Retail/WholesaleCOSTCostco Wholesale$276,2270.0%2980.1%Retail/WholesaleIBMInternational Business Machines$256,9780.0%9110.1%Computer and TechnologyHDHome Depot$250,5400.0%6180.1%Retail/WholesaleCATCaterpillar$249,3280.0%5230.1%IndustrialsCSCOCisco Systems$247,0300.0%3,6100.1%Computer and TechnologyPGProcter & Gamble$233,582$3,381 ▼-1.4%1,5200.1%Consumer StaplesWFCWells Fargo & Company$232,1270.0%2,7690.1%FinanceIEFAiShares Core MSCI EAFE ETF$228,9420.0%2,6220.1%ETFAMDAdvanced Micro Devices$224,726$224,726 ▲New Holding1,3890.1%Computer and TechnologyARISTA NETWORKS INC$224,393$224,393 ▲New Holding1,5400.1%COM SHSTMUST-Mobile US$214,245$1,436 ▼-0.7%8950.1%Computer and TechnologyGEGE Aerospace$213,977$213,977 ▲New Holding7110.1%AerospaceTAT&T$211,8890.0%7,5030.1%Computer and TechnologyCVXChevron$208,234$208,234 ▲New Holding1,3410.1%EnergyISRGIntuitive Surgical$206,620$15,206 ▼-6.9%4620.1%MedicalIVViShares Core S&P 500 ETF$203,467$203,467 ▲New Holding3040.1%ETFABTAbbott Laboratories$202,665$11,520 ▼-5.4%1,5130.1%MedicalRTXRTX$200,579$200,579 ▲New Holding1,1990.1%AerospaceWITWipro$69,019$1,565 ▼-2.2%26,2430.0%Computer and TechnologyLYGLloyds Banking Group$48,5510.0%10,6940.0%FinanceINTUIntuit$0$206,955 ▼-100.0%00.0%Computer and TechnologyCOMPCompass$0$81,640 ▼-100.0%00.0%Computer and TechnologyMULTISENSOR AI HOLDINGS INC$0$19,635 ▼-100.0%00.0%COMShowing largest 100 holdings. 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