Cherrydale Wealth Management, LLC Top Holdings and 13F Report (2025) About Cherrydale Wealth Management, LLCInvestment ActivityCherrydale Wealth Management, LLC has $287.41 million in total holdings as of June 30, 2025.Cherrydale Wealth Management, LLC owns shares of 75 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 6.21% of the portfolio was purchased this quarter.About 3.54% of the portfolio was sold this quarter.This quarter, Cherrydale Wealth Management, LLC has purchased 73 new stocks and bought additional shares in 37 stocks.Cherrydale Wealth Management, LLC sold shares of 21 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $78,505,704Dimensional U.S. Core Equity 2 ETF $41,933,959iShares Core S&P Total U.S. Stock Market ETF $24,845,208Dimensional World ex U.S. Core Equity 2 ETF $18,213,524Vanguard Russell 1000 ETF $16,264,236 Largest New Holdings this Quarter 092528843 - BLACKROCK ETF TRUST II $1,467,827 Holding921932505 - Vanguard S&P 500 Growth ETF $939,541 Holding922908744 - Vanguard Value ETF $541,531 Holding532206109 - LIFE360 INC $267,926 Holding69608A108 - PALANTIR TECHNOLOGIES INC $229,836 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 13,388 shares (about $4.07M)iShares Russell 1000 ETF 9,218 shares (about $3.13M)Vanguard Intermediate-Term Corporate Bond ETF 21,449 shares (about $1.78M)BLACKROCK ETF TRUST II 30,184 shares (about $1.47M)Dimensional World ex U.S. Core Equity 2 ETF 38,884 shares (about $1.14M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 3,627 shares (about $2.24M)Vanguard Russell 1000 ETF 6,989 shares (about $1.96M)iShares Core S&P Total U.S. Stock Market ETF 11,359 shares (about $1.53M)iShares Core MSCI Total International Stock ETF 18,688 shares (about $1.44M)Invesco QQQ 1,185 shares (about $653.67K) 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$78,505,704$4,069,014 ▲5.5%258,30227.3%ETFDFACDimensional U.S. Core Equity 2 ETF$41,933,959$261,883 ▲0.6%1,170,03214.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$24,845,208$1,533,920 ▼-5.8%183,9848.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$18,213,524$1,142,024 ▲6.7%620,1406.3%ETFVONEVanguard Russell 1000 ETF$16,264,236$1,962,920 ▼-10.8%57,9095.7%ETFVXUSVanguard Total International Stock ETF$15,690,980$908,949 ▲6.1%227,1095.5%ETFDFAUDimensional US Core Equity Market ETF$10,673,170$290,505 ▲2.8%251,9633.7%ETFIXUSiShares Core MSCI Total International Stock ETF$9,782,035$1,444,769 ▼-12.9%126,5303.4%ManufacturingQQQInvesco QQQ$7,091,619$653,669 ▼-8.4%12,8562.5%FinanceIWBiShares Russell 1000 ETF$4,023,011$3,130,254 ▲350.6%11,8471.4%ETFVNQVanguard Real Estate ETF$3,980,369$78,907 ▲2.0%44,6931.4%ETFPYLDPIMCO Multi Sector Bond Active ETF$3,623,326$285,252 ▲8.5%136,5231.3%ETFNVDANVIDIA$3,360,241$30,966 ▼-0.9%21,2691.2%Computer and TechnologyMSFTMicrosoft$3,224,558$74,111 ▲2.4%6,4831.1%Computer and TechnologyAAPLApple$3,008,347$181,367 ▼-5.7%14,6631.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,863,487$2,240,748 ▼-43.9%4,6351.0%FinanceAMZNAmazon.com$2,480,862$112,766 ▲4.8%11,3080.9%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$2,457,631$1,778,526 ▲261.9%29,6390.9%ETFVOOVanguard S&P 500 ETF$2,043,112$369,203 ▲22.1%3,5970.7%ETFMETAMeta Platforms$1,868,623$61,992 ▲3.4%2,5320.7%Computer and TechnologyDUHPDimensional US High Profitability ETF$1,847,692$313,674 ▲20.4%51,9600.6%ETFVOTVanguard Mid-Cap Growth ETF$1,706,558$324,192 ▲23.5%6,0010.6%ETFGOOGLAlphabet$1,566,709$16,742 ▲1.1%8,8900.5%Computer and TechnologyDTDWisdomTree U.S. Total Dividend Fund$1,482,861$8,588 ▲0.6%18,6480.5%FinanceBLACKROCK ETF TRUST II$1,467,827$1,467,827 ▲New Holding30,1840.5%ISHARES HIGH YIEACWIiShares MSCI ACWI ETF$1,357,428$10,288 ▲0.8%10,5550.5%ManufacturingVBVanguard Small-Cap ETF$1,331,749$164,454 ▲14.1%5,6200.5%ETFGRAYSCALE BITCOIN TRUST ETF$1,147,8350.0%13,5310.4%SHS REP COM UTAVGOBroadcom$1,034,762$27,564 ▼-2.6%3,7540.4%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$939,541$939,541 ▲New Holding2,3690.3%ETFGOVTiShares U.S. Treasury Bond ETF$889,600$42,053 ▼-4.5%38,7120.3%ETFESGVVanguard ESG U.S. Stock ETF$829,612$2,083 ▲0.3%7,5670.3%ETFGOOGAlphabet$825,363$532 ▲0.1%4,6530.3%Computer and TechnologyBRK.BBerkshire Hathaway$817,0650.0%1,6820.3%FinanceJPMJPMorgan Chase & Co.$769,099$4,348 ▲0.6%2,6530.3%FinanceDFUVDimensional US Marketwide Value ETF$758,307$4,693 ▼-0.6%17,9350.3%ETFNFLXNetflix$749,9130.0%5600.3%Consumer DiscretionaryVONGVanguard Russell 1000 Growth ETF$671,963$874 ▲0.1%6,1540.2%ETFLLYEli Lilly and Company$588,399$15,587 ▲2.7%7550.2%MedicalVVisa$577,782$37,998 ▲7.0%1,6270.2%Business ServicesTSLATesla$548,281$5,400 ▲1.0%1,7260.2%Auto/Tires/TrucksVTVVanguard Value ETF$541,531$541,531 ▲New Holding3,0640.2%ETFTSMTaiwan Semiconductor Manufacturing$482,316$18,115 ▲3.9%2,1300.2%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$449,104$66,175 ▼-12.8%1,6220.2%ETFBACBank of America$448,054$5,915 ▼-1.3%9,4690.2%FinanceMAMastercard$432,385$5,623 ▲1.3%7690.2%Business ServicesDNLWisdomTree Global ex U.S. Quality Dividend Growth Fund$413,722$3,423 ▲0.8%10,2740.1%FinanceXOMExxon Mobil$406,658$26,521 ▼-6.1%3,7720.1%EnergyVSGXVanguard ESG International Stock ETF$405,319$328 ▲0.1%6,1880.1%ETFVEUVanguard FTSE All-World ex-US ETF$386,089$2,756 ▲0.7%5,7440.1%ETFIJHiShares Core S&P Mid-Cap ETF$348,134$4,404 ▼-1.2%5,6130.1%ETFORCLOracle$332,510$437 ▼-0.1%1,5210.1%Computer and TechnologyGSThe Goldman Sachs Group$318,984$707 ▲0.2%4510.1%FinanceABBVAbbVie$298,272$4,083 ▲1.4%1,6070.1%MedicalCOSTCostco Wholesale$295,4190.0%2980.1%Retail/WholesaleWMTWalmart$281,473$4,400 ▲1.6%2,8790.1%Retail/WholesaleISRGIntuitive Surgical$269,531$18,476 ▲7.4%4960.1%MedicalIBMInternational Business Machines$268,4720.0%9110.1%Computer and TechnologyLIFE360 INC$267,926$267,926 ▲New Holding4,1060.1%COMCSCOCisco Systems$250,496$10,339 ▼-4.0%3,6100.1%Computer and TechnologyPGProcter & Gamble$245,707$46,369 ▼-15.9%1,5420.1%Consumer StaplesJNJJohnson & Johnson$238,915$100,363 ▼-29.6%1,5640.1%MedicalPALANTIR TECHNOLOGIES INC$229,836$229,836 ▲New Holding1,6860.1%CL AHDHome Depot$226,703$11,005 ▲5.1%6180.1%Retail/WholesaleWFCWells Fargo & Company$221,880$221,880 ▲New Holding2,7690.1%FinanceIEFAiShares Core MSCI EAFE ETF$218,899$218,899 ▲New Holding2,6220.1%ETFABTAbbott Laboratories$217,494$11,562 ▲5.6%1,5990.1%MedicalTAT&T$217,1410.0%7,5030.1%Computer and TechnologyTMUST-Mobile US$214,6770.0%9010.1%Computer and TechnologyINTUIntuit$206,955$206,955 ▲New Holding2630.1%Computer and TechnologyCATCaterpillar$202,853$202,853 ▲New Holding5230.1%IndustrialsCOMPCompass$81,6400.0%13,0000.0%Computer and TechnologyWITWipro$81,051$41,972 ▼-34.1%26,8380.0%Computer and TechnologyLYGLloyds Banking Group$45,450$5,993 ▼-11.6%10,6940.0%FinanceMULTISENSOR AI HOLDINGS INC$19,635$22,032 ▼-52.9%32,8350.0%COMUNHUnitedHealth Group$0$393,198 ▼-100.0%00.0%MedicalCVXChevron$0$244,414 ▼-100.0%00.0%EnergyCPRTCopart$0$238,131 ▼-100.0%00.0%Business ServicesDHRDanaher$0$233,355 ▼-100.0%00.0%MedicalMRKMerck & Co., Inc.$0$216,462 ▼-100.0%00.0%MedicalKOCocaCola$0$201,224 ▼-100.0%00.0%Consumer StaplesCRMSalesforce$0$200,465 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
