Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CHERRYDALE WEALTH MANAGEMENT, LLC (CIK 1907327) reported $382.2M across 84 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($106.1M, 27.75%), DFAC ($48.3M, 12.65%), ITOT ($29.7M, 7.77%), DFAX ($25.9M, 6.79%), VONE ($25.6M, 6.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $106.1M | 27.75% | 286,619 | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $48.3M | 12.65% | 1.1M | Added |
| 3 | ITOT | ISHARES TR | $29.7M | 7.77% | 180,880 | Added |
| 4 | DFAX | DIMENSIONAL ETF TRUST | $25.9M | 6.79% | 704,170 | Added |
| 5 | VONE | VANGUARD SCOTTSDALE FDS | $25.6M | 6.69% | 75,506 | Added |
| 6 | VXUS | VANGUARD STAR FDS | $21.8M | 5.70% | 254,952 | Added |
| 7 | QQQ | INVESCO QQQ TR | $17.4M | 4.56% | 23,656 | Added |
| 8 | DFAU | DIMENSIONAL ETF TRUST | $12.8M | 3.35% | 247,700 | Trimmed |
| 9 | IXUS | ISHARES TR | $11.9M | 3.12% | 124,908 | Trimmed |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $6.1M | 1.60% | 8,207 | Added |
| 11 | PYLD | PIMCO ETF TR | $5.7M | 1.49% | 214,006 | Added |
| 12 | IWB | ISHARES TR | $4.4M | 1.16% | 10,854 | Added |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | $4.3M | 1.12% | 51,701 | Added |
| 14 | VNQ | VANGUARD INDEX FDS | $4.2M | 1.09% | 43,134 | Added |
| 15 | AAPL | APPLE INC | $4.1M | 1.06% | 14,041 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $3.9M | 1.02% | 19,527 | Added |
| 17 | GOOGL | ALPHABET INC | $2.9M | 0.76% | 8,158 | Trimmed |
| 18 | VOO | VANGUARD INDEX FDS | $2.6M | 0.68% | 3,761 | Added |
| 19 | DUHP | DIMENSIONAL ETF TRUST | $2.4M | 0.62% | 57,007 | Added |
| 20 | AMZN | AMAZON COM INC | $2.3M | 0.61% | 9,846 | Added |
| 21 | MSFT | MICROSOFT CORP | $2.1M | 0.56% | 5,746 | Added |
| 22 | HIMU | BLACKROCK ETF TRUST II | $2.0M | 0.53% | 40,842 | Added |
| 23 | GOOG | ALPHABET INC | $1.9M | 0.49% | 5,262 | Added |
| 24 | DTD | WISDOMTREE TR | $1.8M | 0.46% | 18,789 | Added |
| 25 | ACWI | ISHARES TR | $1.7M | 0.44% | 10,717 | Added |
Source: SEC Form 13F filings · as of 2026-06-30