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 $323.7M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($89.7M, 27.71%), DFAC ($42.0M, 12.98%), ITOT ($25.7M, 7.95%), DFAX ($23.2M, 7.16%), VONE ($21.6M, 6.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $89.7M | 27.71% | 279,602 | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $42.0M | 12.98% | 1.1M | Trimmed |
| 3 | ITOT | ISHARES TR | $25.7M | 7.95% | 180,719 | Trimmed |
| 4 | DFAX | DIMENSIONAL ETF TRUST | $23.2M | 7.16% | 681,936 | Trimmed |
| 5 | VONE | VANGUARD SCOTTSDALE FDS | $21.6M | 6.66% | 73,093 | Added |
| 6 | VXUS | VANGUARD STAR FDS | $19.4M | 5.99% | 251,310 | Added |
| 7 | QQQ | INVESCO QQQ TR | $13.2M | 4.07% | 22,842 | Added |
| 8 | DFAU | DIMENSIONAL ETF TRUST | $11.2M | 3.46% | 247,978 | Trimmed |
| 9 | IXUS | ISHARES TR | $10.9M | 3.36% | 125,376 | Trimmed |
| 10 | PYLD | PIMCO ETF TR | $5.3M | 1.64% | 202,142 | Added |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $4.1M | 1.27% | 49,502 | Added |
| 12 | IWB | ISHARES TR | $3.9M | 1.19% | 10,832 | Trimmed |
| 13 | VNQ | VANGUARD INDEX FDS | $3.8M | 1.16% | 42,424 | Trimmed |
| 14 | AAPL | APPLE INC | $3.6M | 1.12% | 14,228 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $3.4M | 1.05% | 19,524 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $2.4M | 0.73% | 8,172 | Trimmed |
| 17 | VOO | VANGUARD INDEX FDS | $2.2M | 0.69% | 3,750 | Added |
| 18 | MSFT | MICROSOFT CORP | $2.1M | 0.65% | 5,646 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $2.0M | 0.63% | 3,147 | Trimmed |
| 20 | DUHP | DIMENSIONAL ETF TRUST | $2.0M | 0.63% | 55,194 | Added |
| 21 | HIMU | BLACKROCK ETF TRUST II | $2.0M | 0.60% | 40,651 | Added |
| 22 | AMZN | AMAZON COM INC | $1.9M | 0.58% | 9,090 | Trimmed |
| 23 | DTD | WISDOMTREE TR | $1.6M | 0.50% | 18,696 | Added |
| 24 | META | META PLATFORMS INC | $1.6M | 0.48% | 2,741 | Trimmed |
| 25 | GOOG | ALPHABET INC | $1.5M | 0.47% | 5,260 | Added |
Source: SEC Form 13F filings · as of 2026-03-31