Cherrydale Wealth Management, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $282 Million distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $78.5M, Dimensional ETF Tr U S Core Eq with a value of $41.9M, Ishares Core S&P Total U.S. St with a value of $24.8M, Dimensional ETF Tr with a value of $18.2M, and Vanguard Russell 1000 ETF with a value of $16.2M.
Examining the 13F form we can see an increase of $33.1M in the current position value, from $249M to 282M.
Below you can find more details about Cherrydale Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$282 Million
ETFs: $236 Million
Technology: $12.6 Million
Communication Services: $5.44 Million
Financial Services: $3.63 Million
Consumer Cyclical: $3.25 Million
Healthcare: $1.61 Million
Consumer Defensive: $821,000
Energy: $406,000
Other: $203,000
Stock Holdings Table Market Cap. of $200 Billions or more
