Cherrydale Wealth Management, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $312 Million distributed in 80 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 $87.8M, Dimensional ETF Tr U S Core Eq with a value of $44.8M, Ishares Core S&P Total U.S. St with a value of $26.9M, Dimensional ETF Tr with a value of $20.3M, and Vanguard Russell 1000 ETF with a value of $18.6M.
Examining the 13F form we can see an increase of $30M in the current position value, from $282M to 312M.
Below you can find more details about Cherrydale Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$312 Million
ETFs: $258 Million
Technology: $14.8 Million
Communication Services: $6.62 Million
Financial Services: $3.95 Million
Consumer Cyclical: $3.92 Million
Healthcare: $1.98 Million
Consumer Defensive: $804,000
Industrials: $662,000
Other: $651,000
Stock Holdings Table Market Cap. of $200 Billions or more
