Cherrydale Wealth Management, LLC Portfolio Holdings

Cherrydale Wealth Management, LLC

  • $282 Million
  • Q2 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $282 Million
  • Prior Value $249 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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