Cherrydale Wealth Management, LLC Top Holdings and 13F Report (2025) About Cherrydale Wealth Management, LLCInvestment ActivityCherrydale Wealth Management, LLC has $252.90 million in total holdings as of March 31, 2025.Cherrydale Wealth Management, LLC owns shares of 73 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.29% of the portfolio was purchased this quarter.About 1.75% of the portfolio was sold this quarter.This quarter, Cherrydale Wealth Management, LLC has purchased 73 new stocks and bought additional shares in 31 stocks.Cherrydale Wealth Management, LLC sold shares of 32 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $67,312,132Dimensional U.S. Core Equity 2 ETF $38,358,291iShares Core S&P Total U.S. Stock Market ETF $23,833,792Vanguard Russell 1000 $16,475,003Dimensional World ex U.S. Core Equity 2 ETF $15,228,915 Largest New Holdings this Quarter 166764100 - Chevron $244,414 Holding872590104 - T-Mobile US $240,311 Holding00206R102 - AT&T $212,189 Holding191216100 - Coca-Cola $201,224 Holding002824100 - Abbott Laboratories $200,846 Holding Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 14,199 shares (about $1.73M)PIMCO Multi Sector Bond Active ETF 55,971 shares (about $1.47M)Invesco QQQ 1,532 shares (about $718.38K)Vanguard Russell 1000 2,492 shares (about $632.62K)iShares Russell 1000 ETF 1,868 shares (about $572.92K) Largest Sales this Quarter Vanguard Total International Stock ETF 17,727 shares (about $1.10M)Vanguard Total Stock Market ETF 2,563 shares (about $704.41K)Vanguard Real Estate ETF 3,280 shares (about $296.97K)Meta Platforms 336 shares (about $193.63K)iShares Core MSCI Total International Stock ETF 2,220 shares (about $154.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCherrydale Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$67,312,132$704,415 ▼-1.0%244,91426.6%ETFDFACDimensional U.S. Core Equity 2 ETF$38,358,291$58,359 ▲0.2%1,162,72515.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$23,833,792$1,732,419 ▲7.8%195,3439.4%ETFVONEVanguard Russell 1000$16,475,003$632,619 ▲4.0%64,8986.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$15,228,915$384,852 ▲2.6%581,2566.0%ETFVXUSVanguard Total International Stock ETF$13,286,478$1,100,846 ▼-7.7%213,9535.3%ETFIXUSiShares Core MSCI Total International Stock ETF$10,137,636$154,978 ▼-1.5%145,2184.0%ManufacturingDFAUDimensional US Core Equity Market ETF$9,421,848$42,668 ▲0.5%245,1053.7%ETFQQQInvesco QQQ$6,584,023$718,376 ▲12.2%14,0412.6%FinanceSPYSPDR S&P 500 ETF Trust$4,621,446$15,103 ▲0.3%8,2621.8%FinanceVNQVanguard Real Estate ETF$3,966,294$296,972 ▼-7.0%43,8071.6%ETFAAPLApple$3,453,508$528,233 ▲18.1%15,5471.4%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$3,314,178$1,474,839 ▲80.2%125,7751.3%ETFMSFTMicrosoft$2,377,872$95,731 ▼-3.9%6,3340.9%Computer and TechnologyNVDANVIDIA$2,326,343$9,862 ▼-0.4%21,4650.9%Computer and TechnologyAMZNAmazon.com$2,053,666$445,779 ▲27.7%10,7940.8%Retail/WholesaleVOOVanguard S&P 500 ETF$1,514,410$5,653 ▲0.4%2,9470.6%ETFDUHPDimensional US High Profitability ETF$1,429,622$54,449 ▲4.0%43,1390.6%ETFDTDWisdomTree Total U.S. Dividend Fund$1,426,647$6,464 ▲0.5%18,5400.6%FinanceMETAMeta Platforms$1,410,733$193,630 ▼-12.1%2,4480.6%Computer and TechnologyGOOGLAlphabet$1,359,987$36,338 ▼-2.6%8,7950.5%Computer and TechnologyACWIiShares MSCI ACWI ETF$1,219,1430.0%10,4750.5%ManufacturingVOTVanguard Mid-Cap Growth ETF$1,189,263$136,762 ▲13.0%4,8610.5%ETFVBVanguard Small-Cap ETF$1,092,267$4,656 ▲0.4%4,9260.4%ETFGOVTiShares U.S. Treasury Bond ETF$931,867$97,687 ▲11.7%40,5420.4%ETFBRK.BBerkshire Hathaway$895,800$8,521 ▼-0.9%1,6820.4%FinanceGRAYSCALE BITCOIN TRUST ETF$881,8150.0%13,5310.3%SHS REP COM UTIWBiShares Russell 1000 ETF$806,314$572,915 ▲245.5%2,6290.3%ETFDFUVDimensional US Marketwide Value ETF$743,656$1,896 ▲0.3%18,0460.3%ETFESGVVanguard ESG US Stock ETF$739,349$1,959 ▲0.3%7,5480.3%ETFGOOGAlphabet$726,435$469 ▲0.1%4,6500.3%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$669,602$166,460 ▲33.1%8,1900.3%ETFJPMJPMorgan Chase & Co.$647,074$83,398 ▼-11.4%2,6380.3%FinanceAVGOBroadcom$645,217$51,899 ▼-7.4%3,8540.3%Computer and TechnologyLLYEli Lilly and Company$606,844$4,954 ▼-0.8%7350.2%MedicalVONGVanguard Russell 1000 Growth ETF$570,253$835 ▲0.1%6,1460.2%ETFVVisa$532,779$4,557 ▼-0.8%1,5200.2%Business ServicesNFLXNetflix$522,217$4,663 ▼-0.9%5600.2%Consumer DiscretionaryXOMExxon Mobil$477,901$42,581 ▲9.8%4,0180.2%EnergyVBKVanguard Small-Cap Growth ETF$468,460$755 ▲0.2%1,8610.2%ETFTSLATesla$442,904$6,997 ▼-1.6%1,7090.2%Auto/Tires/TrucksMAMastercard$416,270$7,130 ▼-1.7%7590.2%Business ServicesBACBank of America$400,374$18,070 ▼-4.3%9,5940.2%FinanceUNHUnitedHealth Group$393,198$40,838 ▼-9.4%7510.2%MedicalJNJJohnson & Johnson$368,346$76,290 ▲26.1%2,2210.1%MedicalVSGXVanguard ESG International Stock ETF$364,672$2,359 ▲0.7%6,1830.1%ETFDNLWisdomTree Global ex U.S. Quality Dividend Growth Fund$363,447$1,998 ▲0.6%10,1890.1%FinanceVEUVanguard FTSE All-World ex-US ETF$345,916$1,092 ▲0.3%5,7030.1%ETFTSMTaiwan Semiconductor Manufacturing$340,221$82,317 ▼-19.5%2,0500.1%Computer and TechnologyABBVAbbVie$332,0680.0%1,5850.1%MedicalIJHiShares Core S&P Mid-Cap ETF$331,669$4,260 ▼-1.3%5,6840.1%ETFPGProcter & Gamble$312,418$19,430 ▼-5.9%1,8330.1%Consumer StaplesCOSTCostco Wholesale$282,241$55,880 ▼-16.5%2980.1%Retail/WholesaleWMTWalmart$248,765$3,511 ▼-1.4%2,8340.1%Retail/WholesaleGSThe Goldman Sachs Group$246,014$547 ▼-0.2%4500.1%FinanceCVXChevron$244,414$244,414 ▲New Holding1,4610.1%EnergyTMUST-Mobile US$240,311$240,311 ▲New Holding9010.1%Computer and TechnologyCPRTCopart$238,1310.0%4,2080.1%Business ServicesDHRDanaher$233,355$14,559 ▼-5.9%1,1380.1%MedicalCSCOCisco Systems$231,998$926 ▼-0.4%3,7590.1%Computer and TechnologyISRGIntuitive Surgical$228,815$1,486 ▼-0.6%4620.1%MedicalIBMInternational Business Machines$226,468$1,989 ▼-0.9%9110.1%Computer and TechnologyMRKMerck & Co., Inc.$216,462$4,846 ▲2.3%2,4120.1%MedicalHDHome Depot$215,616$733 ▲0.3%5880.1%Retail/WholesaleORCLOracle$212,914$1,678 ▼-0.8%1,5230.1%Computer and TechnologyTAT&T$212,189$212,189 ▲New Holding7,5030.1%Computer and TechnologyKOCoca-Cola$201,224$201,224 ▲New Holding2,8100.1%Consumer StaplesABTAbbott Laboratories$200,846$200,846 ▲New Holding1,5140.1%MedicalCRMSalesforce$200,465$18,517 ▲10.2%7470.1%Computer and TechnologyWITWipro$124,652$1,322 ▼-1.0%40,7360.0%Computer and TechnologyCOMPCompass$113,490$68,120 ▼-37.5%13,0000.0%Computer and TechnologyMULTISENSOR AI HOLDINGS INC$64,808$5,147 ▼-7.4%69,6790.0%COMLYGLloyds Banking Group$46,2370.0%12,1040.0%FinanceABNBAirbnb$0$382,140 ▼-100.0%00.0%Consumer DiscretionaryLIFE360 INC$0$339,858 ▼-100.0%00.0%COMCATCaterpillar$0$209,869 ▼-100.0%00.0%IndustrialsACNAccenture$0$200,374 ▼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$200,363 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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