Cherrydale Wealth Management, LLC Top Holdings and 13F Report (2025) About Cherrydale Wealth Management, LLCInvestment ActivityCherrydale Wealth Management, LLC has $258.49 million in total holdings as of December 31, 2024.Cherrydale Wealth Management, LLC owns shares of 73 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 8.50% of the portfolio was purchased this quarter.About 3.63% of the portfolio was sold this quarter.This quarter, Cherrydale Wealth Management, LLC has purchased 69 new stocks and bought additional shares in 43 stocks.Cherrydale Wealth Management, LLC sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $71,721,366Dimensional U.S. Core Equity 2 ETF $40,157,452iShares Core S&P Total U.S. Stock Market ETF $23,298,695Vanguard Russell 1000 $16,644,958Dimensional World ex U.S. Core Equity 2 ETF $14,084,851 Largest New Holdings this Quarter Vanguard Russell 1000 Growth ETF $633,944 HoldingAirbnb $382,140 HoldingLIFE360 INC $339,858 HoldingSalesforce $226,676 HoldingCisco Systems $223,450 Holding Largest Purchases this Quarter Vanguard Russell 1000 25,438 shares (about $6.78M)Vanguard Total Stock Market ETF 18,455 shares (about $5.35M)Invesco QQQ 6,585 shares (about $3.37M)PIMCO Multi Sector Bond Active ETF 59,277 shares (about $1.54M)Vanguard Russell 1000 Growth ETF 6,137 shares (about $633.94K) Largest Sales this Quarter Vanguard Total International Stock ETF 42,885 shares (about $2.53M)Tesla 5,583 shares (about $2.25M)Dimensional World ex U.S. Core Equity 2 ETF 55,924 shares (about $1.39M)iShares Core MSCI Total International Stock ETF 19,334 shares (about $1.28M)Meta Platforms 1,057 shares (about $618.81K) 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$71,721,366$5,348,448 ▲8.1%247,47727.7%ETFDFACDimensional U.S. Core Equity 2 ETF$40,157,452$168,384 ▲0.4%1,160,95615.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$23,298,695$266,114 ▲1.2%181,1449.0%ETFVONEVanguard Russell 1000$16,644,958$6,784,835 ▲68.8%62,4066.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$14,084,851$1,390,270 ▼-9.0%566,5675.4%ETFVXUSVanguard Total International Stock ETF$13,652,918$2,527,216 ▼-15.6%231,6805.3%ETFDFAUDimensional US Core Equity Market ETF$9,879,349$36,967 ▲0.4%243,9953.8%ETFIXUSiShares Core MSCI Total International Stock ETF$9,751,530$1,278,748 ▼-11.6%147,4383.8%ManufacturingQQQInvesco QQQ$6,395,199$3,366,567 ▲111.2%12,5092.5%FinanceSPYSPDR S&P 500 ETF Trust$4,826,243$14,652 ▲0.3%8,2351.9%FinanceVNQVanguard Real Estate ETF$4,194,524$205,241 ▲5.1%47,0871.6%ETFAAPLApple$3,297,686$186,558 ▲6.0%13,1691.3%Computer and TechnologyNVDANVIDIA$2,894,714$21,755 ▲0.8%21,5561.1%Computer and TechnologyMSFTMicrosoft$2,777,210$113,803 ▲4.3%6,5891.1%Computer and TechnologyAMZNAmazon.com$1,854,065$210,395 ▲12.8%8,4510.7%Retail/WholesalePYLDPIMCO Multi Sector Bond Active ETF$1,809,316$1,536,457 ▲563.1%69,8040.7%ETFGOOGLAlphabet$1,709,392$317,648 ▼-15.7%9,0300.7%Computer and TechnologyMETAMeta Platforms$1,629,860$618,808 ▼-27.5%2,7840.6%Computer and TechnologyVOOVanguard S&P 500 ETF$1,582,204$299,627 ▲23.4%2,9360.6%ETFDUHPDimensional US High Profitability ETF$1,402,158$296,475 ▲26.8%41,4960.5%ETFDTDWisdomTree Total U.S. Dividend Fund$1,400,109$7,662 ▲0.6%18,4560.5%FinanceACWIiShares MSCI ACWI ETF$1,230,769$11,045 ▲0.9%10,4750.5%ManufacturingVBVanguard Small-Cap ETF$1,178,663$7,690 ▲0.7%4,9050.5%ETFVOTVanguard Mid-Cap Growth ETF$1,091,714$2,030 ▲0.2%4,3020.4%ETFGRAYSCALE BITCOIN TRUST ETF$1,001,5650.0%13,5310.4%SHS REP COM UTAVGOBroadcom$965,307$130,748 ▲15.7%4,1640.4%Computer and TechnologyGOOGAlphabet$884,921$571 ▲0.1%4,6470.3%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$833,986$96,883 ▲13.1%36,2920.3%ETFESGVVanguard ESG US Stock ETF$789,649$78,357 ▲11.0%7,5280.3%ETFBRK.BBerkshire Hathaway$769,669$3,173 ▲0.4%1,6980.3%FinanceDFUVDimensional US Marketwide Value ETF$736,555$3,028 ▲0.4%18,0000.3%ETFJPMJPMorgan Chase & Co.$713,830$75,985 ▲11.9%2,9780.3%FinanceTSLATesla$701,066$2,254,638 ▼-76.3%1,7360.3%Auto/Tires/TrucksVONGVanguard Russell 1000 Growth ETF$633,944$633,944 ▲New Holding6,1370.2%ETFLLYEli Lilly and Company$571,865$2,315 ▲0.4%7410.2%MedicalVBKVanguard Small-Cap Growth ETF$520,274$840 ▲0.2%1,8580.2%ETFNFLXNetflix$503,5960.0%5650.2%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$502,716$14,809 ▼-2.9%2,5460.2%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$494,009$197,796 ▼-28.6%6,1540.2%ETFVVisa$484,561$3,161 ▲0.7%1,5330.2%Business ServicesBACBank of America$440,686$17,536 ▲4.1%10,0270.2%FinanceUNHUnitedHealth Group$419,224$4,551 ▲1.1%8290.2%MedicalMAMastercard$406,750$3,161 ▲0.8%7720.2%Business ServicesXOMExxon Mobil$393,743$59,169 ▼-13.1%3,6600.2%EnergyABNBAirbnb$382,140$382,140 ▲New Holding2,9080.1%Consumer DiscretionaryDNLWisdomTree Global ex U.S. Quality Dividend Growth Fund$364,581$1,367 ▲0.4%10,1330.1%FinanceIJHiShares Core S&P Mid-Cap ETF$358,708$153,901 ▲75.1%5,7570.1%ETFVSGXVanguard ESG International Stock ETF$348,329$75,756 ▼-17.9%6,1430.1%ETFLIFE360 INC$339,858$339,858 ▲New Holding8,2350.1%COMCOSTCostco Wholesale$327,494$50,454 ▲18.2%3570.1%Retail/WholesalePGProcter & Gamble$326,452$22,132 ▲7.3%1,9470.1%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$326,380$3,559 ▼-1.1%5,6850.1%ETFABBVAbbVie$281,636$4,265 ▲1.5%1,5850.1%MedicalDHRDanaher$277,416$7,572 ▲2.8%1,2090.1%MedicalWMTWalmart$259,6330.0%2,8740.1%Retail/WholesaleGSThe Goldman Sachs Group$258,190$572 ▲0.2%4510.1%FinanceORCLOracle$255,7720.0%1,5350.1%Computer and TechnologyJNJJohnson & Johnson$254,689$35,000 ▼-12.1%1,7610.1%MedicalIWBiShares Russell 1000 ETF$245,043$966 ▲0.4%7610.1%ETFISRGIntuitive Surgical$242,7110.0%4650.1%MedicalCPRTCopart$241,4970.0%4,2080.1%Business ServicesMRKMerck & Co., Inc.$234,531$597 ▼-0.3%2,3580.1%MedicalHDHome Depot$228,075$3,114 ▲1.4%5860.1%Retail/WholesaleCRMSalesforce$226,676$226,676 ▲New Holding6780.1%Computer and TechnologyCSCOCisco Systems$223,450$223,450 ▲New Holding3,7740.1%Computer and TechnologyCATCaterpillar$209,8690.0%5790.1%IndustrialsIBMInternational Business Machines$201,970$3,077 ▲1.5%9190.1%Computer and TechnologyACNAccenture$200,374$200,374 ▲New Holding5700.1%Computer and TechnologyNOWServiceNow$200,363$200,363 ▲New Holding1890.1%Computer and TechnologyWITWipro$145,735$72,868 ▲100.0%41,1680.1%Computer and TechnologyMULTISENSOR AI HOLDINGS INC$138,392$138,392 ▲New Holding75,2130.1%COMCOMPCompass$121,6980.0%20,8030.0%Computer and TechnologyLYGLloyds Banking Group$32,9230.0%12,1040.0%FinanceKOCoca-Cola$0$216,630 ▼-100.0%00.0%Consumer StaplesADBEAdobe$0$202,452 ▼-100.0%00.0%Computer and TechnologyUMCUnited Microelectronics$0$104,375 ▼-100.0%00.0%Computer and TechnologyGRAYSCALE BITCOIN MINI TR BT$0$76,180 ▼-100.0%00.0%SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
