Cherrydale Wealth Management, LLC Incresed Positions in Q4 2025

Cherrydale Wealth Management, LLC

  • $317 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
4.68K
+ 1.75%
$321.8 - $337.95 $1.51M - $1.58M
272K $89.8M
VONE
Vanguard Russell 1000 ETF

ETFs
5.51K
+ 8.96%
$296.54 - $311.51 $1.63M - $1.72M
67K $20.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.58K
+ 18.51%
$589.5 - $635.77 $1.52M - $1.64M
16.5K $9.97M
DFAX
Dimensional ETF Tr
36.3K
+ 5.6%
$30.71 - $32.34 $1.11M - $1.17M
684K $21.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.3K
+ 3.51%
$72.17 - $75.74 $599K - $628K
244K $18.3M
IXUS
Ishares Tr

ETFs
4.48K
+ 3.54%
$81.21 - $85.27 $364K - $382K
131K $11M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.14K
+ 17.13%
$83.45 - $84.82 $429K - $436K
35.1K $2.94M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.01%
$236.57 - $291.31 $237 - $291
8.89K $2.46M
ITOT
Ishares Core S&P Total U.S. St

ETFs
863
+ 0.47%
$142.79 - $150.05 $123K - $129K
185K $27.1M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.04%
$237.49 - $291.74 $475 - $583
5.26K $1.5M
AVGO
Broadcom Inc.

Technology
34
+ 0.9%
$324.63 - $385.98 $11K - $13.1K
3.8K $1.3M
DFAU
Dimensional ETF Tr

ETFs
170
+ 0.07%
$44.77 - $47.01 $7.61K - $7.99K
250K $11.5M
ISRG
Intuitive Surgical Inc

Healthcare
11
+ 2.38%
$429.59 - $576.2 $4.73K - $6.34K
473 $258K
CSCO
Cisco Systems, Inc.

Technology
22
+ 0.61%
$67.46 - $78.0 $1.48K - $1.72K
3.63K $282K
ACWI
Ishares Msci Acwi ETF

ETFs
94
+ 0.89%
$135.71 - $142.56 $12.8K - $13.4K
10.6K $1.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 0.55%
$600.51 - $631.95 $12K - $12.6K
3.63K $2.24M
XOM
Exxon Mobil Corp

Energy
60
+ 1.53%
$110.64 - $119.78 $6.64K - $7.19K
3.99K $470K
VEU
Vanguard Ftse All World Ex Us

ETFs
99
+ 1.72%
$70.2 - $73.89 $6.95K - $7.32K
5.87K $428K
DUHP
Dimensional ETF Tr Dimensional

ETFs
450
+ 0.82%
$37.18 - $38.47 $16.7K - $17.3K
55.1K $2.07M
WIT
Wipro LTD

Technology
3.28K
+ 12.49%
$2.58 - $2.74 $8.46K - $8.98K
29.5K $78K
IEFA
Ishares Tr

ETFs
51
+ 1.95%
$86.09 - $89.88 $4.39K - $4.58K
2.67K $237K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
105
+ 0.57%
$82.16 - $84.87 $8.63K - $8.91K
18.6K $1.56M
DNL
Wiswisdomtree Tr

ETFs
59
+ 0.57%
$39.73 - $41.86 $2.34K - $2.47K
10.4K $423K
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.27%
$653.02 - $687.39 $7.84K - $8.25K
4.41K $2.94M
VONG
Vanguard Russell 1000 Growth E

ETFs
7
+ 0.11%
$118.2 - $126.51 $827 - $886
6.17K $747K
CVX
Chevron Corp

Energy
34
+ 2.54%
$148.9 - $157.72 $5.06K - $5.36K
1.38K $212K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4
+ 0.17%
$426.99 - $455.46 $1.71K - $1.82K
2.39K $1.04M
PLTR
Palantir Technologies Inc.

Technology
85
+ 4.93%
$172.14 - $207.18 $14.6K - $17.6K
1.81K $314K
Blackrock ETF Trust Ii
3.1K
+ 10.69%
N/A
32.1K $0
Pimco ETF Tr
15K
+ 9.54%
N/A
172K $0
BAC
Bank Of America Corp

Financial Services
13
+ 0.14%
$48.65 - $54.11 $632 - $703
9.5K $488K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
28
+ 0.5%
$63.25 - $66.24 $1.77K - $1.85K
5.66K $363K
NFLX
Netflix Inc

Communication Services
5.04K
+ 900.0%
$110.29 - $1241.35 $556K - $6.26M
5.6K $617K
VOT
Vanguard Mid Cap Growth Index

ETFs
93
+ 1.55%
$279.76 - $298.12 $26K - $27.7K
6.1K $1.71M
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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