Cherrydale Wealth Management, LLC Portfolio Holdings

Cherrydale Wealth Management, LLC

  • $317 Million
  • Q4 2025

Cherrydale Wealth Management, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $317 Million distributed in 79 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 $89.8M, Dimensional ETF Tr U S Core Eq with a value of $43.7M, Ishares Core S&P Total U.S. St with a value of $27.1M, Dimensional ETF Tr with a value of $21.9M, and Vanguard Russell 1000 ETF with a value of $20.4M.

Examining the 13F form we can see an increase of $5.46M in the current position value, from $312M to 317M.

Below you can find more details about Cherrydale Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $317 Million
ETFs: $262 Million
Technology: $15.2 Million
Communication Services: $6.3 Million
Financial Services: $4.05 Million
Consumer Cyclical: $3.33 Million
Healthcare: $2.42 Million
Consumer Defensive: $769,000
Industrials: $711,000
Other: $682,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$388B
$345,000 0.11% of portfolio
1,436
Q4 2025 Added 3.38%
$342B
$314,000 0.1% of portfolio
1,808
Q4 2025 Added 4.93%
$266B
$270,000 0.09% of portfolio
911
Q1 2025 Reduced 0.87%
$279B
$296,000 0.09% of portfolio
2,879
Q2 2025 Added 1.59%
$291B
$288,000 0.09% of portfolio
523
Q2 2025 New
$319B
$282,000 0.09% of portfolio
3,632
Q4 2025 Added 0.61%
$404B
$271,000 0.09% of portfolio
298
Q1 2025 Reduced 16.53%
$418B
$252,000 0.08% of portfolio
1,598
Q3 2025 New
$193B
$258,000 0.08% of portfolio
473
Q4 2025 Added 2.38%
$300B
$245,000 0.08% of portfolio
766
Q4 2025 Reduced 9.56%
$268B
$220,000 0.07% of portfolio
892
Q4 2025 New
$0
$230,000 0.07% of portfolio
921
Q4 2025 Reduced 81.98%
$235B
$207,000 0.07% of portfolio
2,230
Q4 2025 New
$0
$237,000 0.07% of portfolio
2,673
Q4 2025 Added 1.95%
$367B
$221,000 0.07% of portfolio
618
Q2 2025 Added 5.1%
$317B
$230,000 0.07% of portfolio
2,769
Q2 2025 New
$258B
$210,000 0.07% of portfolio
1,199
Q3 2025 New
$328B
$213,000 0.07% of portfolio
711
Q3 2025 New
$255B
$190,000 0.06% of portfolio
557
Q4 2025 New
$306B
$202,000 0.06% of portfolio
2,863
Q4 2025 New
$160B
$202,000 0.06% of portfolio
919
Q4 2025 New
$0
$205,000 0.06% of portfolio
304
Q3 2025 New
$81.3B
$51,000 0.02% of portfolio
10,694
Q2 2025 Reduced 11.65%
$14.5B
$78,000 0.02% of portfolio
29,521
Q4 2025 Added 12.49%
Life360 Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q4 2025 Added 10.69%
Pimco ETF Tr
-
$0 0.0% of portfolio
-
Q4 2025 Added 9.54%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $317 Million
  • Prior Value $312 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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