account_balance

Investment manager · 13F filer · SEC CIK 1907327

Cherrydale Wealth Management, LLC

Reported value$386Mas of Sep 30, 2026

Positions82 3 new, 5 sold out

Top 10 weight80.7%VTI alone is 28%

FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VTIVanguard Index FDS

28.1%

DFACDimensional ETF Trust

12.6%

ITOTiShares Tr

7.8%

DFAXDimensional ETF Trust

7.0%Added +4%

VONEVanguard Scottsdale FDS

6.9%

VXUSVanguard Star FDS

5.7%Added +2%

QQQInvesco QQQ Tr

4.7%Added +3%

DFAUDimensional ETF Trust

3.4%

IXUSiShares Tr

3.0%

PYLD1.6%

SPY1.6%AAPL1.2%

VTIVanguard Index FDS

28.1%

DFACDimensional ETF Trust

12.6%

ITOTiShares Tr

7.8%

DFAXDimensional ETF Trust

7.0%+4%

VONEVanguard Scottsdale FDS

6.9%

VXUSVanguard Star FDS

5.7%

QQQ4.7%

DFAU3.4%

IXUS3.0%

PYLD

SPY1.6%AAPL

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VTI Vanguard Index FDS 28.1% Held

DFAC Dimensional ETF Trust 12.6% Held

ITOT iShares Tr 7.8% Held

DFAX Dimensional ETF Trust 7.0% Added +4%

VONE Vanguard Scottsdale FDS 6.9% Held

VXUS Vanguard Star FDS 5.7% Added +2%

QQQ Invesco QQQ Tr 4.7% Added +3%

DFAU Dimensional ETF Trust 3.4% Held

IXUS iShares Tr 3.0% Held

PYLD Pimco ETF Tr 1.6% Added +15%

SPY SPDR S&P 500 ETF Trust 1.6% Held AAPL Apple Inc. 1.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 13, 2026 filing

add_circleNew

PLTR $342K
MPC $229K
AMGN $215K

arrow_upwardAdded

PYLD +15%
DFAX +4%
VONG +4%
QQQ +3%

arrow_downwardTrimmed

VOT −2%

remove_circleSold out

DUHP $2.38M
GLW $321K
SNDK $252K
GEV $233K

Cherrydale Wealth Management, LLC

Where the money is

Biggest moves since Jun 30, 2026

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