CHERRYDALE WEALTH MANAGEMENT, LLC: 13F holdings
CIK 19073272026Q2
| Positions | 84 |
|---|
| Reported value | $382.2m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 84 (+7 vs prior quarter) |
|---|
| Reported value | $382.2m (+18.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 286,619 | $106.1m | 27.8% |
| DIMENSIONAL ETF TRUST | 1,089,916 | $48.3m | 12.7% |
| ITOT ISHARES TR | 180,880 | $29.7m | 7.8% |
| DFAX DIMENSIONAL ETF TRUST | 704,170 | $25.9m | 6.8% |
| VONE VANGUARD SCOTTSDALE FDS | 75,506 | $25.6m | 6.7% |
| VXUS VANGUARD STAR FDS | 254,952 | $21.8m | 5.7% |
| QQQ INVESCO QQQ TR | 23,656 | $17.4m | 4.6% |
| PAVE DIMENSIONAL ETF TRUST | 247,700 | $12.8m | 3.4% |
| EWJ ISHARES TR | 124,908 | $11.9m | 3.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 8,207 | $6.1m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1907327")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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