CHERRYDALE WEALTH MANAGEMENT, LLC
Filing Date
Global Rank
#6,725
/ 8,517
▲ 120
Top Industry
Semiconductors
23.9%
3Y Alpha vs SPY
+21.2%
Period ended 46 days ago
Filed Jul 13, 2026 · 33d
19 quarters · since Dec 2021
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+186.8%
SPY
+75.3%
Annualised alpha
+21.5%
Max drawdown
−19.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
28.9%
−0.3 pts
Top 5
57.2%
−8.4 pts
Top 10
71.4%
−7.4 pts
HHI
1,121
Diversified−275
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 40.2% | $24,164,950 |
| Technology | 31.3% | $18,832,876 |
| Communication Services | 8.1% | $4,859,805 |
| Financial Services | 6.4% | $3,866,789 |
| Consumer Cyclical | 5.1% | $3,051,200 |
| Healthcare | 3.9% | $2,376,409 |
| Industrials | 2.4% | $1,450,616 |
| Consumer Defensive | 1.4% | $838,919 |
| Energy | 1.2% | $738,422 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +5,060 | 8,207 | $6,128,741 | |
| QQQ | Invesco Qqq Trust, Series 1 | +814 | 23,656 | $17,420,278 | |
| AMZN | Amazon Com Inc | +756 | 9,846 | $2,346,695 | |
| MSFT | Microsoft Corp | +100 | 5,746 | $2,143,372 | |
| IBM | International Business Machines Corp | +57 | 968 | $272,211 | |
| V | Visa Inc. | +43 | 1,461 | $501,254 | |
| AMD | Advanced Micro Devices Inc | +27 | 1,422 | $826,054 | |
| BAC | Bank Of America Corp /De/ | +26 | 8,254 | $470,312 | |
| MA | Mastercard Inc | +25 | 716 | $367,737 | |
| TSLA | Tesla, Inc. | +19 | 1,675 | $704,505 | |
| ORCL | Oracle Corp | +17 | 1,511 | $221,437 | |
| MU | Micron Technology Inc | +13 | 972 | $1,121,969 | |
| KO | Coca Cola Co | +11 | 2,899 | $235,601 | |
| BRK-B | Berkshire Hathaway Inc | +10 | 1,880 | $940,733 | |
| CSCO | Cisco Systems, Inc. | +8 | 2,995 | $351,792 | |
| UNH | Unitedhealth Group Inc | +4 | 860 | $357,441 | |
| NVDA | Nvidia Corp | +3 | 19,527 | $3,907,157 | |
| AMAT | Applied Materials Inc /De | +2 | 764 | $552,372 | |
| JPM | Jpmorgan Chase & Co | +2 | 2,579 | $844,184 | |
| MRK | Merck & Co., Inc. | +1 | 2,134 | $274,219 | |
| LLY | ELI LILLY & Co | +1 | 717 | $859,991 | |
| CAT | Caterpillar Inc | +1 | 493 | $524,995 | |
| JNJ | Johnson & Johnson | +1 | 1,941 | $492,955 | |
| RTX | RTX Corp | +1 | 1,131 | $214,584 | |
| META | Meta Platforms, Inc. | +1 | 2,742 | $1,544,541 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −5,274 | 8,158 | $2,915,424 | |
| AAPL | Apple Inc. | −187 | 14,041 | $4,062,903 | |
| ABBV | AbbVie Inc. | −63 | 1,557 | $391,803 | |
| NFLX | Netflix Inc | −42 | 5,600 | $399,840 | |
| AVGO | Broadcom Inc. | −16 | 3,716 | $1,403,719 | |
| WMT | Walmart Inc. | −14 | 2,849 | $322,677 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −14 | 2,131 | $1,017,701 | |
| LRCX | Lam Research Corp | −5 | 1,009 | $437,229 | |
| WFC | Wells Fargo & Company/Mn | −2 | 2,675 | $221,062 | |
| COST | Costco Wholesale Corp /New | −1 | 300 | $280,641 | |
| CVX | Chevron Corp | −1 | 1,224 | $202,890 | |
| XOM | ExxonMobil Holdings Corp | −1 | 3,917 | $535,532 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KLAC | Kla Corp | 1,149 | $346,664 | |
| INTC | Intel Corp | 2,451 | $342,233 | |
| GLW | Corning Inc /Ny | 1,257 | $321,075 | |
| WDC | Western Digital Corp | 450 | $287,424 | |
| STX | Seagate Technology Holdings plc | 287 | $276,955 | |
| SNDK | Sandisk Corp | 111 | $252,384 | |
| ANET | Arista Networks, Inc. | 1,425 | $242,079 | |
| GEV | GE Vernova Inc. | 198 | $232,622 | |
| LIF | Life360, Inc. | 4,106 | $227,308 | |
| ASML | Asml Holding NV | 110 | $218,838 | |
| ETN | Eaton Corp plc | 493 | $210,077 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VXUS | Vanguard Total International Stock ETF | 251,310 | $19,378,514 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 5,880 | $441,588 | |
| PLTR | Palantir Technologies Inc. | 1,720 | $251,601 | |
| VB | Vanguard Morningstar Small-Cap ETF | 921 | $241,228 | |
| T | At&T Inc. | 7,548 | $218,816 | |
| ISRG | Intuitive Surgical Inc | 463 | $213,438 | |
| BABA | Alibaba Group Holding Ltd | 1,598 | $200,485 | |
| WIT | Wipro Ltd | 14,764 | $31,299 | |
| No positions match the current search. | ||||
52 tracked positions ·
$60,179,986 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Showing 1–50
of 52 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 23,656 | $17,420,278 | 28.95% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 8,207 | $6,128,741 | 10.18% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 14,041 | $4,062,903 | 6.75% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 19,527 | $3,907,157 | 6.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 8,158 | $2,915,424 | 4.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,846 | $2,346,695 | 3.90% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,746 | $2,143,372 | 3.56% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,742 | $1,544,541 | 2.57% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 3,716 | $1,403,719 | 2.33% | |
| MU |
Micron Technology Inc
Technology
|
Added | 972 | $1,121,969 | 1.86% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,131 | $1,017,701 | 1.69% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,880 | $940,733 | 1.56% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 717 | $859,991 | 1.43% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,579 | $844,184 | 1.40% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,422 | $826,054 | 1.37% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,675 | $704,505 | 1.17% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Held | 13,531 | $615,931 | 1.02% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 764 | $552,372 | 0.92% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 3,917 | $535,532 | 0.89% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 493 | $524,995 | 0.87% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,461 | $501,254 | 0.83% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,941 | $492,955 | 0.82% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 8,254 | $470,312 | 0.78% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 454 | $459,161 | 0.76% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 1,009 | $437,229 | 0.73% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 5,600 | $399,840 | 0.66% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,557 | $391,803 | 0.65% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 716 | $367,737 | 0.61% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 860 | $357,441 | 0.59% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 2,995 | $351,792 | 0.58% | |
| KLAC |
Kla Corp
Technology
|
NEW | 1,149 | $346,664 | 0.58% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,451 | $342,233 | 0.57% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,849 | $322,677 | 0.54% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,257 | $321,075 | 0.53% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 450 | $287,424 | 0.48% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 300 | $280,641 | 0.47% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 287 | $276,955 | 0.46% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 2,134 | $274,219 | 0.46% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 968 | $272,211 | 0.45% | |
| GE |
General Electric Co
Industrials
|
Held | 718 | $268,338 | 0.45% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 111 | $252,384 | 0.42% | |
| ANET |
Arista Networks, Inc.
Technology
|
NEW | 1,425 | $242,079 | 0.40% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 2,899 | $235,601 | 0.39% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 198 | $232,622 | 0.39% | |
| LIF |
Life360, Inc.
Technology
|
NEW | 4,106 | $227,308 | 0.38% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,511 | $221,437 | 0.37% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 2,675 | $221,062 | 0.37% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 110 | $218,838 | 0.36% | |
| RTX |
RTX Corp
Industrials
|
Added | 1,131 | $214,584 | 0.36% | |
| ETN |
Eaton Corp plc
Industrials
|
NEW | 493 | $210,077 | 0.35% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.