CHERRYDALE WEALTH MANAGEMENT, LLC

CIK

1907327

Location

HOBOKEN, NJ

Portfolio Value

Micro $44,589,855

Diversification

Diversified

Filing Date

Global Rank

#6,628 / 8,232 ▲ 176

Top Industry

Semiconductors 20.6%

3Y Alpha vs SPY

-0.5%

Period ended 2 months ago

Filed Apr 20, 2026 · 54d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.3%

SPY

+76.5%

Annualised alpha

-0.1%

Max drawdown

−22.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

46 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

29.6%

+8.1 pts

Top 5

55.3%

+3.4 pts

Top 10

72.2%

+1.1 pts

HHI

1,138

Diversified+328

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	35.8%	$15,944,459	3
Technology	29.2%	$13,026,007	14
Communication Services	10.5%	$4,679,442	4
Financial Services	7.8%	$3,480,094	8
Consumer Cyclical	6.1%	$2,709,277	3
Healthcare	4.9%	$2,186,742	6
Energy	2.1%	$918,179	2
Consumer Defensive	2.0%	$875,370	3
Industrials	1.7%	$770,285	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+6,326	22,842	$13,183,945
UNH	Unitedhealth Group Inc	+90	856	$231,625
MU	Micron Technology Inc	+67	959	$323,988
NFLX	Netflix Inc	+42	5,642	$542,478
JNJ	Johnson & Johnson	+32	1,940	$474,213
KO	Coca Cola Co	+25	2,888	$219,632
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+15	2,145	$724,902
ABBV	AbbVie Inc.	+13	1,620	$352,333
GE	General Electric Co	+7	718	$203,746
GS	Goldman Sachs Group Inc	+3	454	$384,079
COST	Costco Wholesale Corp /New	+3	301	$299,925
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WIT	Wipro Ltd	−14,757	14,764	$31,299
NVDA	Nvidia Corp	−1,763	19,524	$3,404,985
AAPL	Apple Inc.	−1,346	14,228	$3,610,924
BAC	Bank Of America Corp /De/	−1,268	8,228	$401,115
SPY	Spdr S&P 500 ETF Trust	−1,265	3,147	$2,046,619
MSFT	Microsoft Corp	−837	5,646	$2,089,979
GOOGL	Alphabet Inc.	−720	8,172	$2,349,940
CSCO	Cisco Systems, Inc.	−645	2,987	$231,761
V	Visa Inc.	−209	1,418	$428,576
CVX	Chevron Corp	−150	1,225	$253,452
BRK-B	Berkshire Hathaway Inc	−112	1,870	$896,104
MRK	Merck & Co., Inc.	−97	2,133	$256,578
WFC	Wells Fargo & Company/Mn	−92	2,677	$213,115
META	Meta Platforms, Inc.	−91	2,741	$1,568,208
PLTR	Palantir Technologies Inc.	−88	1,720	$251,601
MA	Mastercard Inc	−78	691	$345,265
JPM	Jpmorgan Chase & Co	−76	2,577	$758,050
XOM	Exxon Mobil Corp	−76	3,918	$664,727
TSLA	Tesla, Inc.	−73	1,656	$615,618
RTX	RTX Corp	−69	1,130	$217,977
AVGO	Broadcom Inc.	−68	3,732	$1,155,091
AMZN	Amazon Com Inc	−64	9,090	$1,893,174
AMD	Advanced Micro Devices Inc	−41	1,395	$283,784
CAT	Caterpillar Inc	−31	492	$348,562
ORCL	Oracle Corp	−27	1,494	$219,782
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	762	$260,443
T	At&T Inc.	7,548	$218,816
LRCX	Lam Research Corp	1,014	$216,651
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
LIF	Life360, Inc.	4,106	$263,358
HD	Home Depot, Inc.	618	$212,653
DHR	Danaher Corp /De/	919	$210,377
AXP	American Express Co	557	$206,062
ANET	Arista Networks, Inc.	1,540	$201,786
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 positions · $44,589,855 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	22,842	+6,326	$13,183,945	+29.9%	29.57%
AAPL	Apple Inc. Technology	Reduced	14,228	-1,346	$3,610,924	−14.7%	8.10%
NVDA	Nvidia Corp Technology	Reduced	19,524	-1,763	$3,404,985	−14.2%	7.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,172	-720	$2,349,940	−15.6%	5.27%
MSFT	Microsoft Corp Technology	Reduced	5,646	-837	$2,089,979	−33.3%	4.69%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,147	-1,265	$2,046,619	−32.0%	4.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,090	-64	$1,893,174	−10.4%	4.25%
META	Meta Platforms, Inc. Communication Services	Reduced	2,741	-91	$1,568,208	−16.1%	3.52%
AVGO	Broadcom Inc. Technology	Reduced	3,732	-68	$1,155,091	−12.2%	2.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,870	-112	$896,104	−10.1%	2.01%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,577	-76	$758,050	−11.3%	1.70%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,145	+15	$724,902	+12.0%	1.63%
GBTC	Grayscale Bitcoin Trust ETF	Held	13,531	0	$713,895	−22.8%	1.60%
XOM	Exxon Mobil Corp Energy	Reduced	3,918	-76	$664,727	+38.3%	1.49%
LLY	ELI LILLY & Co Healthcare	Reduced	716	-16	$658,555	−16.3%	1.48%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,656	-73	$615,618	−20.8%	1.38%
NFLX	Netflix Inc Communication Services	Added	5,642	+42	$542,478	+3.3%	1.22%
JNJ	Johnson & Johnson Healthcare	Added	1,940	+32	$474,213	+20.1%	1.06%
V	Visa Inc. Financial Services	Reduced	1,418	-209	$428,576	−24.9%	0.96%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	8,228	-1,268	$401,115	−23.2%	0.90%
GS	Goldman Sachs Group Inc Financial Services	Added	454	+3	$384,079	−3.1%	0.86%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,863	-16	$355,813	+10.9%	0.80%
ABBV	AbbVie Inc. Healthcare	Added	1,620	+13	$352,333	−4.0%	0.79%
CAT	Caterpillar Inc Industrials	Reduced	492	-31	$348,562	+16.3%	0.78%
MA	Mastercard Inc Financial Services	Reduced	691	-78	$345,265	−21.4%	0.77%
MU	Micron Technology Inc Technology	Added	959	+67	$323,988	+27.3%	0.73%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	301	+3	$299,925	+16.7%	0.67%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,395	-41	$283,784	−7.7%	0.64%
AMAT	Applied Materials Inc /De Technology	NEW	762	NEW	$260,443	NEW	0.58%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,133	-97	$256,578	+9.3%	0.58%
CVX	Chevron Corp Energy	Reduced	1,225	-150	$253,452	+20.9%	0.57%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,720	-88	$251,601	−21.7%	0.56%
CSCO	Cisco Systems, Inc. Technology	Reduced	2,987	-645	$231,761	−17.2%	0.52%
UNH	Unitedhealth Group Inc Healthcare	Added	856	+90	$231,625	−8.4%	0.52%
IBM	International Business Machines Corp Technology	Held	911	0	$220,817	−18.2%	0.50%
ORCL	Oracle Corp Technology	Reduced	1,494	-27	$219,782	−25.9%	0.49%
KO	Coca Cola Co Consumer Defensive	Added	2,888	+25	$219,632	+9.7%	0.49%
T	At&T Inc. Communication Services	NEW	7,548	NEW	$218,816	NEW	0.49%
RTX	RTX Corp Industrials	Reduced	1,130	-69	$217,977	−0.9%	0.49%
LRCX	Lam Research Corp Technology	NEW	1,014	NEW	$216,651	NEW	0.49%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	463	-10	$213,438	−20.3%	0.48%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	2,677	-92	$213,115	−17.4%	0.48%
GE	General Electric Co Industrials	Added	718	+7	$203,746	−7.0%	0.46%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	1,598	0	$200,485	−14.4%	0.45%
LYG	Lloyds Banking Group plc Financial Services	Held	10,694	0	$53,790	−5.1%	0.12%
WIT	Wipro Ltd Technology	Reduced	14,764	-14,757	$31,299	−62.7%	0.07%