CHERRYDALE WEALTH MANAGEMENT, LLC

Registered adviser

CIK

1907327

Location

HOBOKEN, NJ

Portfolio Value

Small $385,883,528

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,404 / 8,814 ▲ 379 · as of Jun 2026

Top Industry

Semiconductors 22.9%

Period ended 22 days ago

Filed Oct 20, 2026 · 2d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 171541

Roster of Oct 1, 2026

Regulatory AUM

$495,485,499

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Oct 2026	$495,485,499	Individuals and high net worth (100%)
Feb 2025 to Jan 2026	$407,079,669	Individuals and high net worth (100%)
Feb 2024 to Jan 2025	$328,377,353	Individuals and high net worth (100%)
May 2023 to Jan 2024	$232,427,660	Individuals and high net worth (100%)
Mar 2023 to Apr 2023	$232,427,660	Individuals and high net worth (100%)
Jun 2022 to Feb 2023	$254,014,377	Individuals and high net worth (100%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 89.3% of the book (60%+)

Turnover

Low turnover

5.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.0 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 86.0%; sector active share 80.7% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

82 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

29.3%

+0.3 pts

Top 5

79.2%

−0.1 pts

Top 10

89.5%

+0.2 pts

HHI

1,689

Moderately concentrated−2

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.9%	$346,728,082	33
Technology	5.1%	$19,622,962	19
Communication Services	1.8%	$7,011,844	4
Financial Services	1.0%	$3,845,429	8
Consumer Cyclical	0.8%	$3,085,608	2
Healthcare	0.7%	$2,589,639	6
Energy	0.3%	$1,117,004	3
Industrials	0.3%	$1,055,408	4
Consumer Defensive	0.2%	$827,552	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PYLD		+31,766	245,772	$6,240,151
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+29,381	733,551	$27,156,058
VXUS	Vanguard Total International Stock ETF	+6,161	261,113	$22,184,160
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+2,770	289,389	$108,300,939
VONE	VANGUARD RUSSELL 1000 INDEX FUND	+1,455	76,961	$26,474,584
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+1,016	52,717	$4,128,268
QQQ	Invesco Qqq Trust, Series 1	+615	24,271	$17,954,957
DFAC	Dimensional U.S. Core Equity 2 ETF	+590	1,090,506	$48,472,991
VNQ	VANGUARD REAL ESTATE INDEX FUND	+284	43,418	$3,891,555
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	+233	6,416	$827,214
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+154	181,034	$30,102,333
IWB	iShares Russell 1000 ETF	+95	10,949	$4,556,207
NVDA	Nvidia Corp	+86	19,613	$4,479,216
DTD	WisdomTree U.S. Total Dividend Fund	+86	18,875	$1,763,302
AMZN	Amazon Com Inc	+82	9,928	$2,473,561
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	+79	6,706	$685,219
AAPL	Apple Inc.	+60	14,101	$4,695,915
GOOGL	Alphabet Inc.	+57	8,215	$2,826,617
TSLA	Tesla, Inc.	+50	1,725	$612,047
WMT	Walmart Inc.	+50	2,899	$301,264
MSFT	Microsoft Corp	+48	5,794	$2,971,742
NFLX	Netflix Inc	+27	5,627	$391,526
DNL	WisdomTree Global ex-U.S. Quality Growth Fund	+21	10,441	$466,184
AVGO	Broadcom Inc.	+19	3,735	$1,311,694
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	+18	14,385	$1,229,629
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
HIMU		−28,151	12,691	$579,724
IXUS	iShares Core MSCI Total International Stock ETF	−1,376	123,532	$11,734,304
GOVT	iShares U.S. Treasury Bond ETF	−1,034	33,688	$736,756
DFAU	Dimensional US Core Equity Market ETF	−399	247,301	$12,948,680
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	−248	4,659	$377,705
SPY	Spdr S&P 500 ETF Trust	−109	8,098	$6,175,777
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	−80	3,794	$1,108,227
INTC	Intel Corp	−68	2,383	$286,508
ESGV	VANGUARD ESG U.S. STOCK ETF	−11	7,398	$1,002,650
KLAC	Kla Corp	−7	1,142	$222,610
IBM	International Business Machines Corp	−5	963	$211,792
UNH	Unitedhealth Group Inc	−2	858	$314,954
LLY	ELI LILLY & Co	−1	716	$828,469
LRCX	Lam Research Corp	−1	1,008	$331,138
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	1,827	$341,740
MPC	Marathon Petroleum Corp	579	$228,948
AMGN	Amgen Inc	510	$214,970
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
DUHP	Dimensional US High Profitability ETF	57,007	$2,378,902
GLW	Corning Inc	1,257	$321,075
SNDK	Sandisk Corp	111	$252,384
GEV	GE Vernova Inc.	198	$232,622
LIF	Life360, Inc.	4,106	$227,308
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 tracked positions · $385,883,528 total · filing declares 82 positions · $385,893,087 · as of Sep 30, 2026

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

Showing 1–50 of 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	289,389	+2,770	$108,300,939	+2.1%	28.07%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	1,090,506	+590	$48,472,991	+0.3%	12.56%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	181,034	+154	$30,102,333	+1.3%	7.80%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	733,551	+29,381	$27,156,058	+4.7%	7.04%
VONE	VANGUARD RUSSELL 1000 INDEX FUND	Added	76,961	+1,455	$26,474,584	+3.5%	6.86%
VXUS	Vanguard Total International Stock ETF	Added	261,113	+6,161	$22,184,160	+1.8%	5.75%
QQQ	Invesco Qqq Trust, Series 1	Added	24,271	+615	$17,954,957	+3.1%	4.65%
DFAU	Dimensional US Core Equity Market ETF	Reduced	247,301	-399	$12,948,680	+1.1%	3.36%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	123,532	-1,376	$11,734,304	−1.6%	3.04%
PYLD		Added	245,772	+31,766	$6,240,151	+10.0%	1.62%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,098	-109	$6,175,777	+0.8%	1.60%
AAPL	Apple Inc. Technology	Added	14,101	+60	$4,695,915	+15.6%	1.22%
IWB	iShares Russell 1000 ETF	Added	10,949	+95	$4,556,207	+2.5%	1.18%
NVDA	Nvidia Corp Technology	Added	19,613	+86	$4,479,216	+14.6%	1.16%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	52,717	+1,016	$4,128,268	−3.4%	1.07%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	43,418	+284	$3,891,555	−6.4%	1.01%
MSFT	Microsoft Corp Technology	Added	5,794	+48	$2,971,742	+38.6%	0.77%
GOOGL	Alphabet Inc. Communication Services	Added	8,215	+57	$2,826,617	−3.0%	0.73%
VOO	VANGUARD 500 INDEX FUND	Added	3,771	+10	$2,642,943	+2.3%	0.68%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,928	+82	$2,473,561	+5.4%	0.64%
META	Meta Platforms, Inc. Communication Services	Added	2,758	+16	$2,000,046	+29.5%	0.52%
GOOG	Alphabet Inc. Communication Services	Added	5,264	+2	$1,793,655	−3.5%	0.46%
DTD	WisdomTree U.S. Total Dividend Fund	Added	18,875	+86	$1,763,302	+0.6%	0.46%
ACWI	iShares MSCI ACWI ETF	Held	10,717	0	$1,701,538	+1.1%	0.44%
AVGO	Broadcom Inc. Technology	Added	3,735	+19	$1,311,694	−6.6%	0.34%
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	Added	14,385	+18	$1,229,629	+3.6%	0.32%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	3,794	-80	$1,108,227	−6.6%	0.29%
MU	Micron Technology Inc Technology	Added	973	+1	$1,036,352	−7.6%	0.27%
ESGV	VANGUARD ESG U.S. STOCK ETF	Reduced	7,398	-11	$1,002,650	+2.3%	0.26%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,141	+10	$976,702	−4.0%	0.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,880	0	$936,146	−0.5%	0.24%
AMD	Advanced Micro Devices Inc Technology	Added	1,433	+11	$876,652	+6.1%	0.23%
GBTC	Grayscale Bitcoin Trust ETF	Held	13,531	0	$873,967	+41.9%	0.23%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,579	0	$853,210	+1.1%	0.22%
LLY	ELI LILLY & Co Healthcare	Reduced	716	-1	$828,469	−3.7%	0.21%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Added	6,416	+233	$827,214	+4.7%	0.21%
GOVT	iShares U.S. Treasury Bond ETF	Reduced	33,688	-1,034	$736,756	−6.9%	0.19%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	Added	6,706	+79	$685,219	−5.2%	0.18%
XOM	ExxonMobil Holdings Corp Energy	Held	3,917	0	$637,491	+19.0%	0.17%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,725	+50	$612,047	−13.1%	0.16%
HIMU		Reduced	12,691	-28,151	$579,724	−71.5%	0.15%
VTV	VANGUARD VALUE INDEX FUND	Held	2,656	0	$573,908	−0.8%	0.15%
V	Visa Inc. Financial Services	Added	1,467	+6	$527,137	+5.2%	0.14%
JNJ	Johnson & Johnson Healthcare	Held	1,941	0	$513,860	+4.2%	0.13%
VEU	Vanguard International Equity Index Funds	Added	5,922	+14	$491,348	−0.7%	0.13%
DNL	WisdomTree Global ex-U.S. Quality Growth Fund	Added	10,441	+21	$466,184	−3.1%	0.12%
BAC	Bank Of America Corp Financial Services	Added	8,269	+15	$450,081	−4.3%	0.12%
IVV	iShares Core S&P 500 ETF	Held	537	0	$411,261	+2.3%	0.11%
IJH	iShares Core S&P Mid-Cap ETF	Added	5,704	+17	$410,402	−6.4%	0.11%
GS	Goldman Sachs Group Inc Financial Services	Added	455	+1	$409,663	−10.8%	0.11%

Showing the top 50 of 82 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.