CHERRYDALE WEALTH MANAGEMENT, LLC
Filing Date
Global Rank
#6,976
/ 8,586
▲ 58
Top Industry
Semiconductors
20.6%
3Y Alpha vs SPY
-0.2%
Period ended 3 months ago
Filed Apr 20, 2026 · 57d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+77.8%
SPY
+78.1%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 35.8% | $15,944,459 |
| Technology | 29.2% | $13,026,007 |
| Communication Services | 10.5% | $4,679,442 |
| Financial Services | 7.8% | $3,480,094 |
| Consumer Cyclical | 6.1% | $2,709,277 |
| Healthcare | 4.9% | $2,186,742 |
| Energy | 2.1% | $918,179 |
| Consumer Defensive | 2.0% | $875,370 |
| Industrials | 1.7% | $770,285 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| COST | Costco Wholesale Corp /New | +3 | 301 | $299,925 | |
| GS | Goldman Sachs Group Inc | +3 | 454 | $384,079 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
Sold Out
Positions the filer fully exited
5 positions
3 positions ·
$875,370 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 2,888 | $219,632 | 25.09% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 301 | $299,925 | 34.26% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,863 | $355,813 | 40.65% |