StockDriftsStockDriftsTop 50 Cherrydale Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 27.75% | 286.6K | $106.1M | +2.51%(+7.02K) | $244.17(+57.01%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 12.65% | 1.09M | $48.3M | +0.82%(+8.88K) | $27.58(+66.94%) | 2026-06-30 | |
| ITOT | ISHARES TR | 7.77% | 180.9K | $29.7M | +0.09%(+161) | $94.35(+80.01%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 6.79% | 704.2K | $25.9M | +3.26%(+22.23K) | $26.19(+45.60%) | 2026-06-30 | |
| VONE | VANGUARD SCOTTSDALE FDS | 6.69% | 75.5K | $25.6M | +3.30%(+2.41K) | $252.13(+38.13%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 5.7% | 255.0K | $21.8M | +1.45%(+3.64K) | $60.99(+44.50%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.56% | 23.7K | $17.4M | +3.56%(+814) | $517.55(+41.54%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.35% | 247.7K | $12.8M | -0.11%(-278) | $28.97(+85.41%) | 2026-06-30 | |
| IXUS | ISHARES TR | 3.12% | 124.9K | $11.9M | -0.37%(-468) | $57.95(+69.91%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.6% | 8.2K | $6.1M | +160.79%(+5.06K) | $580.38(+33.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.60% | +62.63% | — | — | +39.80% |
| Top 20 Holdings Unweighted | +19.14% | +69.10% | — | — | +33.00% |
Cherrydale Wealth Management LLC reports $382.18M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are VTI (27.8%), DFAC (12.7%) and ITOT (7.8%). The top 20 holdings account for 89.59% of reported assets. Its disclosed equity book has returned +62.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cherrydale Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907327). View Cherrydale Wealth Management LLC’s 13F filings on SEC