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Latest CHERRYDALE WEALTH MANAGEMENT, LLC Stock Portfolio

$382Million | No. of Holdings #84

CHERRYDALE WEALTH MANAGEMENT, LLC Performance

2026 Q2+12.87%
YTD+9.51%
2025+16.67%

About CHERRYDALE WEALTH MANAGEMENT, LLC and 13F Hedge Fund Stock Holdings

CHERRYDALE WEALTH MANAGEMENT, LLC is a hedge fund based in Hoboken, NJ. On 2026-07-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, CHERRYDALE WEALTH MANAGEMENT, LLC reported an equity portfolio of $382.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of CHERRYDALE WEALTH MANAGEMENT, LLC are VB, DFAC, IJR. The fund has invested 27.8% of it's portfolio in VANGUARD INDEX FDS and 12.7% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off PALANTIR TECHNOLOGIES INC (PLTR), AT&T INC (T) and INTUITIVE SURGICAL INC (ISRG) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (EDV), ABBVIE INC (ABBV) and ISHARES TR (AMPS). CHERRYDALE WEALTH MANAGEMENT, LLC opened new stock positions in ISHARES TR (IJR), KLA CORP (KLAC) and INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD ADMIRAL FDS INC (IVOG), STATE STR SPDR S&P 500 ETF T (SPY) and AMAZON COM INC (AMZN).
CHERRYDALE WEALTH MANAGEMENT, LLC Equity Portfolio Value
Last Reported on: 13 Jul, 2026
$382Million
  as of Jul 13, 2026

CHERRYDALE WEALTH MANAGEMENT, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CHERRYDALE WEALTH MANAGEMENT, LLC made a return of 12.87% in the last quarter. In trailing 12 months, it's portfolio return was 20.44%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr400,714
kla corp346,725
intel corp342,282
corning inc321,076
western digital corp287,424
seagate technology hldngs pl277,020
sandisk corp252,384
arista networks inc242,079
New stocks bought by CHERRYDALE WEALTH MANAGEMENT, LLC

Additions

Ticker% Inc.
vanguard admiral fds inc500
state str spdr s&p 500 etf t160
amazon com inc8.32
vanguard index fds6.4
international business machs6.26
pimco etf tr5.87
vanguard scottsdale fds4.44
mastercard incorporated3.62
Additions to existing portfolio by CHERRYDALE WEALTH MANAGEMENT, LLC

Reductions

Ticker% Reduced
vanguard world fd-9.28
abbvie inc-3.89
ishares tr-3.58
ishares tr-2.41
vanguard world fd-1.61
apple inc-1.31
vanguard scottsdale fds-1.18
netflix inc.-0.74
CHERRYDALE WEALTH MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker$ Sold
wipro ltd-31,300
at&t inc-218,821
palantir technologies inc-251,602
alibaba group hldg ltd-200,485
intuitive surgical inc-213,438
CHERRYDALE WEALTH MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

CHERRYDALE WEALTH MANAGEMENT, LLC has about 90.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
Sector%
Others90.7
Technology4.5
Communication Services1.8

Market Cap. Distribution

CHERRYDALE WEALTH MANAGEMENT, LLC has about 8.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED90.7
MEGA-CAP8.7

Stocks belong to which Index?

About 9.1% of the stocks held by CHERRYDALE WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others90.7
S&P 5009.1
Top 5 Winners (%)%
MU
micron technology inc
236.2 %
AMD
advanced micro devices inc
180.6 %
AMAT
applied matls inc
111.2 %
LRCX
lam research corp
102.6 %
UNH
unitedhealth group inc
53.4 %
Top 5 Winners ($)$
VB
vanguard index fds
13.9 M
DFAC
dimensional etf trust
6.0 M
IJR
ishares tr
3.9 M
QQQ
invesco qqq tr
3.7 M
BNDW
vanguard scottsdale fds
3.2 M
Top 5 Losers (%)%
IVOG
vanguard admiral fds inc
-69.7 %
NFLX
netflix inc.
-25.6 %
CVX
chevron corporation
-19.9 %
XOM
exxon mobil corp
-19.4 %
grayscale bitcoin trust etf
-13.7 %
Top 5 Losers ($)$
IVOG
vanguard admiral fds inc
-2.7 M
NFLX
netflix inc.
-0.1 M
XOM
exxon mobil corp
-0.1 M
grayscale bitcoin trust etf
-0.1 M
CVX
chevron corporation
-0.1 M

CHERRYDALE WEALTH MANAGEMENT, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CHERRYDALE WEALTH MANAGEMENT, LLC

CHERRYDALE WEALTH MANAGEMENT, LLC has 84 stocks in it's portfolio. About 80% of the portfolio is in top 10 stocks. IVOG proved to be the most loss making stock for the portfolio. VB was the most profitable stock for CHERRYDALE WEALTH MANAGEMENT, LLC last quarter.

$382.18MTotal Value
89.00Positions
13 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of CHERRYDALE WEALTH MANAGEMENT, LLC, last reported on 13 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CHERRYDALE WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.44%10,717
$1.68M
0.44%
increased 0.64 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
CHERRYDALE WEALTH MANAGEMENT, LLC's holding in Wisdomtree Tr over time
0.46%18,789
$1.75M
0.46%
increased 0.5 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
CHERRYDALE WEALTH MANAGEMENT, LLC's holding in Wisdomtree Tr over time
0.13%10,420
$481.2K
0.13%
increased 0.38 percentadded
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
CHERRYDALE WEALTH MANAGEMENT, LLC's holding in Asml Hldg Nv over time
0.06%110
$219.6K
0.06%
new position
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

BABA
CHERRYDALE WEALTH MANAGEMENT, LLC's holding in Alibaba Group Hldg Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
CHERRYDALE WEALTH MANAGEMENT, LLC's holding in Vanguard Scottsdale Fds over time
6.69%75,506
$25.58M
6.69%
increased 3.3 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
CHERRYDALE WEALTH MANAGEMENT, LLC's holding in Vanguard Scottsdale Fds over time
1.12%51,701
$4.27M
1.12%
increased 4.44 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
CHERRYDALE WEALTH MANAGEMENT, LLC's holding in Vanguard Scottsdale Fds over time
0.21%6,183
$790.3K
0.21%
decreased 1.18 percentreduced
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
CHERRYDALE WEALTH MANAGEMENT, LLC's holding in Pimco Etf Tr over time
1.49%214,006
$5.68M
1.49%
increased 5.87 percentadded