Latest CHERRYDALE WEALTH MANAGEMENT, LLC Stock Portfolio

CHERRYDALE WEALTH MANAGEMENT, LLC Performance:

2026 Q1: -2.98%YTD: -2.98%2025: 16.67%

Performance for 2026 Q1 is -2.98%, and YTD is -2.98%, and 2025 is 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 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, CHERRYDALE WEALTH MANAGEMENT, LLC reported an equity portfolio of $323.7 Millions as of 31 Mar, 2026.

The top stock holdings of CHERRYDALE WEALTH MANAGEMENT, LLC are VB, DFAC, IJR. The fund has invested 27.7% of it's portfolio in VANGUARD INDEX FDS and 13% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off LIFE360 INC, HOME DEPOT INC (HD) and DANAHER CORPORATION (DHR) stocks. They significantly reduced their stock positions in WIPRO LTD (WIT), VANGUARD INDEX FDS (VB) and STATE STR SPDR S&P 500 ETF T (SPY). CHERRYDALE WEALTH MANAGEMENT, LLC opened new stock positions in ISHARES TR (IJR), APPLIED MATLS INC (AMAT) and AT&T INC (T). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), INVESCO QQQ TR (QQQ) and BLACKROCK ETF TRUST II (HYMU).

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

Our best estimate is that CHERRYDALE WEALTH MANAGEMENT, LLC made a return of -2.98% in the last quarter. In trailing 12 months, it's portfolio return was 17.46%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	713,776
applied matls inc	260,597
at&t inc	218,821
lam research corp	216,651

New stocks bought by CHERRYDALE WEALTH MANAGEMENT, LLC

Additions

Ticker	% Inc.
vanguard scottsdale fds	40.9
invesco qqq tr	38.3
blackrock etf trust ii	26.5
pimco etf tr	17.41
unitedhealth group inc	11.75
vanguard scottsdale fds	9.03
micron technology inc	7.51
ishares tr	4.12

Additions to existing portfolio by CHERRYDALE WEALTH MANAGEMENT, LLC

Reductions

Ticker	% Reduced
wipro ltd	-49.99
vanguard index fds	-40.34
state str spdr s&p 500 etf t	-28.67
cisco sys inc	-17.76
bank america corp	-13.35
microsoft corp	-12.91
visa inc	-12.85
chevron corporation	-10.91

CHERRYDALE WEALTH MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
life360 inc	-263,369
arista networks inc	-201,786
danaher corporation	-210,391
home depot inc	-212,766
american express co	-206,059
ishares tr	-208,222

CHERRYDALE WEALTH MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

CHERRYDALE WEALTH MANAGEMENT, LLC has about 91% of it's holdings in Others sector.

Sector	%
Others	91
Technology	3.8
Communication Services	1.9

Market Cap. Distribution

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

Category	%
UNALLOCATED	91
MEGA-CAP	8.7

Stocks belong to which Index?

About 8.6% of the stocks held by CHERRYDALE WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	91.1
S&P 500	8.6

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.6 %
CVX	chevron corporation	33.8 %
CAT	caterpillar inc	23.0 %
JNJ	johnson & johnson	17.9 %
MU	micron technology inc	17.6 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	0.8 M
VXUS	vanguard star fds	0.4 M
IBCE	ishares tr	0.3 M
XOM	exxon mobil corp	0.2 M
TSM	taiwan semiconductor manufac	0.1 M

Top 5 Losers (%)		%
ORCL	oracle corp	-24.3 %
	grayscale bitcoin trust etf	-22.8 %
MSFT	microsoft corp	-21.9 %
WIT	wipro ltd	-19.0 %
ISRG	intuitive surgical inc	-18.4 %

Top 5 Losers ($)		$
VB	vanguard index fds	-4.0 M
IJR	ishares tr	-1.1 M
BNDW	vanguard scottsdale fds	-1.0 M
DFAC	dimensional etf trust	-0.8 M
QQQ	invesco qqq tr	-0.7 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 77 stocks in it's portfolio. About 81% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for CHERRYDALE WEALTH MANAGEMENT, LLC last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.12	14,228	3,611,030	reduced	-8.64

AAXJ	ishares tr	0.46	10,649	1,473,440	unchanged	0.00

ABBV	abbvie inc	0.11	1,620	352,311	added	0.81

AGZD	wisdomtree tr	0.50	18,696	1,614,590	added	0.42

AGZD	wisdomtree tr	0.13	10,381	419,093	added	0.05

AMAT	applied matls inc	0.08	762	260,597	new

AMD	advanced micro devices inc	0.09	1,395	283,785	reduced	-2.86

AMPS	ishares tr	0.26	36,010	824,981	reduced	-2.82

AMZN	amazon com inc	0.58	9,090	1,893,170	reduced	-0.7

ANET	arista networks inc	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	0.36	3,732	1,154,960	reduced	-1.79

AXP	american express co	0.00	0.00	0.00	sold off	-100

BABA	alibaba group hldg ltd	0.06	1,598	200,485	unchanged	0.00

BAC	bank america corp	0.12	8,228	401,110	reduced	-13.35

BNDW	vanguard scottsdale fds	6.66	73,093	21,571,300	added	9.03

BNDW	vanguard scottsdale fds	1.27	49,502	4,096,260	added	40.9

BNDW	vanguard scottsdale fds	0.21	6,257	686,289	added	1.44

BOND	pimco etf tr	1.64	202,142	5,296,130	added	17.41

CAT	caterpillar inc	0.11	492	348,233	reduced	-5.93

COST	costco wholesale corporation	0.09	301	300,345	added	1.01