CHERRYDALE WEALTH MANAGEMENT, LLC

Q2 2025 13F-HR Holdings

Location
Hoboken, NJ
Holdings as of
6/30/2025
Date filed
7/14/2025
Form type
13F-HR
Num holdings
75
Total value ($000)
$287,408
Net value change ($000)
—
New positions
75
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 10/14/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 78,506 —
DFAC 41,934 —
ITOT 24,845 —
DFAX 18,214 —
VONE 16,264 —
VXUS 15,691 —
DFAU 10,673 —
IXUS 9,782 —
QQQ 7,092 —
IWB 4,023 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type