CHERRYDALE WEALTH MANAGEMENT, LLC

Q4 2025 13F-HR Holdings

Location
Hoboken, NJ
Holdings as of
12/31/2025
Date filed
1/13/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$329,454
Net value change ($000)
+11,180 (3.5%)
New positions
5
Sold out positions
6
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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 3,468 4.0%
VONE 2,116 11.4%
DFAX 2,062 10.1%
QQQ 1,779 21.3%
VXUS 1,093 6.3%
ITOT 690 2.6%
IXUS 639 6.1%
GOOGL 622 28.8%
VCIT 419 16.6%
PYLD 375 8.9%
Top Reduces (Value $000, Stocks/ETFs)
VB -1,062 -81.7%
DFUV -795 -100.0%
AMZN -502 -19.2%
VBK -438 -100.0%
GBTC -290 -23.9%
PG -234 -100.0%
MSFT -223 -6.6%
TMUS -214 -100.0%
T -212 -100.0%
META -210 -10.1%
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