CHERRYDALE WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Hoboken, NJ
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$382,180
Net value change ($000)
+58,512 (18.1%)
New positions
12
Sold out positions
5
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 16,361 18.2%
DFAC 6,340 15.1%
QQQ 4,236 32.1%
SPY 4,082 199.4%
VONE 4,004 18.6%
ITOT 3,973 15.4%
DFAX 2,776 12.0%
VXUS 2,418 12.5%
DFAU 1,615 14.4%
IXUS 1,058 9.7%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -252 -100.0%
T -219 -100.0%
ISRG -213 -100.0%
BABA -200 -100.0%
NFLX -142 -26.2%
XOM -129 -19.4%
GBTC -98 -13.7%
CVX -50 -19.8%
GOVT -34 -4.1%
WMT -33 -9.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type