CHERRYDALE WEALTH MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
Montclair, NJ
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$385,893
Net value change ($000)
+3,713 (1.0%)
New positions
4
Sold out positions
6
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 2,243 2.1%
DFAX 1,215 4.7%
VONE 900 3.5%
MSFT 829 38.7%
EXXONMOBIL HOLDINGS CORP 638 NEW
AAPL 632 15.6%
NVDA 572 14.6%
PYLD 564 9.9%
QQQ 535 3.1%
META 456 29.5%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -2,379 -100.0%
HIMU -1,454 -71.5%
XOM -536 -100.0%
GLW -321 -100.0%
VNQ -267 -6.4%
SNDK -252 -100.0%
GEV -233 -100.0%
LIF -227 -100.0%
IXUS -187 -1.6%
AMAT -162 -29.3%
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.
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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