CHERRYDALE WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Montclair, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 385,893
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 82 | 385,893 | 13F-HR | CHERRYDALE WEALTH MANAGEMENT, LLC |
| Q2 2026 | 7/13/2026 | 84 | 382,180 | 13F-HR | CHERRYDALE WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/20/2026 | 77 | 323,668 | 13F-HR | CHERRYDALE WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/13/2026 | 79 | 329,454 | 13F-HR | CHERRYDALE WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/14/2025 | 80 | 318,274 | 13F-HR | CHERRYDALE WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/14/2025 | 75 | 287,408 | 13F-HR | CHERRYDALE WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 41.39 K | 10.7% | 1.281 K | 0 | 1.281 K |
| ETFs | 344.5 K | 89.3% | 2.435 K | 0 | 2.435 K |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
385,893
Holdings
82
QoQ value change ($000)
3,713
(1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.