CHERRYDALE WEALTH MANAGEMENT, LLC
•CIK: 1907327•Filing: Q4 2025
**CHERRYDALE WEALTH MANAGEMENT, LLC** manages $329M across a diversified portfolio of 79 positions. The strategy shows significant allocation to broad market exposure, anchored by a $91.2M holding in VTI. Notable concentrated positions include $44.8M in DFAC and $27.6M in ITOT, suggesting a focus on core U.S. equity growth. The remaining portfolio balances domestic and international exposure with key allocations to VXUS ($18.4M) and various sector-specific ETFs.
Total AUM
$329.5M
QoQ Performance
+3.5%
Positions
59
Top 10 Concentration
79.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
DFAC
ITOT
DFAX
VONE
VXUS
VTI27.7%
DFAC13.6%
ITOT8.4%
DFAX6.8%
VONE6.3%
VXUS5.6%
DFAU3.6%
IXUS3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.6%
Technology6.1%
ETF1.7%
Financial1.3%
Consumer1.1%
Healthcare0.7%
Industrial0.2%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW5 new positions
↑35 increased
↓10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023