CHERRYDALE WEALTH MANAGEMENT, LLC Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$287.4B
Holdings
75
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (75 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 258,302 | $78.5B | 27.32% | |
| 2 | DFACDIMENSIONAL ETF TRUST | 1,170,032 | $41.9B | 14.59% | |
| 3 | ITOTISHARES TR | 183,984 | $24.8B | 8.64% | |
| 4 | DFAXDIMENSIONAL ETF TRUST | 620,140 | $18.2B | 6.34% | |
| 5 | VONEVANGUARD SCOTTSDALE FDS | 57,909 | $16.3B | 5.66% | |
| 6 | VXUSVANGUARD STAR FDS | 227,109 | $15.7B | 5.46% | |
| 7 | DFAUDIMENSIONAL ETF TRUST | 251,963 | $10.7B | 3.71% | |
| 8 | IXUSISHARES TR | 126,530 | $9.8B | 3.40% | |
| 9 | NDQINVESCO QQQ TR | 12,856 | $7.1B | 2.47% | |
| 10 | IWBISHARES TR | 11,847 | $4.0B | 1.40% | |
| 11 | VNQVANGUARD INDEX FDS | 44,693 | $4.0B | 1.38% | |
| 12 | PYLDPIMCO ETF TR | 136,523 | $3.6B | 1.26% | |
| 13 | NVDANVIDIA CORPORATION | 21,269 | $3.4B | 1.17% | |
| 14 | MSFTMICROSOFT CORP | 6,483 | $3.2B | 1.12% | |
| 15 | AAPLAPPLE INC | 14,663 | $3.0B | 1.05% | |
| 16 | SPYSPDR S&P 500 ETF TR | 4,635 | $2.9B | 1.00% | |
| 17 | AMZNAMAZON COM INC | 11,308 | $2.5B | 0.86% | |
| 18 | VCITVANGUARD SCOTTSDALE FDS | 29,639 | $2.5B | 0.86% | |
| 19 | VOOVANGUARD INDEX FDS | 3,597 | $2.0B | 0.71% | |
| 20 | METAMETA PLATFORMS INC | 2,532 | $1.9B | 0.65% | |
| 21 | DUHPDIMENSIONAL ETF TRUST | 51,960 | $1.8B | 0.64% | |
| 22 | VOTVANGUARD INDEX FDS | 6,001 | $1.7B | 0.59% | |
| 23 | GOOGLALPHABET INC | 8,890 | $1.6B | 0.55% | |
| 24 | DTDWISDOMTREE TR | 18,648 | $1.5B | 0.52% | |
| 25 | HIMUBLACKROCK ETF TRUST II | 30,184 | $1.5B | 0.51% | |
| 26 | ACWIISHARES TR | 10,555 | $1.4B | 0.47% | |
| 27 | VBVANGUARD INDEX FDS | 5,620 | $1.3B | 0.46% | |
| 28 | GBTCGRAYSCALE BITCOIN TRUST ETF | 13,531 | $1.1B | 0.40% | |
| 29 | AVGOBROADCOM INC | 3,754 | $1.0B | 0.36% | |
| 30 | VOOGVANGUARD ADMIRAL FDS INC | 2,369 | $939.5M | 0.33% | |
| 31 | AQLTISHARES TR | 38,712 | $889.6M | 0.31% | |
| 32 | ESGVVANGUARD WORLD FD | 7,567 | $829.6M | 0.29% | |
| 33 | GOOGALPHABET INC | 4,653 | $825.4M | 0.29% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,682 | $817.1M | 0.28% | |
| 35 | JPMJPMORGAN CHASE & CO. | 2,653 | $769.1M | 0.27% | |
| 36 | DFUVDIMENSIONAL ETF TRUST | 17,935 | $758.3M | 0.26% | |
| 37 | NFLXNETFLIX INC | 560 | $749.9M | 0.26% | |
| 38 | VONGVANGUARD SCOTTSDALE FDS | 6,154 | $672.0M | 0.23% | |
| 39 | LLYELI LILLY & CO | 755 | $588.4M | 0.20% | |
| 40 | VVISA INC | 1,627 | $577.8M | 0.20% | |
| 41 | TSLATESLA INC | 1,726 | $548.3M | 0.19% | |
| 42 | VTVVANGUARD INDEX FDS | 3,064 | $541.5M | 0.19% | |
| 43 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,130 | $482.3M | 0.17% | |
| 44 | VBKVANGUARD INDEX FDS | 1,622 | $449.1M | 0.16% | |
| 45 | BACBANK AMERICA CORP | 9,469 | $448.1M | 0.16% | |
| 46 | MAMASTERCARD INCORPORATED | 769 | $432.4M | 0.15% | |
| 47 | DNLWISDOMTREE TR | 10,274 | $413.7M | 0.14% | |
| 48 | XOMEXXON MOBIL CORP | 3,772 | $406.7M | 0.14% | |
| 49 | VSGXVANGUARD WORLD FD | 6,188 | $405.3M | 0.14% | |
| 50 | VEUVANGUARD INTL EQUITY INDEX F | 5,744 | $386.1M | 0.13% | |
| 51 | IJHISHARES TR | 5,613 | $348.1M | 0.12% | |
| 52 | ORCLORACLE CORP | 1,521 | $332.5M | 0.12% | |
| 53 | GSGOLDMAN SACHS GROUP INC | 451 | $319.0M | 0.11% | |
| 54 | ABBVABBVIE INC | 1,607 | $298.3M | 0.10% | |
| 55 | COSTCOSTCO WHSL CORP NEW | 298 | $295.4M | 0.10% | |
| 56 | WMTWALMART INC | 2,879 | $281.5M | 0.10% | |
| 57 | ISRGINTUITIVE SURGICAL INC | 496 | $269.5M | 0.09% | |
| 58 | IBMINTERNATIONAL BUSINESS MACHS | 911 | $268.5M | 0.09% | |
| 59 | LIFLIFE360 INC | 4,106 | $267.9M | 0.09% | |
| 60 | CSCOCISCO SYS INC | 3,610 | $250.5M | 0.09% | |
| 61 | PGPROCTER AND GAMBLE CO | 1,542 | $245.7M | 0.09% | |
| 62 | JNJJOHNSON & JOHNSON | 1,564 | $238.9M | 0.08% | |
| 63 | PLTRPALANTIR TECHNOLOGIES INC | 1,686 | $229.8M | 0.08% | |
| 64 | HDHOME DEPOT INC | 618 | $226.7M | 0.08% | |
| 65 | WFCWELLS FARGO CO NEW | 2,769 | $221.9M | 0.08% | |
| 66 | AQLTISHARES TR | 2,622 | $218.9M | 0.08% | |
| 67 | ABTABBOTT LABS | 1,599 | $217.5M | 0.08% | |
| 68 | TAT&T INC | 7,503 | $217.1M | 0.08% | |
| 69 | TMUST-MOBILE US INC | 901 | $214.7M | 0.07% | |
| 70 | INTUINTUIT | 263 | $207.0M | 0.07% | |
| 71 | CATCATERPILLAR INC | 523 | $202.9M | 0.07% | |
| 72 | COMPCOMPASS INC | 13,000 | $81.6M | 0.03% | |
| 73 | WITWIPRO LTD | 26,838 | $81.1M | 0.03% | |
| 74 | LYGLLOYDS BANKING GROUP PLC | 10,694 | $45.5M | 0.02% | |
| 75 | MSAIMULTISENSOR AI HOLDINGS INC | 32,835 | $19.6M | 0.01% |