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CHERRYDALE WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings

CHERRYDALE WEALTH MANAGEMENT, LLC disclosed 83 stock positions in a recent SEC 13F filing. $321,732,745 of stock holdings were filed, with the largest holdings including VTI, DFAC, and ITOT. This filing represented positions held on March 31, 2026, and was filed on April 20, 2026.

We estimate the fund has a total AUM of $495,485,499 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

83

Est. Stock Holding Value:

$321,732,745

Top Stock Holdings By Sector

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Portfolio Stock Holdings - CHERRYDALE WEALTH MANAGEMENT, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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