13F Filings History of CHERRYDALE WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 13 Jan 2026
Value $
$329,454,464
Signature - Title
Jordan Szekely - Founder & Managing Partner
Location
Hoboken, NJ
Summary
This page shows a list of all the recent 13F filings made by CHERRYDALE WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CHERRYDALE WEALTH MANAGEMENT, LLC reported 79 stock holdings with total value $329,454,464 as of Q4 2025. Top holdings included VTI, DFAC, ITOT, DFAX, and VONE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 79 $329,454,464 +$9,919,645 -$5,420,473 +$4,499,172 VTI, DFAC, ITOT, DFAX, VONE 13F-HR 13 Jan 2026, 17:15
Q3 2025 80 $318,274,139 +$9,996,749 -$1,441,767 +$8,554,982 VTI, DFAC, ITOT, DFAX, VONE 13F-HR 14 Oct 2025, 09:36
Q2 2025 75 $287,407,579 +$17,845,872 -$10,180,438 +$7,665,434 VTI, DFAC, ITOT, DFAX, VONE 13F-HR 14 Jul 2025, 16:05
Q1 2025 73 $252,899,998 +$8,331,607 -$4,417,575 +$3,914,032 VTI, DFAC, ITOT, VONE, DFAX 13F-HR 14 Apr 2025, 13:36
Q4 2024 73 $258,487,446 +$21,970,499 -$9,373,651 +$12,596,848 VTI, DFAC, ITOT, VONE, DFAX 13F-HR 15 Jan 2025, 14:51
Q3 2024 69 $244,599,884 +$7,659,988 -$4,295,187 +$3,364,801 VTI, DFAC, ITOT, VXUS, DFAX 13F-HR 11 Oct 2024, 16:43
Q2 2024 67 $228,063,856 +$15,804,288 -$4,752,089 +$11,052,199 VTI, DFAC, ITOT, VXUS, DFAX 13F-HR 11 Jul 2024, 16:43
Q1 2024 62 $213,835,829 +$18,414,402 -$11,045,975 +$7,368,427 VTI, DFAC, ITOT, VXUS, DFAX 13F-HR 12 Apr 2024, 09:06
Q4 2023 50 $191,635,537 +$8,769,685 -$2,915,626 +$5,854,059 VTI, DFAC, ITOT, VXUS, DFAX 13F-HR 08 Jan 2024, 14:36
Q3 2023 47 $168,089,141 +$31,153,037 -$886,689 +$30,266,348 VTI, DFAC, ITOT, VXUS, DFAX 13F-HR 10 Oct 2023, 08:52
Q2 2023 42 $143,205,371 +$3,962,560 -$1,819,100 +$2,143,460 VTI, DFAC, VXUS, ITOT, DFAX 13F-HR 17 Jul 2023, 10:27
Q1 2023 36 $131,979,774 +$5,080,994 -$3,400,708 +$1,680,286 VTI, DFAC, VXUS, ITOT, IXUS 13F-HR 14 Apr 2023, 11:17
Q4 2022 37 $120,785,423 +$18,035,215 -$12,429,143 +$5,606,072 VTI, DFAC, ITOT, VXUS, IXUS 13F-HR 18 Jan 2023, 18:46
Q3 2022 33 $108,341,000 +$18,049,864 -$9,771,086 +$8,278,778 VTI, DFAC, VXUS, ITOT, DFAX 13F-HR 24 Oct 2022, 11:02
Q2 2022 32 $109,062,000 +$21,769,352 -$26,426,704 -$4,657,352 VTI, DFAC, VXUS, DFAX, QQQ 13F-HR 07 Jul 2022, 11:42
Q1 2022 41 $136,253,000 +$16,388,310 -$3,092,175 +$13,296,135 VTI, DFAC, VXUS, QQQ, DFAX 13F-HR 26 Apr 2022, 12:11
Q4 2021 39 $133,345,000 $0 $0 $0 VTI, DFAC, VXUS, QQQ, DFAX 13F-HR 01 Feb 2022, 15:43