Cherrydale Wealth Management, LLC - Q12026 Holdings

Cherrydale Wealth Management, LLC holds 77 stocks with a total portfolio value of $ 323.67M as of Q12026. In Q12026, Cherrydale Wealth Management, LLC added 4 new positions, increased stakes in 28 stocks, reduced 38 holdings, and fully exited 6 positions. The largest holding is Vanguard Index Fds (VTI), representing 27.71% of the total portfolio.