Cherrydale Wealth Management, LLC - Q22026 Holdings

Cherrydale Wealth Management, LLC holds 84 stocks with a total portfolio value of $ 382.18M as of Q22026. In Q22026, Cherrydale Wealth Management, LLC added 12 new positions, increased stakes in 47 stocks, reduced 19 holdings, and fully exited 5 positions. The largest holding is Vanguard Index Fds (VTI), representing 27.75% of the total portfolio.