Cherrydale Wealth Management, LLC

13F filer · CIK 0001907327

Reported Jul 13, 2026

13F portfolio value$382MU.S. long equity reported on 13F

Positions55Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight17.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 202655 positions
DFAXGulf Resources, Inc.	$25.9M	6.79%	Not reported	Not reported	Q4 2021
QQQInvesco QQQ Trust, Series 1	$17.4M	4.56%	Not reported	Not reported	Q4 2021
SPYSPDR S&P 500 ETF Trust	$6.13M	1.60%	Not reported	Not reported	Q1 2022
AAPLApple Inc.	$4.06M	1.06%	0.00%	Not reported	Q4 2021
NVDANvidia Corp	$3.91M	1.02%	0.00%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$2.92M	0.76%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$2.35M	0.61%	0.00%	Not reported	Q4 2021
MSFTMicrosoft Corp	$2.14M	0.56%	0.00%	Not reported	Q4 2021
GOOGAlphabet Inc.	$1.86M	0.49%	Not reported	Not reported	Q4 2021
METAMeta Platforms, Inc.	$1.54M	0.40%	Not reported	Not reported	Q4 2021
AVGOBroadcom Inc.	$1.4M	0.37%	0.00%	Not reported	Q2 2023
VOTVan Kampen Municipal Opportunity Trust II	$1.19M	0.31%	Not reported	Not reported	Q3 2023
MUMicron Technology Inc	$1.12M	0.29%	0.00%	Not reported	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.02M	0.27%	0.00%	Not reported	Q2 2023
BRK.BBerkshire Hathaway Inc	$941K	0.25%	Not reported	Not reported	Q4 2021
LLYELI LILLY & Co	$860K	0.22%	0.00%	Not reported	Q2 2023
JPMJPMorgan Chase & Co	$844K	0.22%	0.00%	Not reported	Q4 2021
AMDAdvanced Micro Devices Inc	$826K	0.22%	0.00%	Not reported	Q1 2024
TSLATesla, Inc.	$705K	0.18%	0.00%	Not reported	Q4 2021
GBTCGrayscale Bitcoin Trust ETF	$616K	0.16%	0.01%	Not reported	Q2 2024
AMATApplied Materials Inc	$553K	0.14%	0.00%	New	Q2 2026
XOMExxonMobil Holdings Corp	$536K	0.14%	0.00%	Not reported	Q3 2022
CATCaterpillar Inc	$525K	0.14%	0.00%	Not reported	Q3 2024
VVisa Inc.	$501K	0.13%	0.00%	Not reported	Q1 2022
JNJJohnson & Johnson	$493K	0.13%	0.00%	Not reported	Q4 2021
BACBank of America Corp	$470K	0.12%	0.00%	Not reported	Q4 2021
GSGoldman Sachs Group Inc	$460K	0.12%	0.00%	Not reported	Q2 2024
LRCXLam Research Corp	$437K	0.11%	0.00%	New	Q2 2026
NFLXNetflix Inc	$400K	0.10%	0.00%	Not reported	Q1 2022
ABBVAbbVie Inc.	$392K	0.10%	0.00%	Not reported	Q1 2024
MAMastercard Inc	$368K	0.10%	0.00%	Not reported	Q4 2022
UNHUnitedhealth Group Inc	$357K	0.09%	0.00%	Not reported	Q4 2021
CSCOCisco Systems, Inc.	$352K	0.09%	0.00%	Not reported	Q4 2024
KLACKla Corp	$347K	0.09%	0.00%	New	Q2 2026
INTCIntel Corp	$342K	0.09%	0.00%	New	Q2 2026
WMTWalmart Inc.	$323K	0.08%	0.00%	Not reported	Q3 2024
GLWCorning Inc	$321K	0.08%	0.00%	New	Q2 2026
WDCWestern Digital Corp	$287K	0.08%	0.00%	New	Q2 2026
COSTCostco Wholesale Corp	$281K	0.07%	0.00%	Not reported	Q2 2024
STXSeagate Technology Holdings plc	$277K	0.07%	0.00%	New	Q2 2026
MRKMerck & Co., Inc.	$274K	0.07%	0.00%	Not reported	Q2 2023
IBMInternational Business Machines Corp	$272K	0.07%	0.00%	Not reported	Q3 2024
GEGeneral Electric Co	$268K	0.07%	0.00%	Not reported	Q3 2025
SNDKSandisk Corp	$252K	0.07%	0.00%	New	Q2 2026
ANETArista Networks, Inc.	$242K	0.06%	0.00%	Not reported	Q3 2025
KOCoca Cola Co	$236K	0.06%	0.00%	Not reported	Q3 2024
GEVGE Vernova Inc.	$233K	0.06%	0.00%	New	Q2 2026
LIFLife360, Inc.	$227K	0.06%	0.01%	Not reported	Q4 2024
ORCLOracle Corp	$221K	0.06%	0.00%	Not reported	Q2 2024
WFCWells Fargo & Company	$221K	0.06%	0.00%	Not reported	Q2 2025

Q4 2025Reported Jan 13, 202651 positions
DFAXGulf Resources, Inc.	$22.4M	6.80%	Not reported	+5.6%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$10.1M	3.08%	Not reported	+18.5%	Q4 2021
AAPLApple Inc.	$4.23M	1.29%	0.00%	-2.3%	Q4 2021
NVDANvidia Corp	$3.97M	1.21%	0.00%	Not reported	Q4 2021
MSFTMicrosoft Corp	$3.14M	0.95%	0.00%	Not reported	Q4 2021
SPYSPDR S&P 500 ETF Trust	$3.01M	0.91%	Not reported	+0.3%	Q1 2022
GOOGLAlphabet Inc.	$2.78M	0.84%	0.00%	0.0%	Q4 2021
AMZNAmazon Com Inc	$2.11M	0.64%	0.00%	-23.1%	Q4 2021
METAMeta Platforms, Inc.	$1.87M	0.57%	Not reported	Not reported	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$1.7M	0.52%	Not reported	+1.6%	Q3 2023
GOOGAlphabet Inc.	$1.65M	0.50%	Not reported	0.0%	Q4 2021
AVGOBroadcom Inc.	$1.32M	0.40%	0.00%	+0.9%	Q2 2023
BRK.BBerkshire Hathaway Inc	$996K	0.30%	Not reported	Not reported	Q4 2021
GBTCGrayscale Bitcoin Trust ETF	$925K	0.28%	0.01%	Not reported	Q2 2024
JPMJPMorgan Chase & Co	$855K	0.26%	0.00%	Not reported	Q4 2021
LLYELI LILLY & Co	$786K	0.24%	0.00%	Not reported	Q2 2023
TSLATesla, Inc.	$778K	0.24%	0.00%	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$647K	0.20%	0.00%	Not reported	Q2 2023
VVisa Inc.	$571K	0.17%	0.00%	Not reported	Q1 2022
NFLXNetflix Inc	$525K	0.16%	0.00%	Not reported	Q1 2022
BACBank of America Corp	$522K	0.16%	0.00%	+0.1%	Q4 2021
XOMExxonMobil Holdings Corp	$481K	0.15%	0.00%	+1.5%	Q3 2022
MAMastercard Inc	$439K	0.13%	0.00%	Not reported	Q4 2022
GSGoldman Sachs Group Inc	$397K	0.12%	0.00%	Not reported	Q2 2024
JNJJohnson & Johnson	$395K	0.12%	0.00%	Not reported	Q4 2021
ABBVAbbVie Inc.	$367K	0.11%	0.00%	Not reported	Q1 2024
PLTRPalantir Technologies Inc.	$321K	0.10%	0.00%	+4.9%	Q4 2021
WMTWalmart Inc.	$321K	0.10%	0.00%	Not reported	Q3 2024
AMDAdvanced Micro Devices Inc	$308K	0.09%	0.00%	+3.4%	Q1 2024
CATCaterpillar Inc	$299K	0.09%	0.00%	Not reported	Q3 2024
ORCLOracle Corp	$296K	0.09%	0.00%	Not reported	Q2 2024
CSCOCisco Systems, Inc.	$280K	0.08%	0.00%	+0.6%	Q4 2024
IBMInternational Business Machines Corp	$270K	0.08%	0.00%	Not reported	Q3 2024
ISRGIntuitive Surgical Inc	$268K	0.08%	0.00%	+2.4%	Q2 2024
LIFLife360, Inc.	$263K	0.08%	0.01%	Not reported	Q4 2024
WFCWells Fargo & Company	$258K	0.08%	0.00%	Not reported	Q2 2025
COSTCostco Wholesale Corp	$257K	0.08%	0.00%	Not reported	Q2 2024
MUMicron Technology Inc	$255K	0.08%	0.00%	New	Q4 2025
UNHUnitedhealth Group Inc	$253K	0.08%	0.00%	-9.6%	Q4 2021
MRKMerck & Co., Inc.	$235K	0.07%	0.00%	Not reported	Q2 2023
BABAAlibaba Group Holding Ltd	$234K	0.07%	0.00%	Not reported	Q3 2025
RTXRTX Corp	$220K	0.07%	0.00%	Not reported	Q3 2025
GEGeneral Electric Co	$219K	0.07%	0.00%	Not reported	Q3 2025
HDHome Depot, Inc.	$213K	0.06%	0.00%	Not reported	Q2 2024
DHRDanaher Corp	$210K	0.06%	0.00%	Not reported	Q4 2021
CVXChevron Corp	$210K	0.06%	0.00%	+2.5%	Q1 2024
AXPAmerican Express Co	$206K	0.06%	0.00%	New	Q4 2025
ANETArista Networks, Inc.	$202K	0.06%	0.00%	Not reported	Q3 2025
KOCoca Cola Co	$200K	0.06%	0.00%	Not reported	Q3 2024
WITWipro Ltd	$83.8K	0.03%	0.00%	+12.5%	Q2 2023

Q3 2025Reported Oct 14, 202550 positions
DFAXGulf Resources, Inc.	$20.3M	6.39%	Not reported	+4.5%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$8.37M	2.63%	Not reported	+8.4%	Q4 2021
AAPLApple Inc.	$4.06M	1.27%	0.00%	+8.7%	Q4 2021
NVDANvidia Corp	$3.97M	1.25%	0.00%	+0.1%	Q4 2021
MSFTMicrosoft Corp	$3.36M	1.06%	0.00%	Not reported	Q4 2021
SPYSPDR S&P 500 ETF Trust	$2.93M	0.92%	Not reported	-5.1%	Q1 2022
AMZNAmazon Com Inc	$2.61M	0.82%	0.00%	+5.3%	Q4 2021
GOOGLAlphabet Inc.	$2.16M	0.68%	0.00%	0.0%	Q4 2021
METAMeta Platforms, Inc.	$2.08M	0.65%	Not reported	+11.9%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$1.77M	0.55%	Not reported	+0.2%	Q3 2023
GOOGAlphabet Inc.	$1.28M	0.40%	Not reported	+13.0%	Q4 2021
AVGOBroadcom Inc.	$1.24M	0.39%	0.00%	+0.3%	Q2 2023
GBTCGrayscale Bitcoin Trust ETF	$1.21M	0.38%	0.01%	Not reported	Q2 2024
BRK.BBerkshire Hathaway Inc	$996K	0.31%	Not reported	+17.8%	Q4 2021
JPMJPMorgan Chase & Co	$837K	0.26%	0.00%	Not reported	Q4 2021
TSLATesla, Inc.	$769K	0.24%	0.00%	+0.2%	Q4 2021
NFLXNetflix Inc	$671K	0.21%	0.00%	Not reported	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$595K	0.19%	0.00%	Not reported	Q2 2023
LLYELI LILLY & Co	$558K	0.18%	0.00%	-3.1%	Q2 2023
VVisa Inc.	$556K	0.17%	0.00%	Not reported	Q1 2022
BACBank of America Corp	$489K	0.15%	0.00%	+0.2%	Q4 2021
XOMExxonMobil Holdings Corp	$444K	0.14%	0.00%	+4.3%	Q3 2022
MAMastercard Inc	$438K	0.14%	0.00%	Not reported	Q4 2022
LIFLife360, Inc.	$436K	0.14%	0.01%	Not reported	Q4 2024
ORCLOracle Corp	$428K	0.13%	0.00%	Not reported	Q2 2024
ABBVAbbVie Inc.	$372K	0.12%	0.00%	Not reported	Q1 2024
GSGoldman Sachs Group Inc	$359K	0.11%	0.00%	Not reported	Q2 2024
JNJJohnson & Johnson	$354K	0.11%	0.00%	+22.0%	Q4 2021
PLTRPalantir Technologies Inc.	$314K	0.10%	0.00%	+2.2%	Q4 2021
WMTWalmart Inc.	$297K	0.09%	0.00%	Not reported	Q3 2024
UNHUnitedhealth Group Inc	$292K	0.09%	0.00%	Not reported	Q4 2021
BABAAlibaba Group Holding Ltd	$286K	0.09%	0.00%	New	Q3 2025
COSTCostco Wholesale Corp	$276K	0.09%	0.00%	Not reported	Q2 2024
IBMInternational Business Machines Corp	$257K	0.08%	0.00%	Not reported	Q3 2024
HDHome Depot, Inc.	$251K	0.08%	0.00%	Not reported	Q2 2024
CATCaterpillar Inc	$249K	0.08%	0.00%	Not reported	Q3 2024
CSCOCisco Systems, Inc.	$247K	0.08%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$234K	0.07%	0.00%	-1.4%	Q1 2024
WFCWells Fargo & Company	$232K	0.07%	0.00%	Not reported	Q2 2025
AMDAdvanced Micro Devices Inc	$225K	0.07%	0.00%	Not reported	Q1 2024
ANETArista Networks, Inc.	$224K	0.07%	0.00%	New	Q3 2025
TMUST-Mobile US, Inc.	$214K	0.07%	0.00%	-0.7%	Q1 2025
GEGeneral Electric Co	$214K	0.07%	0.00%	New	Q3 2025
TAt&T Inc.	$212K	0.07%	0.00%	Not reported	Q1 2025
CVXChevron Corp	$208K	0.07%	0.00%	Not reported	Q1 2024
ISRGIntuitive Surgical Inc	$207K	0.06%	0.00%	-6.9%	Q2 2024
ABTAbbott Laboratories	$203K	0.06%	0.00%	-5.4%	Q2 2024
RTXRTX Corp	$201K	0.06%	0.00%	New	Q3 2025
WITWipro Ltd	$69K	0.02%	0.00%	-2.2%	Q2 2023
LYGLloyds Banking Group plc	$48.6K	0.02%	0.00%	Not reported	Q4 2023
Q2 2025Reported Jul 14, 202546 positions
DFAXGulf Resources, Inc.	$18.2M	6.34%	Not reported	+6.7%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$7.09M	2.47%	Not reported	-8.4%	Q4 2021
NVDANvidia Corp	$3.36M	1.17%	0.00%	-0.9%	Q4 2021
MSFTMicrosoft Corp	$3.22M	1.12%	0.00%	+2.4%	Q4 2021
AAPLApple Inc.	$3.01M	1.05%	0.00%	-5.7%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$2.86M	1.00%	Not reported	-43.9%	Q1 2022
AMZNAmazon Com Inc	$2.48M	0.86%	0.00%	+4.8%	Q4 2021
METAMeta Platforms, Inc.	$1.87M	0.65%	Not reported	+3.4%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$1.71M	0.59%	Not reported	+23.5%	Q3 2023
GOOGLAlphabet Inc.	$1.57M	0.55%	0.00%	+1.1%	Q4 2021
GBTCGrayscale Bitcoin Trust ETF	$1.15M	0.40%	0.01%	Not reported	Q2 2024
AVGOBroadcom Inc.	$1.03M	0.36%	0.00%	-2.6%	Q2 2023
GOOGAlphabet Inc.	$825K	0.29%	Not reported	+0.1%	Q4 2021
BRK.BBerkshire Hathaway Inc	$817K	0.28%	Not reported	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$769K	0.27%	0.00%	+0.6%	Q4 2021
NFLXNetflix Inc	$750K	0.26%	0.00%	Not reported	Q1 2022
LLYELI LILLY & Co	$588K	0.20%	0.00%	+2.7%	Q2 2023
VVisa Inc.	$578K	0.20%	0.00%	+7.0%	Q1 2022
TSLATesla, Inc.	$548K	0.19%	0.00%	+1.0%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$482K	0.17%	0.00%	+3.9%	Q2 2023
BACBank of America Corp	$448K	0.16%	0.00%	-1.3%	Q4 2021
MAMastercard Inc	$432K	0.15%	0.00%	+1.3%	Q4 2022
XOMExxonMobil Holdings Corp	$407K	0.14%	0.00%	-6.1%	Q3 2022
ORCLOracle Corp	$333K	0.12%	0.00%	-0.1%	Q2 2024
GSGoldman Sachs Group Inc	$319K	0.11%	0.00%	+0.2%	Q2 2024
ABBVAbbVie Inc.	$298K	0.10%	0.00%	+1.4%	Q1 2024
COSTCostco Wholesale Corp	$295K	0.10%	0.00%	Not reported	Q2 2024
WMTWalmart Inc.	$281K	0.10%	0.00%	+1.6%	Q3 2024
ISRGIntuitive Surgical Inc	$270K	0.09%	0.00%	+7.4%	Q2 2024
IBMInternational Business Machines Corp	$268K	0.09%	0.00%	Not reported	Q3 2024
LIFLife360, Inc.	$268K	0.09%	0.01%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$250K	0.09%	0.00%	-4.0%	Q4 2024
PGPROCTER & GAMBLE Co	$246K	0.09%	0.00%	-15.9%	Q1 2024
JNJJohnson & Johnson	$239K	0.08%	0.00%	-29.6%	Q4 2021
PLTRPalantir Technologies Inc.	$230K	0.08%	0.00%	Not reported	Q4 2021
HDHome Depot, Inc.	$227K	0.08%	0.00%	+5.1%	Q2 2024
WFCWells Fargo & Company	$222K	0.08%	0.00%	New	Q2 2025
ABTAbbott Laboratories	$217K	0.08%	0.00%	+5.6%	Q2 2024
TAt&T Inc.	$217K	0.08%	0.00%	Not reported	Q1 2025
TMUST-Mobile US, Inc.	$215K	0.07%	0.00%	Not reported	Q1 2025
INTUIntuit Inc.	$207K	0.07%	0.00%	New	Q2 2025
CATCaterpillar Inc	$203K	0.07%	0.00%	Not reported	Q3 2024
COMPCompass, Inc.	$81.6K	0.03%	0.00%	Not reported	Q4 2021
WITWipro Ltd	$81.1K	0.03%	0.00%	-34.1%	Q2 2023
LYGLloyds Banking Group plc	$45.5K	0.02%	0.00%	-11.7%	Q4 2023
MSAIMultiSensor AI Holdings, Inc.	$19.6K	0.01%	0.10%	-52.9%	Q4 2024

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