Portfolio (Quarterly) Guide ↗

CHERRYDALE WEALTH MANAGEMENT, LLC

· CIK 0001907327

13F Portfolio $324M AUM 77 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 20 Added 36 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	LIFE360 INC	—	4,106	$263K	0.08%	SOLD
2	HD	HOME DEPOT INC	Consumer Cyclical	618	$213K	0.07%	SOLD
3	DHR	DANAHER CORPORATION	Healthcare	919	$210K	0.06%	SOLD
4	IVV	ISHARES TR	—	304	$208K	0.06%	SOLD
5	AXP	AMERICAN EXPRESS CO	Financial Services	557	$206K	0.06%	SOLD
6	ANET	ARISTA NETWORKS INC	Technology	1,540	$202K	0.06%	SOLD

Sector Allocation

Financial Services 41.0%

Technology 28.8%

Communication Services 13.7%

Consumer Cyclical 6.0%

Healthcare 4.8%

Energy 2.0%

Consumer Defensive 1.9%

Industrials 1.7%