Portfolio (Quarterly) Guide ↗

CHERRYDALE WEALTH MANAGEMENT, LLC

· CIK 0001907327

13F Portfolio $382M AUM 84 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 12 New 25 Added 9 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,720	$252K	0.08%	SOLD
2	T	AT&T INC	Communication Services	7,548	$219K	0.07%	SOLD
3	ISRG	INTUITIVE SURGICAL INC	Healthcare	463	$213K	0.07%	SOLD
4	BABA	ALIBABA GROUP HLDG LTD	Consumer Cyclical	1,598	$200K	0.06%	SOLD
5	WIT	WIPRO LTD	Technology	14,764	$31K	0.01%	SOLD

Sector Allocation

Financial Services 45.9%

Technology 31.5%

Communication Services 8.2%

Consumer Cyclical 5.2%

Healthcare 4.0%

Industrials 2.1%

Consumer Defensive 1.4%

Energy 1.3%

Utilities 0.4%