Cherrydale Wealth Management, LLC
Cherrydale Wealth Management, LLC reported 84 holdings worth US$382M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Cherrydale Wealth Management, LLC reported 84 holdings worth US$382M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Nvidia Corporation. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 84
- Value as reported
- US$382M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 13,361 | US$4.77M | 1.2% |
| Apple Inc | 14,041 | US$4.06M | 1.1% |
| Nvidia Corporation | 19,527 | US$3.91M | 1.0% |
| Amazon.com, Inc. | 9,846 | US$2.35M | 0.61% |
| Microsoft Corp. | 5,746 | US$2.14M | 0.56% |
| Meta Platforms, Inc. | 2,742 | US$1.54M | 0.40% |
| Broadcom Inc. | 3,716 | US$1.4M | 0.37% |
| Micron Technology, Inc. | 972 | US$1.12M | 0.29% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,131 | US$1.02M | 0.27% |
| Berkshire Hathaway Inc. | 1,880 | US$941K | 0.25% |
| Eli Lilly And Company | 717 | US$860K | 0.22% |
| Jp Morgan Chase & Co. | 2,579 | US$844K | 0.22% |
| Advanced Micro Devices Inc | 1,422 | US$826K | 0.22% |
| Tesla, Inc. | 1,675 | US$705K | 0.18% |
| Applied Materials, Inc. | 764 | US$553K | 0.14% |
| Exxon Mobil Corporation | 3,917 | US$536K | 0.14% |
| Caterpillar, Inc. | 493 | US$525K | 0.14% |
| Visa Inc. | 1,461 | US$501K | 0.13% |
| Johnson & Johnson | 1,941 | US$493K | 0.13% |
| Bank Of America Corporation | 8,254 | US$470K | 0.12% |
| Goldman Sachs Group, Inc. (the) | 454 | US$460K | 0.12% |
| Lam Research Corporation | 1,009 | US$437K | 0.11% |
| Netflix, Inc. | 5,600 | US$400K | 0.10% |
| Abbvie Inc. | 1,557 | US$392K | 0.10% |
| Mastercard Incorporated | 716 | US$368K | 0.10% |
| Unitedhealth Group Incorporated | 860 | US$357K | 0.09% |
| Cisco Systems, Inc. | 2,995 | US$352K | 0.09% |
| Kla Corporation | 1,149 | US$347K | 0.09% |
| Intel Corporation | 2,451 | US$342K | 0.09% |
| Walmart Inc. | 2,849 | US$323K | 0.08% |
| Corning Incorporated | 1,257 | US$321K | 0.08% |
| Western Digital Corporation | 450 | US$287K | 0.08% |
| Costco Wholesale Corporation | 300 | US$281K | 0.07% |
| Merck & Company, Inc. | 2,134 | US$274K | 0.07% |
| International Business Machines Corporation | 968 | US$272K | 0.07% |
| Ge Aerospace | 718 | US$268K | 0.07% |
| Sandisk Corporation | 111 | US$252K | 0.07% |
| Arista Networks, Inc. | 1,425 | US$242K | 0.06% |
| Coca-cola Company (the) | 2,899 | US$236K | 0.06% |
| Ge Vernova Inc. | 198 | US$233K | 0.06% |
| Life360, Inc. | 4,106 | US$227K | 0.06% |
| Oracle Corporation | 1,511 | US$221K | 0.06% |
| Wells Fargo & Company | 2,675 | US$221K | 0.06% |
| Asml Holding Nv | 110 | US$220K | 0.06% |
| Rtx Corporation | 1,131 | US$215K | 0.06% |
| Chevron Corporation | 1,224 | US$203K | 0.05% |
| Lloyds Banking Group Plc | 10,694 | US$62,346 | 0.02% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Wipro Limited | 0 | US$0 | 0.00% |
Source
View original at SEC
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