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Jordan Szekely

Cherrydale Wealth Management, Llc

Assets Managed
$382.18M
Holdings
84
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
18.08%(2Q avg: 8.17%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cherrydale Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Cherrydale Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 382.18M in assets, with a quarterly growth rate of 18.08% and a 2-quarter average growth rate of 8.17%. The portfolio is managed by Jordan Szekely, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.51%
27.76%
$106.06M
286,619 shares@ $370.04 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 0.83%
12.66%
$48.349M
1.09M shares@ $44.37 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 0.09%
7.78%
$29.713M
180,880 shares@ $164.27 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 3.27%
6.79%
$25.941M
704,170 shares@ $36.84 avg price
VONE
Vanguard Russell 1000
Recent Activity
Increased 3.31%
6.7%
$25.575M
75,506 shares@ $338.73 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 1.45%
5.71%
$21.796M
254,952 shares@ $85.5 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 3.57%
4.56%
$17.42M
23,656 shares@ $736.4 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -0.11%
3.36%
$12.804M
247,700 shares@ $51.69 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Decreased -0.37%
3.12%
$11.921M
124,908 shares@ $95.44 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 160.79%
1.61%
$6.129M
8,207 shares@ $746.75 avg price

1-10 of 84