CHERRYDALE WEALTH MANAGEMENT, LLC

RIA/Wealth

CHERRYDALE WEALTH MANAGEMENT, LLC is a RIA/Wealth based in Hoboken, NJ led by Jordan Ian Szekely, reporting $407.1M in AUM as of Q3 2025 with 88% ETF concentration, 79% concentrated in top 10 holdings, and 28% allocation to VTI.

Managing PartnerJordan Ian Szekely

Portfolio Value: $316.8M
Positions: 79
Top Holding: VTI at 27.7%
Last Reported: Q3 2025

Address221 River Street, 9th Floor, Hoboken, NJ, 07030, United States

Top Holdings

Largest long holdings in CHERRYDALE WEALTH MANAGEMENT, LLC's portfolio (79% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$87.8M	27.70%	+$3.0M Bought	— 267.4K shares	Q4 2021 Held for 3y 11m
2 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$44.8M	14.14%	-$316.9K Sold	— 1.2M shares	Q4 2021 Held for 3y 11m
3 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$26.9M	8.48%	+$80.1K Bought	— 184.5K shares	Q2 2022 Held for 3y 5m
4 Dimensional World ex U.S. Core Equity 2 DFAX	ETF ETF	$20.3M	6.42%	+$867.1K Bought	— 647.8K shares	Q4 2021 Held for 3y 11m
5 Vanguard Russell 1000 VONE	ETF ETF	$18.6M	5.87%	+$1.1M Bought	— 61.5K shares	Q4 2022 Held for 2y 11m
6 Vanguard Total International Stock VXUS	ETF ETF	$17.3M	5.47%	+$661.4K Bought	— 236.1K shares	Q4 2021 Held for 3y 11m
7 Dimensional US Core Equity Market DFAU	ETF ETF	$11.4M	3.61%	-$86.7K Sold	— 250.1K shares	Q2 2022 Held for 3y 5m
8 iShares Core MSCI Total International Stock IXUS	ETF ETF	$10.4M	3.29%	-$11.7K Sold	— 126.4K shares	Q2 2022 Held for 3y 5m
9 Invesco QQQ Trust QQQ	ETF ETF	$8.4M	2.64%	+$648.4K Bought	— 13.9K shares	Q4 2021 Held for 3y 11m
10 iShares Russell 1000 IWB	ETF ETF	$4.3M	1.37%	+$11.7K Bought	— 11.9K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CHERRYDALE WEALTH MANAGEMENT, LLC's latest filing

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Market Value

$316.8M

Prior: $285.9M

Q/Q Change

+10.81%

+$30.9M

Net Flows % of MV

+2.49%

Turnover Ratio

1.8%

New Purchases

5 stocks

$1.1M

Added To

31 stocks

+$8.1M

Sold Out Of

3 stocks

$308.2K

Reduced Holdings

18 stocks

-$1.1M

Increased Positions

Position	Shares Δ	Change
1 BABA Alibaba Group Holding Limited BABA	New	0 → 1.6K +$285.6K
2 Arista Networks ANET	New	0 → 1.5K +$224.4K
3 General Electric GE	New	0 → 711.0 +$214.0K
4 iShares Core S&P 500 ETF IVV	New	0 → 304.0 +$203.5K
5 Raytheon Technologies RTX	New	0 → 1.2K +$200.6K

Decreased Positions

Position	Shares Δ	Change
1 Intuit INTU	Sold	263.0 → 0 −$207.0K
2 Compass COMP	Sold	13.0K → 0 −$81.6K
3 MultiSensor AI Holdings, Inc. MSAI	Sold	32.8K → 0 −$19.6K
4 Vanguard Value VTV	-13.32%	3.1K → 2.7K −$76.1K
5 Vanguard Small-Cap Growth VBK	-9.37%	1.6K → 1.5K −$45.2K