Cherrydale Wealth Management, LLC has filed its Form 13F-HR, disclosing the firm's equity holdings as of September 30, 2026. The filing lists 82 distinct positions held by the firm, managed by Founder and Managing Partner Jordan Szekely.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The largest individual stock holding is Apple Inc., with 14,101 shares. Other significant individual positions include Amazon.com Inc. with 9,928 shares, Microsoft Corporation with 5,794 shares, and NVIDIA Corporation with 19,613 shares. The firm also holds substantial stakes in Alphabet Inc. Class A and Class C, with 8,215 and 5,264 shares respectively.
A significant portion of the portfolio is allocated to ETFs, including Vanguard Index Funds and Dimensional ETF Trust products. These include the Vanguard S&P 500 ETF Shares, the Vanguard Total Stock Market ETF, and the Dimensional ETF Trust US Core Equity Market ETF. The filing also includes positions in Mastercard Incorporated, Eli Lilly & Co., and Visa Inc.
The report indicates that all positions are held in a 'SOLE' voting capacity, meaning the firm does not share voting rights with any other party.
