Cherrydale Wealth Management, LLC
Cherrydale Wealth Management, LLC is a registered investment adviser headquartered in Hoboken, New Jersey. Founded by Jordan Szekely, it manages portfolios and provides financial planning for individuals and institutions. The firm was founded in 2017 and currently employs approximately 3 staff members. Their services focus on portfolio management, financial planning, and manager selection for their clients, primarily within the United States.
Investment Strategy
Cherrydale Wealth Management employs a discretionary investment strategy focused on public equities and ETFs. Their portfolio holdings demonstrate a diversified asset allocation, with a large concentration in broad market ETFs and factor-based funds. The firm’s approach emphasizes risk management, long-term growth, and adherence to clients’ investment objectives, using a mix of strategic and tactical asset allocation among global equities, fixed income, and alternatives.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 27.58% | $87.8M | 267,449 | $244.19 | $328.17 | +$9.3M |
D DFAC | DIMENSIONAL ETF TRUST | 14.08% | $44.8M | 1,161,816 | $28.28 | $38.57 | +$2.9M |
I ITOT | ISHARES TR | 8.44% | $26.9M | 184,534 | $90.63 | $145.65 | +$2.0M |
D DFAX | DIMENSIONAL ETF TRUST | 6.39% | $20.3M | 647,771 | $25.76 | $31.38 | +$2.1M |
V VONE | VANGUARD SCOTTSDALE FDS | 5.84% | $18.6M | 61,526 | $244.87 | $302.35 | +$2.3M |