Cherrydale Wealth Management Q2 2026 Portfolio Activity: Focus on VTI, SPY & Tech Stocks
Cherrydale Wealth Management's portfolio saw notable changes in the second quarter of 2026, with significant additions to SPY and other ETFs.
As reported by Cherrydale Wealth Management, the portfolio held as of June 30, 2026, showed several observable changes during Q2. The investment firm demonstrated a clear focus on broad market exposure and specific sectors.
The largest ETF holding remains VTI with a substantial allocation of $106 million (27.75% of the portfolio). This quarter saw only a modest increase in its share count (+7,017 shares or +2.51%), suggesting stable management rather than aggressive buying.
Significant activity was observed with SPY, which experienced an extraordinary 160.79% increase in its portfolio allocation percentage (from $34 million to $61 million). This translates to a substantial addition of shares (+5,060 shares), making it one of the most notable purchases during Q2.
Other ETF additions include VONE and VCIT. The Vanguard Scottsdale fund saw its portfolio percentage rise from 0.3% to 6.7%, while VCIT increased from a negligible position to $4 million, indicating growing interest in small-cap value stocks within the firm's strategy.
Cherrydale also bolstered its exposure to PYLD (PIMCO ETF TR), increasing its portfolio percentage allocation by approximately 586 basis points. This suggests confidence in the performance of this specific Pimco fund during the quarter.
In terms of individual stocks, Cherrydale added positions like INTC (Intel Corp) and GLW (Corning Inc). These additions increased their Technology sector exposure significantly. KLAC (KLA Corp), another Tech stock, was also included as a new position this quarter.