Sherman Porfolios
Latest statistics and disclosures from True Freedom Investing's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJS, IWM, IJK, GLD, BIV, and represent 62.97% of True Freedom Investing's stock portfolio.
- Reduced shares in these 10 stocks: IJS, IWM, IJK, BND, SCHX, GLD, XLE, SCHF, IEF, BIV.
- Sold out of its position in IYW.
- True Freedom Investing was a net seller of stock by $-27M.
- True Freedom Investing has $1.3B in assets under management (AUM), dropping by -2.04%.
- Central Index Key (CIK): 0002096483
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Portfolio Holdings for True Freedom Investing
True Freedom Investing holds 97 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 17.7 | $226M | 1.9M | 118.45 |
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| Ishares Tr Russell 2000 Etf (IWM) | 17.6 | $224M | 905k | 248.00 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 17.5 | $223M | 2.2M | 100.62 |
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| Spdr Gold Tr Gold Shs (GLD) | 7.3 | $93M | 216k | 430.29 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 3.0 | $38M | -2% | 496k | 77.18 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 2.8 | $35M | -3% | 575k | 61.26 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.6 | $34M | -4% | 1.3M | 25.64 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.4 | $31M | -5% | 423k | 73.64 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.2 | $28M | -4% | 1.1M | 24.75 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.6 | $21M | 32k | 650.34 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.1 | $14M | -6% | 148k | 95.44 |
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| ConocoPhillips (COP) | 0.8 | $11M | 80k | 132.00 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $10M | 59k | 169.66 |
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| Microsoft Corporation (MSFT) | 0.6 | $8.0M | 22k | 370.18 |
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| Phillips 66 (PSX) | 0.6 | $7.4M | 40k | 182.18 |
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| Qualcomm (QCOM) | 0.5 | $7.0M | 54k | 128.78 |
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| Chevron Corporation (CVX) | 0.5 | $6.8M | 33k | 206.90 |
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| Merck & Co (MRK) | 0.5 | $6.8M | 57k | 120.29 |
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| Verizon Communications (VZ) | 0.5 | $6.6M | 131k | 50.20 |
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| Astrazeneca Ord (AZN) | 0.5 | $6.5M | 33k | 197.22 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $6.4M | -2% | 208k | 30.68 |
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| Apple (AAPL) | 0.5 | $6.2M | 24k | 253.79 |
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| Citigroup Com New (C) | 0.5 | $6.1M | 54k | 113.41 |
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| Amgen (AMGN) | 0.5 | $6.1M | 17k | 351.86 |
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| Abbvie (ABBV) | 0.5 | $6.0M | 28k | 217.49 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $6.0M | 20k | 294.16 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $6.0M | 238k | 25.10 |
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| Pepsi (PEP) | 0.5 | $5.8M | 37k | 155.29 |
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| Spdr Series Trust St Str P400mid (SPMD) | 0.4 | $5.7M | -2% | 96k | 59.22 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $5.7M | -5% | 80k | 71.13 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $5.7M | 43k | 130.94 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $5.7M | 108k | 52.56 |
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| Southern Company (SO) | 0.4 | $5.6M | 58k | 96.52 |
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| Waste Management (WM) | 0.4 | $5.6M | 25k | 229.79 |
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| Broadcom (AVGO) | 0.4 | $5.5M | 18k | 309.52 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $5.5M | 28k | 194.14 |
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| McDonald's Corporation (MCD) | 0.4 | $5.3M | 17k | 310.80 |
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| Kimberly-Clark Corporation (KMB) | 0.4 | $5.1M | 53k | 96.47 |
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| Omni (OMC) | 0.4 | $5.0M | 67k | 75.31 |
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| Procter & Gamble Company (PG) | 0.4 | $5.0M | 35k | 144.44 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $5.0M | 11k | 479.20 |
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| American Tower Reit (AMT) | 0.4 | $5.0M | 29k | 172.58 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $5.0M | -4% | 151k | 32.95 |
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| MetLife (MET) | 0.4 | $4.7M | 67k | 70.72 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $4.7M | 14k | 337.95 |
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| International Paper Company (IP) | 0.4 | $4.6M | 128k | 35.70 |
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| Unilever Spon Adr New (UL) | 0.4 | $4.5M | 79k | 56.97 |
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| Abbott Laboratories (ABT) | 0.3 | $4.5M | 43k | 102.67 |
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| Genuine Parts Company (GPC) | 0.3 | $4.4M | 42k | 105.75 |
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| Automatic Data Processing (ADP) | 0.3 | $4.3M | 21k | 203.18 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.3 | $4.1M | -4% | 101k | 40.83 |
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| NVIDIA Corporation (NVDA) | 0.3 | $3.9M | 22k | 174.40 |
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| Anthem (ELV) | 0.3 | $3.8M | -2% | 13k | 292.74 |
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| Iqvia Holdings (IQV) | 0.3 | $3.8M | -2% | 22k | 170.54 |
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| Bluerock Pvt Real Estate (BPRE) | 0.3 | $3.7M | -3% | 220k | 16.61 |
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| Meta Platforms Cl A (META) | 0.3 | $3.6M | -2% | 6.2k | 572.13 |
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| Palo Alto Networks (PANW) | 0.3 | $3.5M | -2% | 22k | 160.32 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $3.4M | -5% | 5.9k | 577.17 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $3.4M | -5% | 60k | 56.79 |
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| Veeva Sys Cl A Com (VEEV) | 0.3 | $3.3M | -2% | 19k | 175.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.3M | 12k | 286.87 |
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| Dex (DXCM) | 0.3 | $3.3M | -2% | 53k | 62.80 |
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| General Dynamics Corporation (GD) | 0.3 | $3.3M | 9.5k | 343.22 |
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| salesforce (CRM) | 0.3 | $3.2M | -2% | 17k | 186.67 |
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| Amazon (AMZN) | 0.2 | $3.1M | 15k | 208.27 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $3.0M | -6% | 27k | 113.11 |
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| Intuit (INTU) | 0.2 | $2.9M | -2% | 6.8k | 432.39 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.8M | -2% | 5.6k | 499.67 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $2.7M | -3% | 112k | 24.27 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.8M | 12k | 146.28 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $1.3M | -2% | 17k | 79.56 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.3M | -2% | 12k | 108.99 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $1.1M | 11k | 100.66 |
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| Cion Invt Corp (CION) | 0.1 | $979k | 143k | 6.84 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $922k | 35k | 26.61 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $797k | 2.5k | 320.83 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $684k | -23% | 3.9k | 175.90 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $616k | 3.2k | 192.91 |
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| Wal-Mart Stores (WMT) | 0.0 | $586k | 4.7k | 124.28 |
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| Tesla Motors (TSLA) | 0.0 | $565k | 1.5k | 371.75 |
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| Royal Gold (RGLD) | 0.0 | $460k | 1.8k | 254.49 |
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| 3M Company (MMM) | 0.0 | $444k | 3.1k | 145.23 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $377k | 4.3k | 88.16 |
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| SLB Com Stk (SLB) | 0.0 | $358k | 7.0k | 51.39 |
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| Marvell Technology (MRVL) | 0.0 | $332k | 3.4k | 99.06 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $328k | 7.3k | 44.62 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $305k | 9.8k | 30.96 |
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| Franco-Nevada Corporation (FNV) | 0.0 | $282k | 1.1k | 247.05 |
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| Edison International (EIX) | 0.0 | $277k | 3.8k | 73.18 |
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| Curtiss-Wright (CW) | 0.0 | $272k | 400.00 | 681.12 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $233k | 2.5k | 91.62 |
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| Ishares Tr Us Telecom Etf (IYZ) | 0.0 | $229k | -57% | 5.8k | 39.32 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $210k | 2.9k | 73.14 |
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| Roivant Sciences SHS (ROIV) | 0.0 | $208k | -5% | 7.5k | 27.70 |
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| Msc Income Fund (MSIF) | 0.0 | $171k | 14k | 12.18 |
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| Lightpath Technologies Com Cl A (LPTH) | 0.0 | $111k | 11k | 10.03 |
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| Surf Air Mobility Com New (SRFM) | 0.0 | $35k | 30k | 1.15 |
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Past Filings by True Freedom Investing
SEC 13F filings are viewable for True Freedom Investing going back to 2024
- True Freedom Investing 2026 Q2 filed Aug. 12, 2026
- Sherman Porfolios 2026 Q1 filed May 13, 2026
- Sherman Porfolios 2025 Q4 filed Feb. 17, 2026
- Sherman Porfolios 2025 Q3 filed Dec. 22, 2025
- Sherman Porfolios 2025 Q2 filed Dec. 22, 2025
- Sherman Porfolios 2024 Q4 filed Dec. 22, 2025