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Sherman Wealth Management

Latest statistics and disclosures from Sherman Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002096110

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Positions held by Sherman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sherman Wealth Management

Sherman Wealth Management holds 77 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard World Mega Grwth Ind (MGK)	11.7	$13M	33k	412.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	9.9	$11M	52k	219.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	6.7	$7.7M	54k	143.52	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	5.5	$6.3M	141k	44.41	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.4	$5.1M	100k	50.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.9	$4.5M	23k	198.62	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	2.8	$3.3M	61k	54.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.6	$3.0M	48k	62.47	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.5	$2.9M	30k	94.16	View chart
Spdr Series Trust State Street Spd (BIL)	2.4	$2.7M	30k	91.38	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	2.3	$2.7M	6.0k	444.62	View chart
Apple (AAPL)	2.2	$2.6M	9.4k	271.87	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	2.2	$2.6M	36k	71.42	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	2.0	$2.2M	43k	52.72	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.7	$1.9M	21k	89.43	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.6	$1.9M	17k	115.10	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.5	$1.8M	38k	46.81	View chart
NVIDIA Corporation (NVDA)	1.4	$1.6M	8.8k	186.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$1.6M	4.6k	335.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$1.5M	13k	120.18	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$1.5M	23k	67.22	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	1.3	$1.5M	22k	69.52	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$1.3M	2.6k	487.80	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	1.1	$1.3M	19k	68.14	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$1.2M	5.6k	211.79	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.0	$1.2M	22k	52.77	View chart
Spdr Series Trust State Street Spd (SPYG)	1.0	$1.2M	11k	106.70	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$1.1M	9.2k	113.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$1.0M	1.7k	614.21	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.9	$1.0M	13k	75.05	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.9	$989k	4.8k	204.84	View chart
Ea Series Trust Alpha Architect	0.8	$967k	18k	55.10	View chart
Spdr Series Trust State Street Spd (SPYV)	0.8	$932k	16k	56.81	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.8	$900k	3.6k	250.30	View chart
Ishares Tr Expanded Tech (IGV)	0.8	$894k	8.5k	105.69	View chart
Ea Series Trust Alpha Architect	0.8	$878k	18k	49.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$814k	15k	53.76	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.7	$785k	6.9k	113.73	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.7	$750k	16k	45.63	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.6	$694k	13k	54.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$682k	999.00	682.21	View chart
Microsoft Corporation (MSFT)	0.6	$669k	1.4k	483.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$659k	2.1k	313.73	View chart
Vanguard World Consum Dis Etf (VCR)	0.6	$657k	1.7k	393.97	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.6	$656k	2.4k	269.18	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.6	$654k	3.7k	177.36	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$525k	9.2k	57.24	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$524k	3.7k	141.05	View chart
Advanced Micro Devices (AMD)	0.5	$521k	2.4k	214.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$519k	19k	27.43	View chart
Home Depot (HD)	0.3	$402k	1.2k	344.21	View chart
RBB Motley Fol Etf (TMFC)	0.3	$396k	5.5k	71.78	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$378k	5.1k	74.07	View chart
Spdr Series Trust State Street Spd (SPTM)	0.3	$374k	4.5k	82.50	View chart
Ge Aerospace Com New (GE)	0.3	$350k	1.1k	308.09	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$342k	915.00	373.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$332k	660.00	502.65	View chart
Roku Com Cl A (ROKU)	0.3	$326k	3.0k	108.49	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$324k	674.00	480.52	View chart
Exxon Mobil Corporation (XOM)	0.3	$324k	2.7k	120.35	View chart
Meta Platforms Cl A (META)	0.3	$318k	482.00	659.60	View chart
Amazon (AMZN)	0.3	$303k	1.3k	230.82	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$298k	2.9k	104.07	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$298k	6.4k	46.86	View chart
Spdr Series Trust State Street Spd (LGLV)	0.3	$290k	1.7k	175.59	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$277k	1.4k	191.02	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$275k	2.6k	104.04	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.2	$258k	5.4k	47.73	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.2	$254k	2.1k	118.73	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$247k	2.7k	90.96	View chart
Pepsi (PEP)	0.2	$237k	1.7k	143.50	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$231k	8.8k	26.23	View chart
Coca-Cola Company (KO)	0.2	$222k	3.2k	69.92	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$211k	2.5k	83.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$210k	307.00	685.33	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$202k	4.3k	46.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$201k	1.0k	191.47	View chart

Past Filings by Sherman Wealth Management

SEC 13F filings are viewable for Sherman Wealth Management going back to 2025

Sherman Wealth Management 2025 Q4 restated filed Jan. 15, 2026
Sherman Wealth Management 2025 Q4 filed Jan. 14, 2026

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