Sherman Wealth Management

Sherman Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Sherman Wealth Management

Sherman Wealth Management holds 66 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Mega Grwth Ind (MGK) 13.1 $13M 33k 402.42
Vanguard Specialized Funds Div App Etf (VIG) 10.8 $11M 50k 215.79
Vanguard Whitehall Fds High Div Yld (VYM) 7.2 $7.2M 51k 140.95
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.4 $5.4M 127k 42.79
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.7 $4.7M 92k 50.73
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.4 $4.4M 23k 194.50
Ishares Tr Msci Usa Min Vol (USMV) 2.8 $2.8M 30k 95.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $2.8M 46k 59.92
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.7 $2.7M 37k 73.48
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 2.5 $2.5M 5.8k 435.44
Apple (AAPL) 2.4 $2.4M 9.5k 254.64
Spdr Series Trust State Street Spd (BIL) 2.1 $2.1M 23k 91.75
J P Morgan Exchange Traded F Active Bond Etf (JBND) 2.0 $2.0M 36k 54.16
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.8 $1.8M 20k 88.96
NVIDIA Corporation (NVDA) 1.7 $1.7M 9.1k 186.58
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.6 $1.6M 34k 46.81
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $1.5M 4.6k 328.16
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $1.4M 12k 118.83
Cambria Etf Tr Shshld Yield Etf (SYLD) 1.4 $1.4M 21k 68.66
Ishares Core Msci Emkt (IEMG) 1.4 $1.4M 22k 65.92
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.2M 2.6k 479.66
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 1.2 $1.2M 18k 66.61
Spdr Series Trust State Street Spd (SPYG) 1.1 $1.1M 11k 104.51
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $1.1M 5.1k 208.70
Vanguard World Consum Dis Etf (VCR) 1.0 $1.0M 2.6k 396.13
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $1.0M 9.0k 113.88
Ishares Tr Expanded Tech (IGV) 1.0 $979k 8.5k 115.01
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.0 $971k 4.9k 199.46
Ea Series Trust Alpha Architect 0.9 $944k 18k 53.99
Ishares Tr Msci Usa Mmentm (MTUM) 0.9 $920k 3.6k 256.47
Spdr Series Trust State Street Spd (SPYV) 0.9 $904k 16k 55.33
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.9 $895k 12k 73.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $798k 15k 54.18
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $792k 4.5k 174.60
Ishares Tr Sp Smcp600vl Etf (IJS) 0.7 $743k 6.7k 110.59
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.7 $730k 6.4k 113.86
Microsoft Corporation (MSFT) 0.7 $716k 1.4k 518.10
First Tr Exchange-traded Dj Internt Idx (FDN) 0.7 $683k 2.4k 279.84
Proshares Tr S&p 500 High Inc (ISPY) 0.6 $650k 14k 45.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $620k 23k 27.30
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $605k 11k 57.10
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $524k 3.8k 139.66
Alphabet Cap Stk Cl C (GOOG) 0.5 $511k 2.1k 243.56
Home Depot (HD) 0.5 $470k 1.2k 405.20
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $374k 5.0k 74.37
Spdr Series Trust State Street Spd (SPTM) 0.4 $365k 4.5k 80.65
Meta Platforms Cl A (META) 0.4 $356k 485.00 734.94
Vanguard World Health Car Etf (VHT) 0.3 $345k 1.3k 259.69
Ishares Tr Rus 1000 Etf (IWB) 0.3 $337k 922.00 365.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $332k 660.00 502.74
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $294k 2.9k 103.07
Amazon (AMZN) 0.3 $293k 1.3k 219.57
Spdr Series Trust State Street Spd (SPSM) 0.3 $291k 6.3k 46.32
Spdr Series Trust State Street Spd (LGLV) 0.3 $282k 1.6k 178.20
Ishares Tr Morningstar Grwt (ILCG) 0.3 $275k 2.6k 104.30
Vanguard Index Fds Value Etf (VTV) 0.3 $268k 1.4k 186.43
Ishares Msci Gbl Min Vol (ACWV) 0.3 $253k 2.1k 119.90
Ishares Tr Core 40/60 Moder (AOM) 0.3 $253k 5.3k 47.58
Netflix (NFLX) 0.3 $252k 210.00 1198.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $251k 419.00 599.71
Pepsi (PEP) 0.2 $247k 1.8k 140.44
Spdr Series Trust State Street Spd (SLYV) 0.2 $239k 2.7k 88.64
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $229k 8.9k 25.71
Coca-Cola Company (KO) 0.2 $208k 3.1k 66.31
Ishares Tr Core S&p500 Etf (IVV) 0.2 $205k 306.00 669.50
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $202k 1.1k 189.77