§ 13F · FUND PROFILE
Sherman Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 143Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$215.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD WORLD FD | 33K | $13.4T | 6.2% | NEW |
| 2 | MGK | VANGUARD WORLD FD | 32K | $13.1T | 6.1% | NEW |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 52K | $11.4T | 5.3% | NEW |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 50K | $10.8T | 5.0% | NEW |
| 5 | VYM | VANGUARD WHITEHALL FDS | 54K | $7.7T | 3.6% | NEW |
| 6 | VYM | VANGUARD WHITEHALL FDS | 51K | $7.2T | 3.4% | NEW |
| 7 | SPDW | SPDR INDEX SHS FDS | 141K | $6.3T | 2.9% | NEW |
| 8 | SPDW | SPDR INDEX SHS FDS | 127K | $5.4T | 2.5% | NEW |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 100K | $5.1T | 2.4% | NEW |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | 92K | $4.7T | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHERMAN SIGNAL
AC read
Sherman Wealth Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed