§ 13F · FUND PROFILE
Sherman Wealth Management LLC.
AUM · $133M (13F)Positions · 84Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD WORLD FD | 160K | $14M | — | — |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 56K | $13M | — | — |
| 3 | SPDW | SPDR INDEX SHS FDS | 168K | $8M | — | — |
| 4 | VYM | VANGUARD WHITEHALL FDS | 52K | $8M | — | — |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 125K | $6M | — | — |
| 6 | JBND | J P MORGAN EXCHANGE TRADED F | 87K | $5M | — | — |
| 7 | QUAL | ISHARES TR | 21K | $5M | — | — |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 51K | $4M | — | — |
| 9 | VOOG | VANGUARD ADMIRAL FDS INC | 38K | $3M | — | — |
| 10 | BIL | SPDR SERIES TRUST | 32K | $3M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHERMAN SIGNAL
AC read
Sherman Wealth Management LLC is a Other fund managing $133 million in assets. The fund runs a portfolio of 84 positions.
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