Sherman Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Sherman Wealth Management LLC held in its portfolio 70 assets valued at $115,134,043 (i.e. $115.13M).
The most valuable assets in the portfolio included: VANGUARD WORLD FD ($13.42M), VANGUARD SPECIALIZED FUNDS ($11.35M), and VANGUARD WHITEHALL FDS ($7.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 70 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sherman Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD WORLD FD | 32514 | 13420609 | MEGA GRWTH IND |
| VANGUARD SPECIALIZED FUNDS | 51649 | 11351478 | DIV APP ETF |
| VANGUARD WHITEHALL FDS | 53528 | 7682385 | HIGH DIV YLD |
| SPDR INDEX SHS FDS | 141435 | 6281149 | PORTFOLIO DEVLPD |
| SPDR SERIES TRUST | 72563 | 6045670 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 100431 | 5080806 | ULTRA SHRT ETF |
| ISHARES TR | 22466 | 4462227 | MSCI USA QLT FCT |
| J P MORGAN EXCHANGE TRADED F | 60611 | 3277264 | ACTIVE BOND ETF |
| VANGUARD TAX-MANAGED FDS | 48096 | 3004551 | VAN FTSE DEV MKT |
| ISHARES TR | 30410 | 2863366 | MSCI USA MIN VOL |
| VANGUARD ADMIRAL FDS INC | 5974 | 2656164 | 500 GRTH IDX F |
| APPLE INC | 9408 | 2557772 | COM |
| INVESCO EXCH TRADED FD TR II | 35791 | 2556216 | S&P500 LOW VOL |
| PROSHARES TR | 42668 | 2249463 | ULTRAPRO QQQ |
| WISDOMTREE TR | 21251 | 1900479 | US QTLY DIV GRT |
| EA SERIES TRUST | 16460 | 1894546 | ALPHA ARCH 1-3 |
| EA SERIES TRUST | 35344 | 1844811 | ALPHA ARCHITECT |
| SPDR INDEX SHS FDS | 37475 | 1754208 | PORTFOLIO EMG MK |
| NVIDIA CORPORATION | 8768 | 1635216 | COM |
| VANGUARD INDEX FDS | 4637 | 1554501 | TOTAL STK MKT |
| ISHARES TR | 12652 | 1520536 | CORE S&P SCP ETF |
| ISHARES INC | 22506 | 1512856 | CORE MSCI EMKT |
| CAMBRIA ETF TR | 21507 | 1495190 | SHSHLD YIELD ETF |
| VANGUARD INDEX FDS | 2608 | 1272178 | GROWTH ETF |
| J P MORGAN EXCHANGE TRADED F | 18515 | 1261609 | DIV RTN INT EQ |
| VANGUARD INDEX FDS | 5597 | 1185368 | SM CP VAL ETF |
| BLACKROCK ETF TRUST II | 22094 | 1165916 | ISHARES FLEXIBLE |
| ISHARES TR | 9229 | 1051397 | EAFE GRWTH ETF |
| INVESCO QQQ TR | 1686 | 1035551 | UNIT SER 1 |
| INVESCO EXCHANGE TRADED FD T | 13366 | 1003106 | S&P500 QUALITY |
| VANGUARD ADMIRAL FDS INC | 4826 | 988537 | 500 VAL IDX FD |
| ISHARES TR | 3594 | 899577 | MSCI USA MMENTM |
| ISHARES TR | 8455 | 893576 | EXPANDED TECH |
| VANGUARD INTL EQUITY INDEX F | 15131 | 813450 | FTSE EMR MKT ETF |
| ISHARES TR | 6905 | 785279 | SP SMCP600VL ETF |
| PROSHARES TR | 16439 | 750110 | S&P 500 HIGH INC |
| SELECT SECTOR SPDR TR | 12661 | 693465 | STATE STREET FIN |
| SPDR S&P 500 ETF TR | 999 | 681525 | TR UNIT |
| MICROSOFT CORP | 1384 | 669240 | COM |
| ALPHABET INC | 2101 | 659140 | CAP STK CL C |
| VANGUARD WORLD FD | 1668 | 657141 | CONSUM DIS ETF |
| FIRST TR EXCHANGE-TRADED FD | 2437 | 655992 | DJ INTERNT IDX |
| VANGUARD INDEX FDS | 3685 | 653584 | MCAP VL IDXVIP |
| J P MORGAN EXCHANGE TRADED F | 9165 | 524591 | EQUITY PREMIUM |
| ISHARES TR | 3718 | 524410 | RUS MDCP VAL ETF |
| ADVANCED MICRO DEVICES INC | 2432 | 520837 | COM |
| SCHWAB STRATEGIC TR | 18923 | 519044 | US DIVIDEND EQ |
| HOME DEPOT INC | 1168 | 402039 | COM |
| RBB FD INC | 5511 | 395552 | MOTLEY FOL ETF |
| VANGUARD BD INDEX FDS | 5104 | 378067 | TOTAL BND MRKT |
| GE AEROSPACE | 1136 | 349993 | COM NEW |
| ISHARES TR | 915 | 341869 | RUS 1000 ETF |
| BERKSHIRE HATHAWAY INC DEL | 660 | 331749 | CL B NEW |
| ROKU INC | 3000 | 325470 | COM CL A |
| SPDR DOW JONES INDL AVERAGE | 674 | 323869 | UT SER 1 |
| EXXON MOBIL CORP | 2688 | 323494 | COM |
| META PLATFORMS INC | 482 | 317926 | CL A |
| AMAZON COM INC | 1313 | 303067 | COM |
| PROSHARES TR | 2866 | 298254 | S&P 500 DV ARIST |
| VANGUARD INDEX FDS | 1449 | 276782 | VALUE ETF |
| ISHARES TR | 2641 | 274758 | MORNINGSTAR GRWT |
| ISHARES TR | 5396 | 257528 | CORE 40/60 MODER |
| ISHARES INC | 2135 | 253494 | MSCI GBL MIN VOL |
| PEPSICO INC | 1653 | 237199 | COM |
| SCHWAB STRATEGIC TR | 8796 | 230721 | US BRD MKT ETF |
| COCA COLA CO | 3175 | 221987 | COM |
| VANGUARD INTL EQUITY INDEX F | 2518 | 210516 | FTSE EUROPE ETF |
| ISHARES TR | 307 | 210396 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 4344 | 202375 | US MKTWIDE VALUE |
| INVESCO EXCHANGE TRADED FD T | 1049 | 200852 | S&P500 EQL WGT |
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