Sherry Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Sherry Group, Inc. held in its portfolio 41 assets valued at $95,430,870 (i.e. $95.43M).
The most valuable assets in the portfolio included: NVIDIA CORP ($18.46M), ISHARES TR ULTRA SHORT DUR ($12.20M), and VANGUARD LARGE-CAP INDEX FUND ($8.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 41 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sherry Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORP | 98413 | 18456374 | COM |
| ISHARES TR ULTRA SHORT DUR | 241206 | 12197787 | ULTRA SHORT DUR |
| VANGUARD LARGE-CAP INDEX FUND | 26040 | 8259479 | LARGE CAP ETF |
| TESLA INC COM | 12028 | 5465884 | COM |
| INNOVATOR ETFS TRUST GROWTH 100 PWR B | 167011 | 4851227 | GROWTH 100 PWR B |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 58872 | 4372448 | TOTAL BND MRKT |
| INNOVATOR RUSSELL 2000 POWER BUFFER ETF- | 80742 | 3372593 | US SML CP PWR B |
| INNOVATOR S&P POWER BUFFER ETF-NOVEMBER | 74905 | 3143763 | US EQTY PWR BUF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 39115 | 2456032 | VAN FTSE DEV MKT |
| WAL MART INC | 21108 | 2362407 | COM |
| VANGUARD MID-CAP INDEX FUND | 7912 | 2317646 | MID CAP ETF |
| ISHARES FALLEN ANGELS USD BOND ETF | 79699 | 2178959 | FALN ANGLS USD |
| NETFLIX COM INC | 20030 | 1878413 | COM |
| GLOBAL X SUPERDIVIDEND U.S. ETF | 107941 | 1878173 | GLOBX SUPDV US |
| TIDAL TRUST III VISTASHARES TRGT | 99420 | 1872079 | VISTASHARES TRGT |
| ALPS EQUAL SECTOR WEIGHT ETF | 36521 | 1706261 | EQUAL SEC ETF |
| STATE STREET TECHNOLOGY SELECT SECTOR SP | 10162 | 1477656 | STATE STREET TEC |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 2834 | 1427514 | COM |
| INNOVATOR ETFS TRUST US SMALL CAP PWR | 50747 | 1427008 | US SMALL CAP PWR |
| ISHARES S&P SMALLCAP 600 INDEX FUND | 9877 | 1201879 | CORE S&P SCP ETF |
| WISDOMTREE EMERGING MARKETS EX-STATE OWN | 30035 | 1175586 | EM EX ST-OWNED |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 3478 | 1175042 | TOTAL STK MKT |
| VANGUARD INFORMATION TECHNOLOGY INDEX FU | 1542 | 1173292 | INF TECH ETF |
| STATE STREET REAL ESTATE SELECT SECTOR S | 27950 | 1138124 | STATE STREET REA |
| STATE STREET ENERGY SELECT SECTOR SPDR E | 24119 | 1084390 | STATE STREET ENE |
| AMAZON COM INC | 4640 | 1078939 | COM |
| APPLE INC COM | 3585 | 978992 | COM |
| ZOOM COMMUNICATIONS INC CL A | 10356 | 893723 | COM |
| STATE STREET FINANCIAL SELECT SECTOR SPD | 14968 | 825934 | STATE STREET FIN |
| VANGUARD DIVIDEND APPRECIATION INDEX FUN | 3500 | 775145 | DIV APP ETF |
| ALPHABET INC CAP STK CL A | 1325 | 415998 | COM |
| VANGUARD ENERGY INDEX FUND | 2894 | 366438 | ENERGY ETF |
| ISHARES SILVER TRUST | 5251 | 362214 | ISHARES |
| UBER TECHNOLOGIES INC COM | 3964 | 325524 | COM |
| META PLATFORMS INC CL A | 474 | 315660 | COM |
| VERIZON COMMUNICATIONS INC. | 5470 | 222629 | COM |
| MICROSOFT CORP | 441 | 214979 | COM |
| SCHWAB U.S. BROAD MARKET ETF | 7848 | 207501 | US BRD MKT ETF |
| STATE STREET SPDR S&P MIDCAP 400 ETF TRU | 340 | 207213 | UTSER1 S&PDCRP |
| PIEDMONT REALTY TRUST INC COM CL A | 11423 | 95611 | COM |
| ANNOVIS BIO INC COM | 27270 | 94354 | COM |
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