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Sherman Wealth Management LLC 13F holdings

Filed 2026-07-09 · Sherman Wealth Management LLC · 84 positions · $132.8M

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TickerCompanySharesValue% of portfolio
MGKVANGUARD WORLD FD159.7K$14.0M10.6%
VIGVANGUARD SPECIALIZED FUNDS55.7K$13.2M9.9%
SPDWSPDR INDEX SHS FDS167.9K$8.5M6.4%
VYMVANGUARD WHITEHALL FDS52.4K$8.3M6.2%
JPSTJ P MORGAN EXCHANGE TRADED F124.7K$6.3M4.7%
JBNDJ P MORGAN EXCHANGE TRADED F86.8K$4.6M3.5%
QUALISHARES TR20.7K$4.5M3.4%
VEAVANGUARD TAX-MANAGED FDS51.0K$3.6M2.7%
VOOGVANGUARD ADMIRAL FDS INC37.8K$3.1M2.3%
BILSPDR SERIES TRUST32.2K$3.0M2.2%
USMVISHARES TR28.6K$2.8M2.1%
TQQQPROSHARES TR31.8K$2.6M1.9%
AAPLAPPLE INC8.6K$2.5M1.9%
SPLVINVESCO EXCH TRADED FD TR II32.3K$2.4M1.8%
BOXXEA SERIES TRUST20.6K$2.4M1.8%
SPEMSPDR INDEX SHS FDS42.0K$2.2M1.6%
ACWIISHARES INC24.9K$2.1M1.6%
SPHQINVESCO EXCHANGE TRADED FD T21.0K$1.9M1.4%
DGRWWISDOMTREE TR19.6K$1.9M1.4%
IJRISHARES TR12.6K$1.9M1.4%
SYLDCAMBRIA ETF TR21.9K$1.7M1.3%
VTIVANGUARD INDEX FDS4.7K$1.7M1.3%
BINCBLACKROCK ETF TRUST II32.7K$1.7M1.3%
NVDANVIDIA CORPORATION8.2K$1.6M1.2%
VBRVANGUARD INDEX FDS6.2K$1.5M1.1%
AMDADVANCED MICRO DEVICES INC2.4K$1.4M1.1%
JPINJ P MORGAN EXCHANGE TRADED F19.4K$1.4M1.1%
SPYGSPDR SERIES TRUST11.1K$1.3M1.0%
VUGVANGUARD INDEX FDS15.2K$1.3M1.0%
QQQINVESCO QQQ TR1.7K$1.2M0.9%
MTUMISHARES TR3.6K$1.2M0.9%
EFGISHARES TR9.3K$1.2M0.9%
—EA SERIES TRUST17.5K$1.0M0.8%
SPYVSPDR SERIES TRUST16.5K$1.0M0.8%
VWOVANGUARD INTL EQUITY INDEX F16.1K$962,5880.7%
—EA SERIES TRUST17.8K$946,6990.7%
IJSISHARES TR6.8K$931,9940.7%
VOOVVANGUARD ADMIRAL FDS INC4.0K$876,8350.7%
—EA SERIES TRUST15.3K$781,1760.6%
SPYSTATE STR SPDR S&P 500 ETF T1.0K$750,3770.6%
GOOGALPHABET INC2.1K$744,1700.6%
VOEVANGUARD INDEX FDS3.7K$722,7430.5%
XLFSELECT SECTOR SPDR TR12.8K$684,6100.5%
ISPYPROSHARES TR13.0K$624,7480.5%
IWSISHARES TR3.6K$600,6690.5%
SCHDSCHWAB STRATEGIC TR18.4K$582,1750.4%
FDNFIRST TR EXCHANGE-TRADED FD2.1K$556,4410.4%
AVUVAMERICAN CENTY ETF TR4.4K$542,8140.4%
MSFTMICROSOFT CORP1.2K$448,5580.3%
AMZNAMAZON COM INC1.9K$445,6960.3%
GEGE AEROSPACE1.1K$425,8780.3%
TMFCRBB FD INC5.5K$419,7470.3%
ROKUROKU INC3.0K$414,4200.3%
SPTMSPDR SERIES TRUST4.5K$407,0380.3%
VCRVANGUARD WORLD FD1.0K$404,5270.3%
HDHOME DEPOT INC1.1K$385,2750.3%
EXMOCEXXON MOBIL CORP2.7K$375,8580.3%
IWBISHARES TR912$373,2740.3%
SPSMSPDR SERIES TRUST6.4K$370,6170.3%
DIASTATE STR SPDR DOW JONES IND679$354,4570.3%
Top Fund Holdings
13F
Top Fund Holdings

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