Sherman Wealth Management LLC

Est. AUM

$116.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WORLD FD	MEGA GRWTH IND	$11.9M	32262	10.18%	SOLE
2	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$11.7M	54219	10.02%	SOLE
3	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.7M	51985	6.61%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$7.2M	158463	6.21%	SOLE
5	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$5.9M	117357	5.10%	SOLE
6	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$4.2M	78764	3.64%	SOLE
7	ISHARES TR	MSCI USA QLT FCT	$4.0M	20673	3.41%	SOLE
8	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.2M	49581	2.73%	SOLE
9	EA SERIES TRUST	ALPHA ARCH 1-3	$3.1M	26592	2.66%	SOLE
10	ISHARES TR	MSCI USA MIN VOL	$2.9M	31052	2.47%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$2.7M	29742	2.34%	SOLE
12	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$2.5M	6196	2.17%	SOLE
13	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$2.3M	32079	2.02%	SOLE
14	APPLE INC	COM	$2.3M	9071	1.98%	SOLE
15	WISDOMTREE TR	US QTLY DIV GRT	$1.9M	21468	1.62%	SOLE
16	SPDR INDEX SHS FDS	STATE STREET SPD	$1.9M	39962	1.61%	SOLE
17	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.8M	33973	1.52%	SOLE
18	ISHARES INC	CORE MSCI EMKT	$1.7M	24022	1.44%	SOLE
19	CAMBRIA ETF TR	SHSHLD YIELD ETF	$1.6M	21272	1.38%	SOLE
20	ISHARES TR	CORE S&P SCP ETF	$1.6M	12478	1.33%	SOLE
21	NVIDIA CORPORATION	COM	$1.5M	8827	1.32%	SOLE
22	VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	4651	1.28%	SOLE
23	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.5M	19468	1.26%	SOLE
24	PROSHARES TR	ULTRAPRO QQQ	$1.3M	31708	1.14%	SOLE
25	VANGUARD INDEX FDS	SM CP VAL ETF	$1.3M	6027	1.12%	SOLE
26	J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$1.3M	17806	1.09%	SOLE
27	VANGUARD INDEX FDS	GROWTH ETF	$1.1M	2559	0.96%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	11068	0.93%	SOLE
29	ISHARES TR	EAFE GRWTH ETF	$1.0M	9199	0.88%	SOLE
30	INVESCO QQQ TR	UNIT SER 1	$974K	1688	0.84%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$929K	16415	0.80%	SOLE
32	EA SERIES TRUST	ALPHA ARCHITECT	$919K	17545	0.79%	SOLE
33	ISHARES TR	MSCI USA MMENTM	$855K	3563	0.73%	SOLE
34	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$854K	15800	0.73%	SOLE
35	EA SERIES TRUST	ALPHA ARCHITECT	$828K	17799	0.71%	SOLE
36	ISHARES TR	SP SMCP600VL ETF	$819K	6918	0.70%	SOLE
37	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$812K	3985	0.70%	SOLE
38	VANGUARD INDEX FDS	MCAP VL IDXVIP	$674K	3658	0.58%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$652K	1002	0.56%	SOLE
40	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$629K	11098	0.54%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET FIN	$628K	12726	0.54%	SOLE
42	ALPHABET INC	CAP STK CL C	$604K	2104	0.52%	SOLE
43	VANGUARD WORLD FD	CONSUM DIS ETF	$596K	1661	0.51%	SOLE
44	PROSHARES TR	S&P 500 HIGH INC	$593K	13688	0.51%	SOLE
45	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$582K	18954	0.50%	SOLE
46	ISHARES TR	RUS MDCP VAL ETF	$540K	3703	0.46%	SOLE
47	FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$530K	2266	0.46%	SOLE
48	MICROSOFT CORP	COM	$512K	1384	0.44%	SOLE
49	ADVANCED MICRO DEVICES INC	COM	$496K	2437	0.43%	SOLE
50	EXXON MOBIL CORP	COM	$463K	2731	0.40%	SOLE

1–50 of 80

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.