SHERMAN PORFOLIOS, LLC

Est. AUM

$1.30B

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	ISHARES TR	SP SMCP600VL ETF	$229.8M	1940467	17.63%	SOLE
2	ISHARES TR	RUSSELL 2000 ETF	$228.3M	920668	17.52%	SOLE
3	ISHARES TR	S&P MC 400GR ETF	$227.0M	2256315	17.42%	SOLE
4	SPDR GOLD TR	GOLD SHS	$94.1M	218753	7.22%	SOLE
5	VANGUARD BD INDEX FDS	INTERMED TERM	$39.3M	509371	3.02%	SOLE
6	SELECT SECTOR SPDR TR	STATE STREET ENE	$36.6M	596939	2.81%	SOLE
7	SCHWAB STRATEGIC TR	US LRG CAP ETF	$35.0M	1365636	2.69%	SOLE
8	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$32.8M	445436	2.52%	SOLE
9	SCHWAB STRATEGIC TR	INTL EQTY ETF	$29.4M	1186723	2.25%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$21.0M	32242	1.61%	SOLE
11	ISHARES TR	7-10 YR TRSY BD	$15.1M	158623	1.16%	SOLE
12	CONOCOPHILLIPS	COM	$10.6M	80672	0.82%	SOLE
13	EXXON MOBIL CORP	COM	$10.0M	59151	0.77%	SOLE
14	MICROSOFT CORP	COM	$8.1M	21946	0.62%	SOLE
15	PHILLIPS 66	COM	$7.4M	40572	0.57%	SOLE
16	QUALCOMM INC	COM	$7.1M	55032	0.54%	SOLE
17	CHEVRON CORPORATION	COM	$6.9M	33198	0.53%	SOLE
18	MERCK & CO INC	COM	$6.9M	57004	0.53%	SOLE
19	VERIZON COMMUNICATIONS INC	COM	$6.6M	131312	0.51%	SOLE
20	ASTRAZENECA PLC	ORD	$6.6M	33343	0.50%	SOLE
21	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.5M	212242	0.50%	SOLE
22	CITIGROUP INC	COM NEW	$6.2M	54454	0.47%	SOLE
23	APPLE INC	COM	$6.2M	24299	0.47%	SOLE
24	AMGEN INC	COM	$6.1M	17339	0.47%	SOLE
25	SCHWAB STRATEGIC TR	US BRD MKT ETF	$6.1M	242200	0.47%	SOLE
26	ABBVIE INC	COM	$6.1M	27942	0.47%	SOLE
27	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$6.0M	84903	0.46%	SOLE
28	JPMORGAN CHASE & CO	COM	$6.0M	20518	0.46%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$5.8M	98532	0.45%	SOLE
30	PEPSICO INC	COM	$5.8M	37283	0.44%	SOLE
31	ISHARES TR	ISHS 1-5YR INVS	$5.7M	108634	0.44%	SOLE
32	DUKE ENERGY CORP NEW	COM NEW	$5.7M	43603	0.44%	SOLE
33	SOUTHERN CO	COM	$5.7M	58763	0.44%	SOLE
34	WASTE MGMT INC DEL	COM	$5.7M	24618	0.43%	SOLE
35	BROADCOM INC	COM	$5.6M	18072	0.43%	SOLE
36	TEXAS INSTRS INC	COM	$5.5M	28554	0.43%	SOLE
37	MCDONALDS CORP	COM	$5.3M	17089	0.41%	SOLE
38	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$5.2M	159132	0.40%	SOLE
39	KIMBERLY-CLARK CORP	COM	$5.1M	52854	0.39%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.1M	10638	0.39%	SOLE
41	OMNICOM GROUP INC	COM	$5.1M	67406	0.39%	SOLE
42	PROCTER & GAMBLE CO	COM	$5.1M	34979	0.39%	SOLE
43	AMERICAN TOWER CORP	COM	$5.0M	29056	0.38%	SOLE
44	METLIFE INC	COM	$4.8M	67503	0.37%	SOLE
45	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$4.8M	14096	0.37%	SOLE
46	INTERNATIONAL PAPER CO	COM	$4.6M	128801	0.35%	SOLE
47	UNILEVER PLC	SPON ADR NEW	$4.5M	79609	0.35%	SOLE
48	ABBOTT LABORATORIES	COM	$4.5M	43650	0.34%	SOLE
49	GENUINE PARTS CO	COM	$4.5M	42159	0.34%	SOLE
50	SELECT SECTOR SPDR TR	STATE STREET REA	$4.3M	106376	0.33%	SOLE

1–50 of 97

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