Sherry Group, Inc.

Est. AUM

$91.6M

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	NVIDIA CORP	COM	$17.2M	98413	18.74%	SOLE
2	ISHARES TR ULTRA SHORT DUR	ULTRA SHORT DUR	$12.0M	237514	13.13%	SOLE
3	VANGUARD LARGE-CAP INDEX FUND	LARGE CAP ETF	$7.8M	26037	8.50%	SOLE
4	TESLA INC COM	COM	$4.5M	12068	4.90%	SOLE
5	VANGUARD TOTAL BOND MARKET INDEX FUND	TOTAL BND MRKT	$4.3M	59047	4.75%	SOLE
6	INNOVATOR ETFS TRUST GROWTH 100 PWR B	GROWTH 100 PWR B	$3.5M	125944	3.83%	SOLE
7	INNOVATOR S&P POWER BUFFER ETF-NOVEMBER	US EQTY PWR BUF	$3.0M	73930	3.30%	SOLE
8	WAL MART INC	COM	$2.5M	20509	2.78%	SOLE
9	VANGUARD FTSE DEVELOPED MARKETS ETF	VAN FTSE DEV MKT	$2.5M	39164	2.74%	SOLE
10	VANGUARD MID-CAP INDEX FUND	MID CAP ETF	$2.3M	7913	2.48%	SOLE
11	GLOBAL X SUPERDIVIDEND U.S. ETF	GLOBX SUPDV US	$2.2M	113901	2.35%	SOLE
12	ISHARES FALLEN ANGELS USD BOND ETF	FALN ANGLS USD	$2.1M	80027	2.33%	SOLE
13	NETFLIX COM INC	COM	$2.0M	20540	2.16%	SOLE
14	TIDAL TRUST III VISTASHARES TRGT	VISTASHARES TRGT	$1.9M	106708	2.10%	SOLE
15	ALPS EQUAL SECTOR WEIGHT ETF	EQUAL SEC ETF	$1.7M	35901	1.86%	SOLE
16	BERKSHIRE HATHAWAY INC DEL CL B NEW	COM	$1.3M	2694	1.41%	SOLE
17	STATE STREET TECHNOLOGY SELECT SECTOR SP	STATE STREET TEC	$1.2M	9341	1.36%	SOLE
18	ISHARES S&P SMALLCAP 600 INDEX FUND	CORE S&P SCP ETF	$1.2M	9878	1.34%	SOLE
19	WISDOMTREE EMERGING MARKETS EX-STATE OWN	EM EX ST-OWNED	$1.2M	30051	1.32%	SOLE
20	INNOVATOR ETFS TRUST GROWTH 100 PWR B	GROWTH 100 PWR B	$1.1M	39687	1.25%	SOLE
21	STATE STREET REAL ESTATE SELECT SECTOR S	STATE STREET REA	$1.1M	27886	1.24%	SOLE
22	STATE STREET ENERGY SELECT SECTOR SPDR E	STATE STREET ENE	$1.1M	18541	1.24%	SOLE
23	INNOVATOR ETFS TRUST US SMALL CAP PWR	US SMALL CAP PWR	$1.1M	39442	1.23%	SOLE
24	VANGUARD TOTAL STOCK MARKET INDEX FUND	TOTAL STK MKT	$1.1M	3438	1.20%	SOLE
25	VANGUARD INFORMATION TECHNOLOGY INDEX FU	INF TECH ETF	$1.1M	1527	1.16%	SOLE
26	APPLE INC COM	COM	$910K	3585	0.99%	SOLE
27	AMAZON COM INC	COM	$900K	4320	0.98%	SOLE
28	ZOOM COMMUNICATIONS INC CL A	COM	$780K	9699	0.85%	SOLE
29	VANGUARD DIVIDEND APPRECIATION INDEX FUN	DIV APP ETF	$753K	3500	0.82%	SOLE
30	STATE STREET FINANCIAL SELECT SECTOR SPD	STATE STREET FIN	$739K	14968	0.81%	SOLE
31	VANGUARD ENERGY INDEX FUND	ENERGY ETF	$501K	2894	0.55%	SOLE
32	ALPHABET INC CAP STK CL A	COM	$381K	1325	0.42%	SOLE
33	ISHARES SILVER TRUST	ISHARES	$326K	4786	0.36%	SOLE
34	INNOVATOR ETFS TRUST US SMALL CAP PWR	US SMALL CAP PWR	$303K	11305	0.33%	SOLE
35	UBER TECHNOLOGIES INC COM	COM	$285K	3964	0.31%	SOLE
36	BROADCOM LTD SHS	COM	$246K	795	0.27%	SOLE
37	INNOVATOR RUSSELL 2000 POWER BUFFER ETF-	US SML CP PWR B	$222K	4165	0.24%	SOLE
38	INNOVATOR S&P POWER BUFFER ETF-JANUARY	US EQTY PWR BUF	$201K	4350	0.22%	SOLE
39	SCHWAB U.S. BROAD MARKET ETF	US BRD MKT ETF	$197K	7848	0.22%	SOLE
40	ANNOVIS BIO INC COM	COM	$128K	57270	0.14%	SOLE
41	PIEDMONT REALTY TRUST INC COM CL A	COM	$75K	11423	0.08%	SOLE

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