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CIK: 0002096110
Total reported value
$132.8M
$132.8M
77 檔
33.0%
As reported in its official Q4 2025 Form 13F filing, Sherman Wealth Management LLC's tracked investment portfolio stood at $132.8M with 77 total positions.
During Q4 2025, Sherman Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 11.66% | +0.39% | — | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 9.86% | -0.09% | — | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.67% | -0.37% | — | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.46% | +0.16% | — | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.41% | -0.35% | — | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.88% | +0.01% | — | |
| 7 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 2.85% | -0.15% | — | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.61% | — | — | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.49% | -0.39% | — | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.38% | -0.12% | — | |
| 11 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.31% | +0.18% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.22% | -0.10% | — | |
| 13 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.22% | -0.20% | — | |
| 14 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 1.95% | +0.80% | — | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.65% | -0.21% | — | |
| 16 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.65% | -0.85% | — | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.52% | +0.03% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | -0.08% | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.35% | +0.02% | — | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.32% | +0.08% | — | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.31% | +0.11% | — | |
| 22 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 1.30% | -0.08% | — | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 1.10% | +0.03% | — | |
| 24 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 1.10% | -0.03% | — | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.03% | +0.02% | — | |
| 26 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.01% | -0.23% | — | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.01% | +0.06% | — | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.91% | -0.01% | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | +0.10% | — | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.87% | +0.16% | — | |
| 31 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.86% | -0.04% | — | |
| 32 | AAUS | Alpha Architect US Eqy ETF | ETF-Other | 0.84% | — | — | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.81% | -0.05% | — | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.78% | +0.19% | — | |
| 35 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.78% | -0.01% | — | |
| 36 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 0.76% | — | — | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.71% | -0.01% | — | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.68% | — | — | |
| 39 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 0.65% | -0.04% | — | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.60% | -0.02% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | — | — | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.10% | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.04% | — | |
| 44 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.57% | -0.21% | — | |
| 45 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.57% | -0.04% | — | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.57% | -0.04% | — | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.46% | -0.54% | EXIT | |
| 48 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.46% | -0.01% | — | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.45% | +0.64% | — | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.45% | -0.06% | — |
According to official SEC Form 13F filings, Sherman Wealth Management LLC reported a total U.S. public equity portfolio value of $132.8M across 77 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MGK, VIG, VYM) accounted for 33.0% of total reported equity market value during Q4 2025.
During Q4 2025, Sherman Wealth Management LLC's top holdings by market value included MGK (11.7%)、VIG (9.9%)、VYM (6.7%). The largest single position, MGK, represented 11.7% of total portfolio value.
In Q4 2025, Sherman Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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