Sherman Wealth Management LLC

CIK

2096110

Location

GAITHERSBURG, MD

Portfolio Value

Small $132,567,807

Diversification

Diversified

Filing Date

Global Rank

#7,764 / 8,794 ▲ 279 · as of Jun 2026

Top Industry

Semiconductors 27.9%

3Y Alpha vs SPY

-9.5%

Period ended 3 months ago

Filed Jul 9, 2026 · 3mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

49 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.0%

−0.9 pts

Top 5

51.2%

−1.2 pts

Top 10

71.5%

+0.7 pts

HHI

668

Diversified−40

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	91.7%	$121,574,947	33
Technology	5.0%	$6,568,587	6
Communication Services	1.1%	$1,441,866	3
Financial Services	0.8%	$1,014,856	2
Consumer Cyclical	0.6%	$830,821	2
Industrials	0.6%	$760,887	2
Energy	0.3%	$375,843	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	+126,840	160,763	$14,447,549
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+31,577	41,758	$3,996,405
VB	Vanguard Morningstar Small-Cap ETF	+13,230	31,582	$5,837,821
CWI	State Street SPDR MSCI ACWI ex-US ETF	+11,415	209,840	$10,632,166
AAAA	Amplius Aggressive Asset Allocation ETF	+9,260	71,196	$5,185,691
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+5,853	230,878	$12,351,197
—		+2,516	40,329	$3,628,591
—		+2,322	4,866	$273,274
ACSG	American Century Small Cap Growth Insights ETF	+1,526	4,351	$542,830
VIG	Vanguard Dividend Appreciation ETF	+1,517	55,736	$13,188,252
CVY	Invesco Zacks Multi-Asset Income ETF	+1,507	20,975	$1,889,847
VEA	Vanguard FTSE Developed Markets ETF	+1,395	50,976	$3,632,040
BLDG	Cambria Global Real Estate ETF	+589	21,861	$1,728,920
GLIX	Lazard Listed Infrastructure ETF	+561	8,400	$232,680
VIGI	Vanguard International Dividend Appreciation ETF	+443	52,428	$8,285,196
AIPO	Defiance AI & Power Infrastructure ETF	+390	8,689	$0
VEU	Vanguard FTSE All-World Ex-US ETF	+360	18,690	$1,189,576
BAB	Invesco Taxable Municipal Bond ETF	+250	32,329	$2,421,442
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+158	126,986	$17,230,663
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+60	34,752	$3,022,243
STT	State Street Corp	+44	12,770	$684,599
XOM	ExxonMobil Holdings Corp	+18	2,749	$375,843
DCOR	Dimensional US Core Equity 1 ETF	+15	4,374	$240,613
META	Meta Platforms, Inc.	+11	503	$283,334
DIA	Spdr Dow Jones Industrial Average ETF Trust	+3	679	$354,702
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−1,863	19,605	$1,874,630
BCLO	iShares BBB-B CLO Active ETF	−1,313	32,660	$1,709,424
ANEW	ProShares MSCI Transformational Changes ETF	−657	44,739	$3,198,510
NVDA	Nvidia Corp	−589	8,238	$1,648,341
FNDA	Schwab Fundamental U.S. Small Company ETF	−572	27,203	$838,285
AAPL	Apple Inc.	−430	8,641	$2,500,359
MSFT	Microsoft Corp	−181	1,203	$448,743
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−164	2,102	$556,441
BIV	Vanguard Intermediate-Term Bond ETF	−126	2,978	$218,614
HD	Home Depot, Inc.	−91	1,092	$385,126
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	128	$291,037
WDC	Western Digital Corp	414	$264,430
ABI	VictoryShares Pioneer Asset-Based Income ETF	2,296	$239,013
AGNG	Global X Funds Global X Aging Population ETF	3,278	$215,069
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
RGLD	Royal Gold Inc	824	$209,699
WPM	Wheaton Precious Metals Corp.	1,545	$202,410
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $132,567,807 total · filing declares 84 positions · $132,835,063 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	126,986	+158	$17,230,663	—	13.00%
EDV	Vanguard World Funds Extended Duration ETF	Added	160,763	+126,840	$14,447,549	+386.9%	10.90%
VIG	Vanguard Dividend Appreciation ETF	Added	55,736	+1,517	$13,188,252	+13.1%	9.95%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	230,878	+5,853	$12,351,197	+2.3%	9.32%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	209,840	+11,415	$10,632,166	+16.7%	8.02%
VIGI	Vanguard International Dividend Appreciation ETF	Added	52,428	+443	$8,285,196	+7.6%	6.25%
VB	Vanguard Morningstar Small-Cap ETF	Added	31,582	+13,230	$5,837,821	+47.9%	4.40%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	71,196	+9,260	$5,185,691	+7.2%	3.91%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Added	41,758	+31,577	$3,996,405	+224.1%	3.01%
VEA	Vanguard FTSE Developed Markets ETF	Added	50,976	+1,395	$3,632,040	+14.3%	2.74%
		Added	40,329	+2,516	$3,628,591	+8.9%	2.74%
ANEW	ProShares MSCI Transformational Changes ETF	Reduced	44,739	-657	$3,198,510	—	2.41%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	34,752	+60	$3,022,243	+15.1%	2.28%
AAPL	Apple Inc. Technology	Reduced	8,641	-430	$2,500,359	+8.6%	1.89%
BAB	Invesco Taxable Municipal Bond ETF	Added	32,329	+250	$2,421,442	+3.2%	1.83%
CVY	Invesco Zacks Multi-Asset Income ETF	Added	20,975	+1,507	$1,889,847	+29.1%	1.43%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	19,605	-1,863	$1,874,630	−0.6%	1.41%
BLDG	Cambria Global Real Estate ETF	Added	21,861	+589	$1,728,920	+7.8%	1.30%
BCLO	iShares BBB-B CLO Active ETF	Reduced	32,660	-1,313	$1,709,424	−3.1%	1.29%
NVDA	Nvidia Corp Technology	Reduced	8,238	-589	$1,648,341	+7.1%	1.24%
AMD	Advanced Micro Devices Inc Technology	Held	2,437	0	$1,415,677	+185.6%	1.07%
QQQ	Invesco Qqq Trust, Series 1	Held	1,688	0	$1,243,043	+27.6%	0.94%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	18,690	+360	$1,189,576	+12.0%	0.90%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	27,203	-572	$838,285	+4.4%	0.63%
SPY	Spdr S&P 500 ETF Trust	Added	1,005	+3	$750,503	+15.2%	0.57%
GOOGL	Alphabet Inc. Communication Services	Added	2,106	+2	$744,112	+23.3%	0.56%
STT	State Street Corp Financial Services	Added	12,770	+44	$684,599	+9.0%	0.52%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	2,102	-164	$556,441	+4.9%	0.42%
ACSG	American Century Small Cap Growth Insights ETF	Added	4,351	+1,526	$542,830	+73.9%	0.41%
MSFT	Microsoft Corp Technology	Reduced	1,203	-181	$448,743	−12.4%	0.34%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,870	0	$445,695	+14.4%	0.34%
GE	General Electric Co Industrials	Added	1,140	+2	$426,052	+31.9%	0.32%
DYTA	SGI Dynamic Tactical ETF	Held	5,511	0	$419,717	+15.4%	0.32%
ROKU	Roku, Inc Communication Services	Held	3,000	0	$414,420	+46.0%	0.31%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,092	-91	$385,126	−1.0%	0.29%
XOM	ExxonMobil Holdings Corp Energy	Added	2,749	+18	$375,843	−18.9%	0.28%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	679	+3	$354,702	+13.3%	0.27%
GEV	GE Vernova Inc. Industrials	Held	285	0	$334,835	+34.6%	0.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	660	0	$330,257	+4.4%	0.25%
SNDK	Sandisk Corp Technology	NEW	128	NEW	$291,037	NEW	0.22%
META	Meta Platforms, Inc. Communication Services	Added	503	+11	$283,334	+0.7%	0.21%
		Added	4,866	+2,322	$273,274	+102.7%	0.21%
WDC	Western Digital Corp Technology	NEW	414	NEW	$264,430	NEW	0.20%
DCOR	Dimensional US Core Equity 1 ETF	Added	4,374	+15	$240,613	+13.9%	0.18%
ABI	VictoryShares Pioneer Asset-Based Income ETF	NEW	2,296	NEW	$239,013	NEW	0.18%
GLIX	Lazard Listed Infrastructure ETF	Added	8,400	+561	$232,680	+10.7%	0.18%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	2,978	-126	$218,614	−4.4%	0.16%
AGNG	Global X Funds Global X Aging Population ETF	NEW	3,278	NEW	$215,069	NEW	0.16%
AIPO	Defiance AI & Power Infrastructure ETF	Added	8,689	+390	$0	—	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.