Sherman Wealth Management LLC
Filing Date
Global Rank
#8,151
/ 8,603
▲ 57
· as of Mar 2026
Top Industry
Consumer Electronics
30.7%
3Y Alpha vs SPY
+26.8%
Period ended 3 months ago
Filed Apr 13, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+18.5%
SPY
+9.6%
Annualised alpha
+27.4%
Max drawdown
−10.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
24.4%
−1.4 pts
Top 5
63.4%
−3.0 pts
Top 10
83.7%
−2.2 pts
HHI
1,176
Diversified−83
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 51.4% | $4,849,630 |
| Unclassified | 20.6% | $1,939,035 |
| Consumer Cyclical | 8.3% | $778,540 |
| Industrials | 6.1% | $571,706 |
| Communication Services | 6.0% | $565,347 |
| Basic Materials | 4.4% | $412,109 |
| Financial Services | 3.4% | $316,272 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +557 | 1,870 | $389,464 | |
| NVDA | Nvidia Corp | +59 | 8,827 | $1,539,428 | |
| HD | Home Depot, Inc. | +15 | 1,183 | $389,076 | |
| META | Meta Platforms, Inc. | +10 | 492 | $281,487 | |
| AMD | Advanced Micro Devices Inc | +5 | 2,437 | $495,758 | |
| SPY | Spdr S&P 500 ETF Trust | +3 | 1,002 | $651,640 | |
| QQQ | Invesco Qqq Trust, Series 1 | +2 | 1,688 | $974,279 | |
| GE | General Electric Co | +2 | 1,138 | $322,930 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +2 | 676 | $313,116 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −337 | 9,071 | $2,302,129 | |
| No positions match the current search. | |||||
16 positions ·
$9,432,639 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 9,071 | $2,302,129 | 24.41% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 8,827 | $1,539,428 | 16.32% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,688 | $974,279 | 10.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,002 | $651,640 | 6.91% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,384 | $512,315 | 5.43% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,437 | $495,758 | 5.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,870 | $389,464 | 4.13% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,183 | $389,076 | 4.12% | |
| GE |
General Electric Co
Industrials
|
Added | 1,138 | $322,930 | 3.42% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 660 | $316,272 | 3.35% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 676 | $313,116 | 3.32% | |
| ROKU |
Roku, Inc
Communication Services
|
Held | 3,000 | $283,860 | 3.01% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 492 | $281,487 | 2.98% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 285 | $248,776 | 2.64% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
NEW | 824 | $209,699 | 2.22% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
NEW | 1,545 | $202,410 | 2.15% |