account_balance

Investment manager · 13F filer · SEC CIK 1926753

Sheridan Capital Management, LLC

Reported value$208Mas of Jun 30, 2026
Positions31 1 new, 1 sold out
Top 10 weight80.9%IWF alone is 17%
FiledAug 738 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IWF iShares Tr 17.5% Added +2%
PYLD Pimco ETF Tr 17.0% Added +3%
MGV Vanguard World Fd 12.1% Added +3%
AGG iShares Tr 10.6% Held
BOND Pimco ETF Tr 6.0% Held
IWV iShares Tr 4.2% Held
IEFA iShares Tr 3.9% Held
VGT Vanguard World Fd 3.8% Added +3%
QUAL iShares Tr 3.1% Held
ILCV iShares Tr 2.7% Held
DYNF BlackRock ETF Trust 2.6% Held
SGOV iShares Tr 1.9% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 7, 2026, compared with the Apr 28, 2026 filing
add_circleNew
arrow_upwardAdded
  • USMV +10%
  • URTH +8%
  • VTIP +5%
  • QQQ +4%
arrow_downwardTrimmed
  • VTEI −17%
  • IAU −8%
  • VEA −8%
  • MGC −3%
remove_circleSold out
  • XCEM $946K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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