account_balance

Investment manager · 13F filer · SEC CIK 2096110

Sherman Wealth Management LLC

Reported value$133Mas of Sep 30, 2026
Positions84 0 new, 0 sold out
Top 10 weight52.1%MGK alone is 11%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 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
MGK Vanguard World Fd 10.6% Held
VIG Vanguard Specialized Funds 9.9% Held
SPDW SPDR Index SHS FDS 6.4% Held
VYM Vanguard Whitehall FDS 6.2% Held
JPST J P Morgan Exchange Traded F 4.7% Held
JBND J P Morgan Exchange Traded F 3.5% Held
QUAL iShares Tr 3.4% Held
VEA Vanguard Tax-Managed FDS 2.7% Held
VOOG Vanguard Admiral FDS Inc 2.3% Held
BIL SPDR Series Trust 2.2% Held
USMV iShares Tr 2.1% Held
TQQQ Proshares Tr 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 9, 2026 filing
add_circleNew

None

arrow_upwardAdded

None

arrow_downwardTrimmed

None

remove_circleSold out

None

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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