account_balance
Investment manager · 13F filer · SEC CIK 2107738
Sherry Group, Inc.
Reported value$107Mas of Sep 30, 2026
Positions51 5 new, 6 sold out
Top 10 weight61.8%NVDA alone is 20%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
20.1%Trimmed −3%
ICSHiShares Tr Ultra Short Dur
10.6%
VVVanguard Large-Cap Index Fund
8.6%
TSLATesla, Inc.
4.1%
BNDVanguard Total Bond Market Index Fund
3.9%
NJUNInnovator Etfs Trust Innovator Gw 100
3.8%New
PJUNInnovator S&P 500 Power Buffer-June
3.1%New
XSOEWisdomtree Emerging Markets Ex-State Own
2.7%+101%
VEAVanguard Ftse Developed Markets ETF
2.6%
EQLAlps Equal Sector Weight ETF
2.4%Added +30%
VOVanguard Mid-Cap Index Fund
2.3%
KJAN2.2%
NVDANVIDIA Corp
20.1%Trimmed −3%
ICSHiShares Tr Ultra Short Dur
10.6%
VVVanguard Large-Cap Index Fund
8.6%
BND3.9%
NJUN3.8%
PJUN3.1%
XSOE2.7%
VEA2.6%
EQL2.4%
VO2.3%
KJAN
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
NVDA NVIDIA Corp 20.1% Trimmed −3%
ICSH iShares Tr Ultra Short Dur 10.6% Held
VV Vanguard Large-Cap Index Fund 8.6% Held
TSLA Tesla, Inc. 4.1% HeldBND Vanguard Total Bond Market Index Fund 3.9% Held
NJUN Innovator Etfs Trust Innovator Gw 100 3.8% New
PJUN Innovator S&P 500 Power Buffer-June 3.1% New
XSOE Wisdomtree Emerging Markets Ex-State Own 2.7% Added +101%
VEA Vanguard Ftse Developed Markets ETF 2.6% Held
EQL Alps Equal Sector Weight ETF 2.4% Added +30%
VO Vanguard Mid-Cap Index Fund 2.3% Held
KJAN Innovator Russell 2000 Power Buffer ETF- 2.2% Added +446%
What changed
Biggest moves since Jun 30, 2026
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