Portfolio (Quarterly) Guide ↗

Sherman Wealth Management LLC

· CIK 0002096110

13F Portfolio $133M AUM 84 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 11 New 35 Added 22 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	JEPI	J P MORGAN EXCHANGE TRADED F	—	9,165	$525K	0.46%	SOLD
2	PEP	PEPSICO INC	Consumer Defensive	1,653	$237K	0.21%	SOLD
3	KO	COCA COLA CO	Consumer Defensive	3,175	$222K	0.19%	SOLD
4	RSP	INVESCO EXCHANGE TRADED FD T	—	1,049	$201K	0.17%	SOLD

Sector Allocation

Technology 56.7%

Financial Services 20.3%

Consumer Cyclical 7.2%

Communication Services 6.0%

Industrials 3.7%

Energy 3.2%

Utilities 2.9%