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Portfolio (Quarterly) Guide ↗

Sherman Wealth Management LLC

· CIK 0002096110
13F Portfolio $115M AUM 77 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 77 New
Page 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY SPDR S&P 500 ETF TR Financial Services 999.0 $682K 0.59% NEW $682.21 +7.9%
42 MSFT MICROSOFT CORP Technology 1,384.0 $669K 0.58% NEW $483.55 -13.5%
43 GOOG ALPHABET INC Communication Services 2,101.0 $659K 0.57% NEW $313.73 +23.3%
44 VCR VANGUARD WORLD FD 1,668.0 $657K 0.57% NEW $393.97 -3.6%
45 FDN FIRST TR EXCHANGE-TRADED FD 2,437.0 $656K 0.57% NEW $269.18 -0.7%
46 VOE VANGUARD INDEX FDS 3,685.0 $654K 0.57% NEW $177.36 +8.0%
47 JEPI J P MORGAN EXCHANGE TRADED F 9,165.0 $525K 0.46% NEW $57.24 -1.8%
48 IWS ISHARES TR 3,718.0 $524K 0.46% NEW $141.05 +9.9%
49 AMD ADVANCED MICRO DEVICES INC Technology 2,432.0 $521K 0.45% NEW $214.16 +95.9%
50 SCHD SCHWAB STRATEGIC TR 18,923.0 $519K 0.45% NEW $27.43 +17.2%
51 HD HOME DEPOT INC Consumer Cyclical 1,168.0 $402K 0.35% NEW $344.21 -12.2%
52 TMFC RBB FD INC 5,511.0 $396K 0.34% NEW $71.77 +7.1%
53 BND VANGUARD BD INDEX FDS 5,104.0 $378K 0.33% NEW $74.07 -2.2%
54 SPTM SPDR SERIES TRUST 4,536.0 $374K 0.33% NEW $82.50 +8.1%
55 GE GE AEROSPACE Industrials 1,136.0 $350K 0.30% NEW $308.09 -7.0%
56 IWB ISHARES TR 915.0 $342K 0.30% NEW $373.63 +7.4%
57 BERKSHIRE HATHAWAY INC DEL 660.0 $332K 0.29% NEW $502.65
58 ROKU ROKU INC Communication Services 3,000.0 $325K 0.28% NEW $108.49 +10.7%
59 DIA SPDR DOW JONES INDL AVERAGE Financial Services 674.0 $324K 0.28% NEW $480.52 +3.2%
60 XOM EXXON MOBIL CORP Energy 2,688.0 $323K 0.28% NEW $120.35 +34.6%
Page 3 of 4  ·  77 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 51.0%
Financial Services 19.3%
Communication Services 12.3%
Consumer Cyclical 6.7%
Consumer Defensive 4.3%
Industrials 3.3%
Energy 3.1%