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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
Page 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC 2,106.0 $744K 0.56% $353.36
42 VOE VANGUARD INDEX FDS 3,658.0 $723K 0.54% -27.0 -0.7% $197.58 +5.2%
43 XLF SELECT SECTOR SPDR TR 12,770.0 $685K 0.52% +109.0 +0.9% $53.61 +8.4%
44 ISPY PROSHARES TR 12,964.0 $625K 0.47% -3K -21.1% $48.19 +0.9%
45 IWS ISHARES TR 3,649.0 $601K 0.45% -69.0 -1.9% $164.61 +3.7%
46 SCHD SCHWAB STRATEGIC TR 18,359.0 $582K 0.44% -564.0 -3.0% $31.71 +10.1%
47 FDN FIRST TR EXCHANGE-TRADED FD 2,102.0 $556K 0.42% -335.0 -13.8% $264.72 +11.2%
48 AVUV AMERICAN CENTY ETF TR 4,351.0 $543K 0.41% NEW $124.76 +0.7%
49 MSFT MICROSOFT CORP Technology 1,203.0 $449K 0.34% -181.0 -13.1% $372.87 +37.7%
50 AMZN AMAZON COM INC Consumer Cyclical 1,870.0 $446K 0.34% +557.0 +42.4% $238.34 +11.8%
51 GE GE AEROSPACE Industrials 1,140.0 $426K 0.32% $373.58 -8.3%
52 TMFC RBB FD INC 5,511.0 $420K 0.32% $76.17 +4.6%
53 ROKU ROKU INC Communication Services 3,000.0 $414K 0.31% $138.14 +14.1%
54 SPTM SPDR SERIES TRUST 4,483.0 $407K 0.31% -53.0 -1.2% $90.80 +2.7%
55 VCR VANGUARD WORLD FD 1,020.0 $405K 0.30% -648.0 -38.9% $396.60 -0.7%
56 HD HOME DEPOT INC Consumer Cyclical 1,092.0 $385K 0.29% -76.0 -6.5% $352.82 -6.4%
57 XOM EXXON MOBIL CORP Energy 2,749.0 $376K 0.28% +61.0 +2.3% $136.73 +14.6%
58 IWB ISHARES TR 912.0 $373K 0.28% $409.29 +2.9%
59 SPSM SPDR SERIES TRUST 6,427.0 $371K 0.28% +75.0 +1.2% $57.67 -1.8%
60 DIA STATE STR SPDR DOW JONES IND Financial Services 679.0 $354K 0.27% +5.0 +0.7% $522.03 +2.5%
Page 3 of 5  ·  84 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 56.7%
Financial Services 20.3%
Consumer Cyclical 7.2%
Communication Services 6.0%
Industrials 3.7%
Energy 3.2%
Utilities 2.9%