Sherman Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Sherman Wealth Management LLC reported 77 stock positions worth $115.1 million. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 11.7% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 9.9%) and Vanguard High DVD Yield ETF (VYM, 6.7%).
- Most Recent 13F
- Q2 2026
- Location
- GAITHERSBURG, MD
- CIK
- 0002096110
- Portfolio Value
- $115.1M (Q4 2025)
- SEC Filing
- 0001754960-26-000063 ↗ filed Jan 15, 2026
Holdings Value
Holdings 77 stocks · $115.1M
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 11.66% | 32,514 | $13.4M | — |
| VIG Vanguard Dividend Apprec ETF | 9.86% | 51,649 | $11.4M | — |
| VYM Vanguard High DVD Yield ETF | 6.67% | 53,528 | $7.7M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 5.46% | 141,435 | $6.3M | — |
| JPST JPMorgan Ultra-Short Income | 4.41% | 100,431 | $5.1M | — |
| QUAL iShares MSCI USA Quality Fac | 3.88% | 22,466 | $4.5M | — |
| JBND JPMorgan Active Bond ETF | 2.85% | 60,611 | $3.3M | — |
| VEA Vanguard Ftse Developed ETF | 2.61% | 48,096 | $3.0M | — |
| USMV iShares MSCI USA Min Vol Fac | 2.49% | 30,410 | $2.9M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.38% | 29,993 | $2.7M | — |
| VOOG Vanguard S&P 500 Growth ETF | 2.31% | 5,974 | $2.7M | — |
| AAPL Apple Inc. | 2.22% | 9,408 | $2.6M | — |
| SPLV Invesco S&P 500 Low Volatili | 2.22% | 35,791 | $2.6M | — |
| TQQQ Proshares Ultrapro QQQ | 1.95% | 42,668 | $2.2M | — |
| DGRW Wisdomtree U.S. Quality Divi | 1.65% | 21,251 | $1.9M | — |
| BOXX Alpha Architect 1-3 MNTH Box | 1.65% | 16,460 | $1.9M | — |
| SPEM State Street SP PTF Em ETF | 1.52% | 37,475 | $1.8M | — |
| NVDA Nvidia Corp. | 1.42% | 8,768 | $1.6M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.35% | 4,637 | $1.6M | — |
| IJR iShares Core S&P Small-Cap E | 1.32% | 12,652 | $1.5M | — |
| IEMG iShares Core MSCI Emerging | 1.31% | 22,506 | $1.5M | — |
| SYLD Cambria Shareholder Yield Et | 1.30% | 21,507 | $1.5M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.10% | 2,608 | $1.3M | — |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 1.10% | 18,515 | $1.3M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.03% | 5,597 | $1.2M | — |
| BINC iShares Flex I A ETF-Usd Inc. | 1.01% | 22,094 | $1.2M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.01% | 10,906 | $1.2M | — |
| EFG iShares MSCI Eafe Growth ETF | 0.91% | 9,229 | $1.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.90% | 1,686 | $1.0M | — |
| SPHQ Invesco S&P 500 Quality ETF | 0.87% | 13,366 | $1.0M | — |
| VOOV Vanguard S&P 500 Value ETF | 0.86% | 4,826 | $989K | — |
| AAUS Alpha Architect US Eqy ETF | 0.84% | 17,545 | $967K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.81% | 16,408 | $932K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.78% | 3,594 | $900K | — |
| IGV iShares Expanded Tech-Softwa | 0.78% | 8,455 | $894K | — |
| AAEQ Alpha Architct US Eqty 2 ETF | 0.76% | 17,799 | $878K | — |
| VWO Vanguard Ftse Emerging Marke | 0.71% | 15,131 | $813K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.68% | 6,905 | $785K | — |
| ISPY Proshares S&P High Incom ETF | 0.65% | 16,439 | $750K | — |
| XLF SS Financial Select Sector | 0.60% | 12,661 | $693K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.59% | 999 | $682K | — |
| MSFT Microsoft Corp. | 0.58% | 1,384 | $669K | — |
| GOOG Alphabet Inc. Class C | 0.57% | 2,101 | $659K | — |
| VCR Vanguard Consumer Discre ETF | 0.57% | 1,668 | $657K | — |
| FDN First Trust DJ Internet Ind | 0.57% | 2,437 | $656K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.57% | 3,685 | $654K | — |
| JEPI JPMorgan Equity Premium Inco | 0.46% | 9,165 | $525K | — |
| IWS iShares Russell Mid-Cap Valu | 0.46% | 3,718 | $524K | — |
| AMD Advanced Micro Devices | 0.45% | 2,432 | $521K | — |
| SCHD Schwab US DVD Equity ETF | 0.45% | 18,923 | $519K | — |
| HD Home Depot Inc. | 0.35% | 1,168 | $402K | — |
| TMFC Motley Fool 100 Index ETF | 0.34% | 5,511 | $396K | — |
| BND Vanguard Total Bond Market | 0.33% | 5,104 | $378K | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.33% | 4,536 | $374K | — |
| GE General Electric filed as GE AEROSPACE | 0.30% | 1,136 | $350K | — |
| IWB iShares Russell 1000 ETF | 0.30% | 915 | $342K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 660 | $332K | — |
| ROKU Roku Inc. | 0.28% | 3,000 | $325K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.28% | 674 | $324K | — |
| XOM Exxon Mobil Corp. | 0.28% | 2,688 | $323K | — |
| META Meta Platforms Inc. Class A | 0.28% | 482 | $318K | — |
| AMZN Amazon.com Inc. | 0.26% | 1,313 | $303K | — |
| NOBL Proshares S&P 500 Dividend A | 0.26% | 2,866 | $298K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.26% | 6,352 | $298K | — |
| LGLV SPDR US LC Low Vol Idx | 0.25% | 1,653 | $290K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 1,449 | $277K | — |
| ILCG iShares Morningstar Growth E | 0.24% | 2,641 | $275K | — |
| AOM iShares Core 40/60 Moderate | 0.22% | 5,396 | $258K | — |
| ACWV iShares MSCI Global Min Vol | 0.22% | 2,135 | $253K | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.21% | 2,715 | $247K | — |
| PEP Pepsico Inc. | 0.21% | 1,653 | $237K | — |
| SCHB Schwab US Broad Market ETF | 0.20% | 8,796 | $231K | — |
| KO The Coca-Cola Co. | 0.19% | 3,175 | $222K | — |
| VGK Vanguard Ftse Europe ETF | 0.18% | 2,518 | $211K | — |
| IVV iShares Core S&P 500 ETF | 0.18% | 307 | $210K | — |
| DFUV Dimensional US Marketwide Va | 0.18% | 4,344 | $202K | — |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 1,049 | $201K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.