Sherman Wealth Management

GAITHERSBURG, MDfiles as Sherman Wealth Management LLC

$133m in 84 US stocks at the end of 30 June 2026. The top 10 are 52.1% of the money. It changed about 5.1% of the portfolio this quarter.

Value

$133m

Stocks

Top 10 share

52.1%

Turnover

5.1%

What changed this quarter

New

Bought for the first time this quarter.

EA Series TrustGEQ
0.6% of the fund
SandiskSNDK
0.2% of the fund
Western DigitalWDC
0.2% of the fund
Ishares TRIWM
0.2% of the fund
Vanguard Index FDSVOO
0.2% of the fund
Invesco Exchange Traded FD TIGPT
0.2% of the fund
Global X FDSAIQ
0.2% of the fund

Added

Bought more of a stock they already held.

Vanguard Specialized FundsVIG
9.9% of the fund
+3%
Spdr Index SHS FDSSPDW
6.4% of the fund
+6%
J P Morgan Exchange Traded FJPST
4.7% of the fund
+6%
J P Morgan Exchange Traded FJBND
3.5% of the fund
+10%
Vanguard Tax-Managed FDSVEA
2.7% of the fund
+3%
Spdr Series TrustBIL
2.2% of the fund
+8%
Spdr Index SHS FDSSPEM
1.6% of the fund
+5%
IsharesIEMG
1.6% of the fund
+4%
Invesco Exchange Traded FD TSPHQ
1.4% of the fund
+8%
Cambria ETF TRSYLD
1.3% of the fund
+3%
Vanguard Index FDSVBR
1.1% of the fund
+3%
J P Morgan Exchange Traded FJPIN
1.1% of the fund
+9%
Vanguard Intl Equity Index FVWO
0.7% of the fund
+2%
American Centy ETF TRAVUV
0.4% of the fund
+54%
Ishares TRAOM
0.2% of the fund
+13%
Meta PlatformsMETA
0.2% of the fund
+2%
Tidal Trust IIRSSB
0.2% of the fund
+5%
Lazard Active ETF TRGLIX
0.2% of the fund
+7%

Cut

Sold some of their stake.

Ishares TRUSMV
2.1% of the fund
-8%
AppleAAPL
1.9% of the fund
-5%
EA Series TrustBOXX
1.8% of the fund
-23%
Wisdomtree TRDGRW
1.4% of the fund
-9%
Blackrock ETF Trust IIBINC
1.3% of the fund
-4%
NvidiaNVDA
1.2% of the fund
-7%
Proshares TRISPY
0.5% of the fund
-5%
Schwab Strategic TRSCHD
0.4% of the fund
-3%
First TR Exchange-Traded FDFDN
0.4% of the fund
-7%
MicrosoftMSFT
0.3% of the fund
-13%
Vanguard World FDVCR
0.3% of the fund
-39%
Home DepotHD
0.3% of the fund
-8%
Proshares TRNOBL
0.2% of the fund
-4%
Vanguard BD Index FDSBND
0.2% of the fund
-4%

Sold out

Sold their entire stake.

J P Morgan Exchange Traded FJEPI
-100%
Royal GoldRGLD
-100%
Wheaton Precious MetalsWPM
-100%

Holdings

Vanguard World FDMGK
Share
10.6%
Value
$14m
Shares
159,743
Held
Vanguard Specialized FundsVIG
Share
9.9%
Value
$13m
Shares
55,736
+3%
Spdr Index SHS FDSSPDW
Share
6.4%
Value
$8m
Shares
167,877
+6%
Vanguard Whitehall FDSVYM
Share
6.2%
Value
$8m
Shares
52,428
Held
J P Morgan Exchange Traded FJPST
Share
4.7%
Value
$6m
Shares
124,725
+6%
J P Morgan Exchange Traded FJBND
Share
3.5%
Value
$5m
Shares
86,766
+10%
Ishares TRQUAL
Share
3.4%
Value
$5m
Shares
20,726
Held
Vanguard Tax-Managed FDSVEA
Share
2.7%
Value
$4m
Shares
50,976
+3%
Vanguard Admiral FDSVOOG
Share
2.3%
Value
$3m
Shares
37,758
Held
Spdr Series TrustBIL
Share
2.2%
Value
$3m
Shares
32,219
+8%
Ishares TRUSMV
Share
2.1%
Value
$3m
Shares
28,618
-8%
Proshares TRTQQQ
Share
1.9%
Value
$3m
Shares
31,775
Held
AppleAAPL
Share
1.9%
Value
$3m
Shares
8,641
-5%
Invesco Exch Traded FD TR IISPLV
Share
1.8%
Value
$2m
Shares
32,329
Held
EA Series TrustBOXX
Share
1.8%
Value
$2m
Shares
20,579
-23%
Spdr Index SHS FDSSPEM
Share
1.6%
Value
$2m
Shares
41,963
+5%
IsharesIEMG
Share
1.6%
Value
$2m
Shares
24,925
+4%
Invesco Exchange Traded FD TSPHQ
Share
1.4%
Value
$2m
Shares
20,975
+8%
Wisdomtree TRDGRW
Share
1.4%
Value
$2m
Shares
19,605
-9%
Ishares TRIJR
Share
1.4%
Value
$2m
Shares
12,634
Held
Cambria ETF TRSYLD
Share
1.3%
Value
$2m
Shares
21,861
+3%
Vanguard Index FDSVTI
Share
1.3%
Value
$2m
Shares
4,662
Held
Blackrock ETF Trust IIBINC
Share
1.3%
Value
$2m
Shares
32,660
-4%
NvidiaNVDA
Share
1.2%
Value
$2m
Shares
8,238
-7%
Vanguard Index FDSVBR
Share
1.1%
Value
$2m
Shares
6,221
+3%
Advanced Micro DevicesAMD
Share
1.1%
Value
$1m
Shares
2,437
Held
J P Morgan Exchange Traded FJPIN
Share
1.1%
Value
$1m
Shares
19,387
+9%
Spdr Series TrustSPYG
Share
1.0%
Value
$1m
Shares
11,061
Held
Vanguard Index FDSVUG
Share
1.0%
Value
$1m
Shares
15,219
Held
Invesco QQQ TRQQQ
Share
0.9%
Value
$1m
Shares
1,688
Held
Ishares TRMTUM
Share
0.9%
Value
$1m
Shares
3,564
Held
Ishares TREFG
Share
0.9%
Value
$1m
Shares
9,261
Held
EA Series TrustAAUS
Share
0.8%
Value
$1m
Shares
17,545
Held
Spdr Series TrustSPYV
Share
0.8%
Value
$1m
Shares
16,488
Held
Vanguard Intl Equity Index FVWO
Share
0.7%
Value
$962,588
Shares
16,126
+2%
EA Series TrustAAEQ
Share
0.7%
Value
$946,699
Shares
17,799
Held
Ishares TRIJS
Share
0.7%
Value
$931,994
Shares
6,819
Held
Vanguard Admiral FDSVOOV
Share
0.7%
Value
$876,835
Shares
4,000
Held
EA Series TrustGEQ
Share
0.6%
Value
$781,176
Shares
15,273
New
State STR Spdr S&P 500 ETF TSPY
Share
0.6%
Value
$750,377
Shares
1,005
Held
AlphabetGOOG
Share
0.6%
Value
$744,170
Shares
2,106
Held
Vanguard Index FDSVOE
Share
0.5%
Value
$722,743
Shares
3,658
Held
Select Sector Spdr TRXLF
Share
0.5%
Value
$684,610
Shares
12,770
Held
Proshares TRISPY
Share
0.5%
Value
$624,748
Shares
12,964
-5%
Ishares TRIWS
Share
0.5%
Value
$600,669
Shares
3,649
Held
Schwab Strategic TRSCHD
Share
0.4%
Value
$582,175
Shares
18,359
-3%
First TR Exchange-Traded FDFDN
Share
0.4%
Value
$556,441
Shares
2,102
-7%
American Centy ETF TRAVUV
Share
0.4%
Value
$542,814
Shares
4,351
+54%
MicrosoftMSFT
Share
0.3%
Value
$448,558
Shares
1,203
-13%
Amazon.comAMZN
Share
0.3%
Value
$445,696
Shares
1,870
Held
General ElectricGE
Share
0.3%
Value
$425,878
Shares
1,140
Held
RBB FDTMFC
Share
0.3%
Value
$419,747
Shares
5,511
Held
RokuROKU
Share
0.3%
Value
$414,420
Shares
3,000
Held
Spdr Series TrustSPTM
Share
0.3%
Value
$407,038
Shares
4,483
Held
Vanguard World FDVCR
Share
0.3%
Value
$404,527
Shares
1,020
-39%
Home DepotHD
Share
0.3%
Value
$385,275
Shares
1,092
-8%
ExxonMobil HoldingsXOM
Share
0.3%
Value
$375,858
Shares
2,749
Held
Ishares TRIWB
Share
0.3%
Value
$373,274
Shares
912
Held
Spdr Series TrustSPSM
Share
0.3%
Value
$370,617
Shares
6,427
Held
State STR Spdr DOW Jones INDDIA
Share
0.3%
Value
$354,457
Shares
679
Held
Ishares TRIGV
Share
0.3%
Value
$349,544
Shares
3,858
Held
GE VernovaGEV
Share
0.3%
Value
$335,367
Shares
285
Held
Berkshire HathawayBRK-B
Share
0.2%
Value
$330,257
Shares
660
Held
Vanguard Index FDSVTV
Share
0.2%
Value
$318,051
Shares
1,459
Held
Ishares TRILCG
Share
0.2%
Value
$309,241
Shares
2,643
Held
Spdr Series TrustLGLV
Share
0.2%
Value
$305,419
Shares
1,683
Held
Ishares TRAOM
Share
0.2%
Value
$303,914
Shares
6,092
+13%
Spdr Series TrustSLYV
Share
0.2%
Value
$296,748
Shares
2,720
Held
SandiskSNDK
Share
0.2%
Value
$291,037
Shares
128
New
Meta PlatformsMETA
Share
0.2%
Value
$283,530
Shares
503
+2%
Proshares TRNOBL
Share
0.2%
Value
$273,290
Shares
4,866
-4%
Tidal Trust IIRSSB
Share
0.2%
Value
$267,264
Shares
8,689
+5%
Western DigitalWDC
Share
0.2%
Value
$264,610
Shares
414
New
IsharesACWV
Share
0.2%
Value
$256,640
Shares
2,135
Held
Schwab Strategic TRSCHB
Share
0.2%
Value
$256,125
Shares
8,844
Held
Ishares TRIWM
Share
0.2%
Value
$252,766
Shares
841
New
Vanguard Index FDSVOO
Share
0.2%
Value
$249,200
Shares
363
New
Dimensional ETF TrustDFUV
Share
0.2%
Value
$240,623
Shares
4,374
Held
Invesco Exchange Traded FD TIGPT
Share
0.2%
Value
$239,006
Shares
2,296
New
Lazard Active ETF TRGLIX
Share
0.2%
Value
$232,686
Shares
8,400
+7%
Ishares TRIVV
Share
0.2%
Value
$231,279
Shares
309
Held
Vanguard Intl Equity Index FVGK
Share
0.2%
Value
$227,059
Shares
2,564
Held
Vanguard BD Index FDSBND
Share
0.2%
Value
$218,595
Shares
2,978
-4%
Global X FDSAIQ
Share
0.2%
Value
$215,059
Shares
3,278
New

Company	Share of fund	Value	Shares	Change
Vanguard World FDMGK	10.6%	$14m	159,743	Held
Vanguard Specialized FundsVIG	9.9%	$13m	55,736	+3%
Spdr Index SHS FDSSPDW	6.4%	$8m	167,877	+6%
Vanguard Whitehall FDSVYM	6.2%	$8m	52,428	Held
J P Morgan Exchange Traded FJPST	4.7%	$6m	124,725	+6%
J P Morgan Exchange Traded FJBND	3.5%	$5m	86,766	+10%
Ishares TRQUAL	3.4%	$5m	20,726	Held
Vanguard Tax-Managed FDSVEA	2.7%	$4m	50,976	+3%
Vanguard Admiral FDSVOOG	2.3%	$3m	37,758	Held
Spdr Series TrustBIL	2.2%	$3m	32,219	+8%
Ishares TRUSMV	2.1%	$3m	28,618	-8%
Proshares TRTQQQ	1.9%	$3m	31,775	Held
AppleAAPL	1.9%	$3m	8,641	-5%
Invesco Exch Traded FD TR IISPLV	1.8%	$2m	32,329	Held
EA Series TrustBOXX	1.8%	$2m	20,579	-23%
Spdr Index SHS FDSSPEM	1.6%	$2m	41,963	+5%
IsharesIEMG	1.6%	$2m	24,925	+4%
Invesco Exchange Traded FD TSPHQ	1.4%	$2m	20,975	+8%
Wisdomtree TRDGRW	1.4%	$2m	19,605	-9%
Ishares TRIJR	1.4%	$2m	12,634	Held
Cambria ETF TRSYLD	1.3%	$2m	21,861	+3%
Vanguard Index FDSVTI	1.3%	$2m	4,662	Held
Blackrock ETF Trust IIBINC	1.3%	$2m	32,660	-4%
NvidiaNVDA	1.2%	$2m	8,238	-7%
Vanguard Index FDSVBR	1.1%	$2m	6,221	+3%
Advanced Micro DevicesAMD	1.1%	$1m	2,437	Held
J P Morgan Exchange Traded FJPIN	1.1%	$1m	19,387	+9%
Spdr Series TrustSPYG	1.0%	$1m	11,061	Held
Vanguard Index FDSVUG	1.0%	$1m	15,219	Held
Invesco QQQ TRQQQ	0.9%	$1m	1,688	Held
Ishares TRMTUM	0.9%	$1m	3,564	Held
Ishares TREFG	0.9%	$1m	9,261	Held
EA Series TrustAAUS	0.8%	$1m	17,545	Held
Spdr Series TrustSPYV	0.8%	$1m	16,488	Held
Vanguard Intl Equity Index FVWO	0.7%	$962,588	16,126	+2%
EA Series TrustAAEQ	0.7%	$946,699	17,799	Held
Ishares TRIJS	0.7%	$931,994	6,819	Held
Vanguard Admiral FDSVOOV	0.7%	$876,835	4,000	Held
EA Series TrustGEQ	0.6%	$781,176	15,273	New
State STR Spdr S&P 500 ETF TSPY	0.6%	$750,377	1,005	Held
AlphabetGOOG	0.6%	$744,170	2,106	Held
Vanguard Index FDSVOE	0.5%	$722,743	3,658	Held
Select Sector Spdr TRXLF	0.5%	$684,610	12,770	Held
Proshares TRISPY	0.5%	$624,748	12,964	-5%
Ishares TRIWS	0.5%	$600,669	3,649	Held
Schwab Strategic TRSCHD	0.4%	$582,175	18,359	-3%
First TR Exchange-Traded FDFDN	0.4%	$556,441	2,102	-7%
American Centy ETF TRAVUV	0.4%	$542,814	4,351	+54%
MicrosoftMSFT	0.3%	$448,558	1,203	-13%
Amazon.comAMZN	0.3%	$445,696	1,870	Held
General ElectricGE	0.3%	$425,878	1,140	Held
RBB FDTMFC	0.3%	$419,747	5,511	Held
RokuROKU	0.3%	$414,420	3,000	Held
Spdr Series TrustSPTM	0.3%	$407,038	4,483	Held
Vanguard World FDVCR	0.3%	$404,527	1,020	-39%
Home DepotHD	0.3%	$385,275	1,092	-8%
ExxonMobil HoldingsXOM	0.3%	$375,858	2,749	Held
Ishares TRIWB	0.3%	$373,274	912	Held
Spdr Series TrustSPSM	0.3%	$370,617	6,427	Held
State STR Spdr DOW Jones INDDIA	0.3%	$354,457	679	Held
Ishares TRIGV	0.3%	$349,544	3,858	Held
GE VernovaGEV	0.3%	$335,367	285	Held
Berkshire HathawayBRK-B	0.2%	$330,257	660	Held
Vanguard Index FDSVTV	0.2%	$318,051	1,459	Held
Ishares TRILCG	0.2%	$309,241	2,643	Held
Spdr Series TrustLGLV	0.2%	$305,419	1,683	Held
Ishares TRAOM	0.2%	$303,914	6,092	+13%
Spdr Series TrustSLYV	0.2%	$296,748	2,720	Held
SandiskSNDK	0.2%	$291,037	128	New
Meta PlatformsMETA	0.2%	$283,530	503	+2%
Proshares TRNOBL	0.2%	$273,290	4,866	-4%
Tidal Trust IIRSSB	0.2%	$267,264	8,689	+5%
Western DigitalWDC	0.2%	$264,610	414	New
IsharesACWV	0.2%	$256,640	2,135	Held
Schwab Strategic TRSCHB	0.2%	$256,125	8,844	Held
Ishares TRIWM	0.2%	$252,766	841	New
Vanguard Index FDSVOO	0.2%	$249,200	363	New
Dimensional ETF TrustDFUV	0.2%	$240,623	4,374	Held
Invesco Exchange Traded FD TIGPT	0.2%	$239,006	2,296	New
Lazard Active ETF TRGLIX	0.2%	$232,686	8,400	+7%
Ishares TRIVV	0.2%	$231,279	309	Held
Vanguard Intl Equity Index FVGK	0.2%	$227,059	2,564	Held
Vanguard BD Index FDSBND	0.2%	$218,595	2,978	-4%
Global X FDSAIQ	0.2%	$215,059	3,278	New

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 15.4% since 31 December 2025.

Where the money is

Technology4.9%

Media & telecom1.1%

Retail & consumer0.6%

Industrials0.6%

Energy0.3%

Financial services0.2%

Other92.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.