Sherman Wealth Management LLC Portfolio Holdings

Sherman Wealth Management LLC

  • $100 Billion
  • Q4 2025

Sherman Wealth Management LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $13.1B, Vanguard Dividend Appreciation with a value of $10.8B, Vanguard Whitehall Fds (Vangua with a value of $7.24B, Spdr Ser Tr Fds Spdr Portfolio with a value of $5.42B, and Jp Morgan ETF Tr Ultra Short I with a value of $4.66B.

Examining the 13F form we can see an increase of $100B in the current position value.

Sherman Wealth Management LLC is based out at Gaithersburg, MD

Below you can find more details about Sherman Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $100 Billion
ETFs: $88 Billion
Technology: $4.83 Billion
Communication Services: $1.12 Billion
Consumer Cyclical: $764 Million
Consumer Defensive: $455 Million
Financial Services: $332 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.1 Billion 13.07% of portfolio
32,499
Q4 2025 New
$0
$10.8 Billion 10.76% of portfolio
49,874
Q4 2025 New
$0
$7.24 Billion 7.23% of portfolio
51,342
Q4 2025 New
$0
$5.42 Billion 5.41% of portfolio
126,572
Q4 2025 New
$0
$4.66 Billion 4.66% of portfolio
91,829
Q4 2025 New
$0
$4.37 Billion 4.37% of portfolio
22,489
Q4 2025 New
$0
$2.82 Billion 2.82% of portfolio
29,670
Q4 2025 New
$0
$2.78 Billion 2.78% of portfolio
46,422
Q4 2025 New
$0
$2.74 Billion 2.74% of portfolio
37,277
Q4 2025 New
$0
$2.55 Billion 2.55% of portfolio
5,849
Q4 2025 New
$4.3T
$2.42 Billion 2.42% of portfolio
9,501
Q4 2025 New
$0
$2.08 Billion 2.08% of portfolio
22,690
Q4 2025 New
J P Morgan Exchange Traded F
-
$1.96 Billion 1.95% of portfolio
-
Q4 2025 New
$0
$1.81 Billion 1.81% of portfolio
20,380
Q4 2025 New
$465B
$1.7 Billion 1.69% of portfolio
9,087
Q4 2025 New
$0
$1.61 Billion 1.61% of portfolio
34,307
Q4 2025 New
$0
$1.44 Billion 1.44% of portfolio
20,957
Q4 2025 New
$0
$1.44 Billion 1.44% of portfolio
12,110
Q4 2025 New
$0
$1.43 Billion 1.43% of portfolio
21,722
Q4 2025 New
$0
$1.24 Billion 1.24% of portfolio
2,589
Q4 2025 New
$0
$1.18 Billion 1.18% of portfolio
17,716
Q4 2025 New
$0
$1.1 Billion 1.09% of portfolio
10,481
Q4 2025 New
$0
$1.06 Billion 1.06% of portfolio
5,103
Q4 2025 New
$0
$1.03 Billion 1.03% of portfolio
2,605
Q4 2025 New
$0
$1.03 Billion 1.03% of portfolio
9,038
Q4 2025 New
$0
$979 Million 0.98% of portfolio
8,511
Q4 2025 New
$0
$971 Million 0.97% of portfolio
4,866
Q4 2025 New
Ea Series Trust
-
$944 Million 0.94% of portfolio
-
Q4 2025 New
$0
$920 Million 0.92% of portfolio
3,588
Q4 2025 New
$0
$904 Million 0.9% of portfolio
16,345
Q4 2025 New
$0
$895 Million 0.89% of portfolio
12,216
Q4 2025 New
$0
$798 Million 0.8% of portfolio
14,731
Q4 2025 New
$0
$792 Million 0.79% of portfolio
4,534
Q4 2025 New
$0
$743 Million 0.74% of portfolio
6,715
Q4 2025 New
Ea Series Trust
-
$730 Million 0.73% of portfolio
-
Q4 2025 New
$3.78T
$715 Million 0.72% of portfolio
1,381
Q4 2025 New
$0
$683 Million 0.68% of portfolio
2,440
Q4 2025 New
Proshares Tr
-
$650 Million 0.65% of portfolio
-
Q4 2025 New
$0
$620 Million 0.62% of portfolio
22,697
Q4 2025 New
$0
$605 Million 0.6% of portfolio
10,587
Q4 2025 New
$0
$524 Million 0.52% of portfolio
3,750
Q4 2025 New
$1.74T
$511 Million 0.51% of portfolio
2,098
Q4 2025 New
$367B
$470 Million 0.47% of portfolio
1,161
Q4 2025 New
$0
$374 Million 0.37% of portfolio
5,033
Q4 2025 New
$1.37T
$356 Million 0.36% of portfolio
485
Q4 2025 New
$0
$365 Million 0.36% of portfolio
4,523
Q4 2025 New
$0
$337 Million 0.34% of portfolio
922
Q4 2025 New
$0
$345 Million 0.34% of portfolio
1,328
Q4 2025 New
$662B
$332 Million 0.33% of portfolio
660
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $100 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 66 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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