Sherman Wealth Management LLC Portfolio Holdings by Sector
Sherman Wealth Management LLC
- $100 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
MGK VIG VYM SPDW JPST QUAL USMV VEA 49 stocks |
$86.5 Million
90.56% of portfolio
|
  49  
|
- |
  49  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.42 Million
2.53% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$1.7 Million
1.78% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.51 Million
1.58% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$867,440
0.91% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$715,496
0.75% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$470,435
0.49% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$454,679
0.48% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$331,808
0.35% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$293,126
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$251,773
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|