Sherman Wealth Management LLC
Sherman Wealth Management LLC reported 84 positions worth $132.8M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: MGK (10.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MGK | SH | $14.0M | 10.57% | 159,743 | — | — | |
| ▸ 2 | VIG | SH | $13.2M | 9.93% | 55,736 | — | — | |
| ▸ 3 | SPDW | SH | $8.5M | 6.37% | 167,877 | — | — | |
| ▸ 4 | VYM | SH | $8.3M | 6.24% | 52,428 | — | — | |
| ▸ 5 | JPST | SH | $6.3M | 4.75% | 124,725 | — | — | |
| ▸ 6 | JBND | SH | $4.6M | 3.50% | 86,766 | — | — | |
| ▸ 7 | QUAL | SH | $4.5M | 3.42% | 20,726 | — | — | |
| ▸ 8 | VEA | SH | $3.6M | 2.73% | 50,976 | — | — | |
| ▸ 9 | VOOG | SH | $3.1M | 2.35% | 37,758 | — | — | |
| ▸ 10 | BIL | SH | $3.0M | 2.22% | 32,219 | — | — |
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Frequently Asked Questions
What stocks does Sherman Wealth Management LLC hold as of Q2 2026?
Sherman Wealth Management LLC reported 84 positions worth $132.8M in its Q2 2026 13F filing. Largest positions: MGK (10.6%), VIG (9.9%), SPDW (6.4%), VYM (6.2%) and JPST (4.7%).
What did Sherman Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sherman Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.