StockDriftsStockDriftsTop 50 Sherman Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 10.57% | 159.7K | $14.0M | -0.97%(-1.57K) | $81.52(+10.92%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 9.93% | 55.7K | $13.2M | +2.80%(+1.52K) | $217.93(+13.16%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 6.37% | 167.9K | $8.5M | +5.94%(+9.41K) | $43.95(+17.69%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 6.24% | 52.4K | $8.3M | +0.85%(+443) | $142.32(+17.04%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.75% | 124.7K | $6.3M | +6.28%(+7.37K) | $50.65(-0.37%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 3.49% | 86.8K | $4.6M | +10.16%(+8.00K) | $54.02(-2.47%) | 2026-06-30 | |
| QUAL | ISHARES TR | 3.42% | 20.7K | $4.5M | +0.26%(+53) | $196.58(+15.10%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.73% | 51.0K | $3.6M | +2.81%(+1.40K) | $61.40(+18.86%) | 2026-06-30 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 2.35% | 37.8K | $3.1M | +1.57%(+582) | $73.27(+16.17%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 2.22% | 32.2K | $3.0M | +8.33%(+2.48K) | $91.57(-0.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.30% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.09% |
Sherman Wealth Management LLC reports $132.84M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are MGK (10.6%), VIG (9.9%) and SPDW (6.4%). The top 20 holdings account for 69.03% of reported assets. Its disclosed equity book has returned +6.30% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sherman Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2096110). View Sherman Wealth Management LLC’s 13F filings on SEC