SEC Form 13F

Sherman Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$132,835,063
Positions84

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD WORLD FDMGKMEGA GRWTH IND$14,043,027159,743
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$13,188,33055,736
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$8,459,339167,877
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$8,285,18852,428
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$6,307,346124,725
J P MORGAN EXCHANGE TRADED FJBNDACTIVE BOND ETF$4,641,96686,766
ISHARES TRQUALMSCI USA QLT FCT$4,547,81420,726
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$3,632,01050,976
VANGUARD ADMIRAL FDS INCVOOG500 GRTH IDX F$3,119,60337,758
SPDR SERIES TRUSTBILST STR BLO 1 ETF$2,952,56832,219

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page