Sherman Wealth Management LLC: 13F holdings
CIK 20961102026Q2
| Positions | 84 |
|---|
| Reported value | $132.8m |
|---|
| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 84 (+4 vs prior quarter) |
|---|
| Reported value | $132.8m (+14.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MGK VANGUARD WORLD FD | 159,743 | $14.0m | 10.6% |
| VIG VANGUARD SPECIALIZED FUNDS | 55,736 | $13.2m | 9.9% |
| EWU SPDR INDEX SHS FDS | 167,877 | $8.5m | 6.4% |
| VYM VANGUARD WHITEHALL FDS | 52,428 | $8.3m | 6.2% |
| JPST J P MORGAN EXCHANGE TRADED F | 124,725 | $6.3m | 4.7% |
| JBND J P MORGAN EXCHANGE TRADED F | 86,766 | $4.6m | 3.5% |
| QUAL ISHARES TR | 20,726 | $4.5m | 3.4% |
| VEA VANGUARD TAX-MANAGED FDS | 50,976 | $3.6m | 2.7% |
| VOOG VANGUARD ADMIRAL FDS INC | 37,758 | $3.1m | 2.3% |
| BIL SPDR SERIES TRUST | 32,219 | $3.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2096110")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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