Sherman Wealth Management LLC - Portfolio overview

Sherman Wealth Management LLC has 80 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. MGK - VANGUARD WORLD FD, 10.18%
2. VIG - VANGUARD SPECIALIZED FUNDS, 10.02%
3. VYM - VANGUARD WHITEHALL FDS, 6.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.