SWM
AAUS

Sherman Wealth Management’s Alpha Architect US Equity ETF AAUS Stock Holding History

Sherman Wealth Management’s Portfolio AAUS Stock Details AAUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Hold
17,545
– – 0.79% 33
2026
Q1 		$919K Hold
17,545
– – 0.79% 32
2025
Q4 		$967K Buy
+17,545
New +$960K 0.84% 32

Other funds holding AAUS

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
QHA
Quarry Hill Advisors St Paul, Minnesota $260M AUM 27.09% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Sherman Wealth Management's AAUS Position: Q2 2026 in Review

Sherman Wealth Management held its Alpha Architect US Equity ETF (AAUS) position steady in Q2 2026 at 17,545 shares worth $1.05M. The position accounts for 0.79% of the portfolio, ranked #33.

Sherman Wealth Management first reported a position in AAUS in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold AAUS as of Q2 2026.

  • Sherman Wealth Management held 17,545 shares of Alpha Architect US Equity ETF worth $1.05M as of Q2 2026.
  • Sherman Wealth Management left its Alpha Architect US Equity ETF share count unchanged in Q2 2026.
  • Alpha Architect US Equity ETF made up 0.79% of Sherman Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Sherman Wealth Management first reported a position in Alpha Architect US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Alpha Architect US Equity ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.