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SWM
Sherman Wealth Management Portfolio holdings
AUM
$133M
This Fund
S&P 500
This Quarter
Est. Return
+1.69%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
99.53%
Top 10 Holdings %
Top 10 Hldgs %
52.26%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Mega Cap Growth ETF
MGK
|
+$13.4M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$11.3M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$7.61M |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$6.18M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$5.09M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.68% |
| 2 | Communication Services | 1.13% |
| 3 | Consumer Discretionary | 0.61% |
| 4 | Consumer Staples | 0.4% |
| 5 | Industrials | 0.3% |
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Sherman Wealth Management's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Sherman Wealth Management, which disclosed 77 positions worth $115M. Its ten largest holdings account for 52% of the portfolio.
Its largest position is Vanguard Morningstar Mega Cap Growth ETF: 162,570 shares worth $13.4M.
By sector, the portfolio is most concentrated in Technology at 4.7% of assets, followed by Communication Services and Consumer Discretionary.
- Sherman Wealth Management's largest Q4 2025 buy was Vanguard Morningstar Mega Cap Growth ETF: 162,570 shares worth $13.4M.
- Sherman Wealth Management's ten largest holdings make up 52% of its $115M portfolio in Q4 2025.
- Sherman Wealth Management disclosed 77 positions in Q4 2025, its first 13F filing on record.
Based on Sherman Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.