Sherman Wealth Management LLC
Net buyer this quarter
$133M
23
+$934K
13.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VYM | $8.29M | 6.24% | Not reported | +0.9% | Q4 2025 |
 AAPL | $2.5M | 1.88% | 0.00% | -4.7% | Q4 2025 |
 NVDA | $1.65M | 1.24% | 0.00% | -6.7% | Q4 2025 |
 AMD | $1.42M | 1.07% | 0.00% | Not reported | Q4 2025 |
 QQQ | $1.24M | 0.94% | Not reported | Not reported | Q4 2025 |
 GEQ | $781K | 0.59% | Not reported | New | Q2 2026 |
 SPY | $750K | 0.56% | Not reported | +0.3% | Q4 2025 |
 GOOG | $744K | 0.56% | Not reported | +0.1% | Q4 2025 |
 IWS | $601K | 0.45% | Not reported | -1.5% | Q4 2025 |
 MSFT | $449K | 0.34% | 0.00% | -13.1% | Q4 2025 |
 AMZN | $446K | 0.34% | 0.00% | Not reported | Q4 2025 |
 GE | $426K | 0.32% | 0.00% | +0.2% | Q4 2025 |
 ROKU | $414K | 0.31% | 0.00% | Not reported | Q4 2025 |
 HD | $385K | 0.29% | 0.00% | -7.7% | Q4 2025 |
 XOM | $376K | 0.28% | 0.00% | +0.7% | Q4 2025 |
| DIA | $354K | 0.27% | Not reported | +0.4% | Q4 2025 |
 GEV | $335K | 0.25% | 0.00% | Not reported | Q1 2026 |
 BRK.B | $330K | 0.25% | Not reported | Not reported | Q4 2025 |
 SNDK | $291K | 0.22% | 0.00% | New | Q2 2026 |
 META | $284K | 0.21% | Not reported | +2.2% | Q4 2025 |
 NOBL | $273K | 0.21% | Not reported | -4.4% | Q4 2025 |
 WDC | $265K | 0.20% | 0.00% | New | Q2 2026 |
 AIQ | $215K | 0.16% | 0.03% | New | Q2 2026 |
| Q1 2026 | |||||
| VYM | $7.7M | 6.61% | Not reported | -2.9% | Q4 2025 |
| AAPL | $2.3M | 1.98% | 0.00% | -3.6% | Q4 2025 |
| NVDA | $1.54M | 1.32% | 0.00% | +0.7% | Q4 2025 |
| QQQ | $974K | 0.84% | Not reported | +0.1% | Q4 2025 |
| SPY | $652K | 0.56% | Not reported | +0.3% | Q4 2025 |
| GOOG | $604K | 0.52% | Not reported | +0.1% | Q4 2025 |
| IWS | $540K | 0.46% | Not reported | -0.4% | Q4 2025 |
| MSFT | $512K | 0.44% | 0.00% | Not reported | Q4 2025 |
| AMD | $496K | 0.43% | 0.00% | +0.2% | Q4 2025 |
| XOM | $463K | 0.40% | 0.00% | +1.6% | Q4 2025 |
| AMZN | $389K | 0.33% | 0.00% | +42.4% | Q4 2025 |
| HD | $389K | 0.33% | 0.00% | +1.3% | Q4 2025 |
| GE | $323K | 0.28% | 0.00% | +0.2% | Q4 2025 |
| BRK.B | $316K | 0.27% | Not reported | Not reported | Q4 2025 |
| DIA | $313K | 0.27% | Not reported | +0.3% | Q4 2025 |
| ROKU | $284K | 0.24% | 0.00% | Not reported | Q4 2025 |
| META | $281K | 0.24% | Not reported | +2.1% | Q4 2025 |
| NOBL | $270K | 0.23% | Not reported | -11.2% | Q4 2025 |
| GEV | $249K | 0.21% | 0.00% | New | Q1 2026 |
 RGLD | $210K | 0.18% | 0.00% | New | Q1 2026 |
 WPM | $202K | 0.17% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| VYM | $7.68M | 6.67% | Not reported | New | Q4 2025 |
| AAPL | $2.56M | 2.22% | 0.00% | New | Q4 2025 |
| NVDA | $1.64M | 1.42% | 0.00% | New | Q4 2025 |
| QQQ | $1.04M | 0.90% | Not reported | New | Q4 2025 |
| SPY | $682K | 0.59% | Not reported | New | Q4 2025 |
| MSFT | $669K | 0.58% | 0.00% | New | Q4 2025 |
| GOOG | $659K | 0.57% | Not reported | New | Q4 2025 |
| IWS | $524K | 0.46% | Not reported | New | Q4 2025 |
| AMD | $521K | 0.45% | 0.00% | New | Q4 2025 |
| HD | $402K | 0.35% | 0.00% | New | Q4 2025 |
| GE | $350K | 0.30% | 0.00% | New | Q4 2025 |
| BRK.B | $332K | 0.29% | Not reported | New | Q4 2025 |
| ROKU | $325K | 0.28% | 0.00% | New | Q4 2025 |
| DIA | $324K | 0.28% | Not reported | New | Q4 2025 |
| XOM | $323K | 0.28% | 0.00% | New | Q4 2025 |
| META | $318K | 0.28% | Not reported | New | Q4 2025 |
| AMZN | $303K | 0.26% | 0.00% | New | Q4 2025 |
| NOBL | $298K | 0.26% | Not reported | New | Q4 2025 |
 PEP | $237K | 0.21% | 0.00% | New | Q4 2025 |
 KO | $222K | 0.19% | 0.00% | New | Q4 2025 |