Sherman Wealth Management LLC

GAITHERSBURG, MD · CIK 2096110 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBethesda, MD

$132.8m reported value +14.1% vs Q1 2026

84positions

52.1%in top 10

7 new 45 added 21 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	159,743	$14.0m10.57%	10.57%	Reduced -1.6k	-1,567 -1.0%
2	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	55,736	$13.2m9.93%	9.93%	Added +1.5k	+1,517 2.8%
3	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	167,877	$8.5m6.37%	6.37%	Added +9.4k	+9,414 5.9%
4	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	52,428	$8.3m6.24%	6.24%	Added +443	+443 0.8%
5	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	124,725	$6.3m4.75%	4.75%	Added +7.4k	+7,368 6.3%
6	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	86,766	$4.6m3.49%	3.49%	Added +8.0k	+8,002 10.2%
7	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	20,726	$4.5m3.42%	3.42%	Added +53	+53 0.3%
8	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	50,976	$3.6m2.73%	2.73%	Added +1.4k	+1,395 2.8%
9	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	37,758	$3.1m2.35%	2.35%	Added +582	+582 1.6%
10	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	32,219	$3.0m2.22%	2.22%	Added +2.5k	+2,477 8.3%
11	ISHARES TR MSCI USA MIN VOL USMV	USMV	28,618	$2.8m2.08%	2.08%	Reduced -2.4k	-2,434 -7.8%
12	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	31,775	$2.6m1.94%	1.94%	Added +67	+67 0.2%
13	APPLE INC COM AAPL	AAPL	8,641	$2.5m1.88%	1.88%	Reduced -430	-430 -4.7%
14	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	32,329	$2.4m1.82%	1.82%	Added +250	+250 0.8%
15	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	20,579	$2.4m1.81%	1.81%	Reduced -6.0k	-6,013 -22.6%
16	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	41,963	$2.2m1.64%	1.64%	Added +2.0k	+2,001 5.0%
17	ISHARES INC CORE MSCI EMKT IEMG	IEMG	24,925	$2.1m1.55%	1.55%	Added +903	+903 3.8%
18	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	20,975	$1.9m1.42%	1.42%	Added +1.5k	+1,507 7.7%
19	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	19,605	$1.9m1.41%	1.41%	Reduced -1.9k	-1,863 -8.7%
20	ISHARES TR CORE S&P SCP ETF IJR	IJR	12,634	$1.9m1.41%	1.41%	Added +156	+156 1.2%
21	CAMBRIA ETF TR SHSHLD YIELD ETF SYLD	SYLD	21,861	$1.7m1.30%	1.30%	Added +589	+589 2.8%
22	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,662	$1.7m1.30%	1.30%	Added +11	+11 0.2%
23	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	32,660	$1.7m1.29%	1.29%	Reduced -1.3k	-1,313 -3.9%
24	NVIDIA CORPORATION COM NVDA	NVDA	8,238	$1.6m1.24%	1.24%	Reduced -589	-589 -6.7%
25	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	6,221	$1.5m1.14%	1.14%	Added +194	+194 3.2%
26	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,437	$1.4m1.07%	1.07%	Unchanged
27	J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ JPIN	JPIN	19,387	$1.4m1.06%	1.06%	Added +1.6k	+1,581 8.9%
28	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	11,061	$1.3m0.99%	0.99%	Reduced -7	-7 -0.1%
29	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	15,219	$1.3m0.99%	0.99%	Reduced -135	-135 -0.9%
30	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,688	$1.2m0.94%	0.94%	Unchanged
31	ISHARES TR MSCI USA MMENTM MTUM	MTUM	3,564	$1.2m0.92%	0.92%	Added +1	+1 0.0%
32	ISHARES TR EAFE GRWTH ETF EFG	EFG	9,261	$1.2m0.87%	0.87%	Added +62	+62 0.7%
33	EA SERIES TRUST ALPHA ARCHITECT AAUS	AAUS	17,545	$1.0m0.79%	0.79%	Unchanged
34	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	16,488	$1.0m0.75%	0.75%	Added +73	+73 0.4%
35	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	16,126	$962.6k0.72%	0.72%	Added +326	+326 2.1%
36	EA SERIES TRUST ALPHA ARCHITECT AAEQ	AAEQ	17,799	$946.7k0.71%	0.71%	Unchanged
37	ISHARES TR SP SMCP600VL ETF IJS	IJS	6,819	$932.0k0.70%	0.70%	Reduced -99	-99 -1.4%
38	VANGUARD ADMIRAL FDS INC 500 VAL IDX FD VOOV	VOOV	4,000	$876.8k0.66%	0.66%	Added +15	+15 0.4%
39	EA SERIES TRUST CAMBRIA GLOBAL E GEQ	GEQ	15,273	$781.2k0.59%	0.59%	New
40	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,005	$750.4k0.56%	0.56%	Added +3	+3 0.3%
41	ALPHABET INC CAP STK CL C GOOG	GOOG	2,106	$744.2k0.56%	0.56%	Added +2	+2 0.1%
42	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	3,658	$722.7k0.54%	0.54%	Unchanged
43	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	12,770	$684.6k0.52%	0.52%	Added +44	+44 0.3%
44	PROSHARES TR S&P 500 HIGH INC ISPY	ISPY	12,964	$624.7k0.47%	0.47%	Reduced -724	-724 -5.3%
45	ISHARES TR RUS MDCP VAL ETF IWS	IWS	3,649	$600.7k0.45%	0.45%	Reduced -54	-54 -1.5%
46	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	18,359	$582.2k0.44%	0.44%	Reduced -595	-595 -3.1%
47	FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX FDN	FDN	2,102	$556.4k0.42%	0.42%	Reduced -164	-164 -7.2%
48	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	4,351	$542.8k0.41%	0.41%	Added +1.5k	+1,526 54.0%
49	MICROSOFT CORP COM MSFT	MSFT	1,203	$448.6k0.34%	0.34%	Reduced -181	-181 -13.1%
50	AMAZON COM INC COM AMZN	AMZN	1,870	$445.7k0.34%	0.34%	Unchanged
51	GE AEROSPACE COM NEW GE	GE	1,140	$425.9k0.32%	0.32%	Added +2	+2 0.2%
52	RBB FD INC MOTLEY FOL ETF TMFC	TMFC	5,511	$419.7k0.32%	0.32%	Unchanged
53	ROKU INC COM CL A ROKU	ROKU	3,000	$414.4k0.31%	0.31%	Unchanged
54	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	4,483	$407.0k0.31%	0.31%	Added +1	+1 0.0%
55	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	1,020	$404.5k0.30%	0.30%	Reduced -641	-641 -38.6%
56	HOME DEPOT INC COM HD	HD	1,092	$385.3k0.29%	0.29%	Reduced -91	-91 -7.7%
57	EXXON MOBIL CORP COM XOM	XOM	2,749	$375.9k0.28%	0.28%	Added +18	+18 0.7%
58	ISHARES TR RUS 1000 ETF IWB	IWB	912	$373.3k0.28%	0.28%	Added +2	+2 0.2%
59	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	6,427	$370.6k0.28%	0.28%	Added +24	+24 0.4%
60	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	679	$354.5k0.27%	0.27%	Added +3	+3 0.4%
61	ISHARES TR EXPANDED TECH IGV	IGV	3,858	$349.5k0.26%	0.26%	Reduced -2	-2 -0.1%
62	GE VERNOVA INC COM GEV	GEV	285	$335.4k0.25%	0.25%	Unchanged
63	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	660	$330.3k0.25%	0.25%	Unchanged
64	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,459	$318.1k0.24%	0.24%	Added +2	+2 0.1%
65	ISHARES TR MORNINGSTAR GRWT ILCG	ILCG	2,643	$309.2k0.23%	0.23%	Unchanged
66	SPDR SER TR SSGA US LRG ETF LGLV	LGLV	1,683	$305.4k0.23%	0.23%	Added +15	+15 0.9%
67	ISHARES TR MODERT ALLOC ETF AOM	AOM	6,092	$303.9k0.23%	0.23%	Added +709	+709 13.2%
68	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	2,720	$296.7k0.22%	0.22%	Reduced -7	-7 -0.3%
69	SANDISK CORP COM SNDK	SNDK	128	$291.0k0.22%	0.22%	New
70	META PLATFORMS INC CL A META	META	503	$283.5k0.21%	0.21%	Added +11	+11 2.2%
71	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	4,866	$273.3k0.21%	0.21%	Reduced -222	-222 -4.4%
72	TIDAL TRUST II RET STCKD GL STK RSSB	RSSB	8,689	$267.3k0.20%	0.20%	Added +390	+390 4.7%
73	WESTERN DIGITAL CORP COM WDC	WDC	414	$264.6k0.20%	0.20%	New
74	ISHARES INC MSCI GBL MIN VOL ACWV	ACWV	2,135	$256.6k0.19%	0.19%	Added +19	+19 0.9%
75	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	8,844	$256.1k0.19%	0.19%	Added +23	+23 0.3%
76	ISHARES TR RUSSELL 2000 ETF IWM	IWM	841	$252.8k0.19%	0.19%	New
77	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	363	$249.2k0.19%	0.19%	New
78	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	4,374	$240.6k0.18%	0.18%	Added +15	+15 0.3%
79	INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN IGPT	IGPT	2,296	$239.0k0.18%	0.18%	New
80	LAZARD ACTIVE ETF TR LISTED INFRASTRU GLIX	GLIX	8,400	$232.7k0.18%	0.18%	Added +561	+561 7.2%
81	ISHARES TR CORE S&P500 ETF IVV	IVV	309	$231.3k0.17%	0.17%	Added +1	+1 0.3%
82	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	2,564	$227.1k0.17%	0.17%	Added +34	+34 1.3%
83	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	2,978	$218.6k0.16%	0.16%	Reduced -126	-126 -4.1%
84	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	3,278	$215.1k0.16%	0.16%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
J P MORGAN EXCHANGE TRADED F JEPI	JEPI	11,098	$629.0k11.1k shares
ROYAL GOLD INC RGLD	RGLD	824	$209.6k824 shares
WHEATON PRECIOUS METALS CORP WPM	WPM	1,545	$202.4k1.5k shares