Sherman Wealth Management LLC reported 15 positions worth $10.31M for the quarter ended Sep 30, 2026, up 0.0% on the prior quarter. It opened 0 new positions, added to 0, trimmed 0 and exited 0. Its largest holding is Apple Inc. at 24.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 8,641 | $2.50M | 24.25% | 0 | 0.0% | Unchanged | 0% |
| 2 | NVDA Nvidia Corp | Technology | 8,238 | $1.65M | 15.99% | 0 | 0.0% | Unchanged | 0% |
| 3 | AMD Advanced Micro Devices Inc | Technology | 2,437 | $1.42M | 13.73% | 0 | 0.0% | Unchanged | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 2,106 | $744.17K | 7.22% | 0 | 0.0% | Unchanged | 0% |
| 5 | MSFT Microsoft Corp | Technology | 1,203 | $448.56K | 4.35% | 0 | 0.0% | Unchanged | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 1,870 | $445.70K | 4.32% | 0 | 0.0% | Unchanged | 0% |
| 7 | GE General Electric Co | Industrials | 1,140 | $425.88K | 4.13% | 0 | 0.0% | Unchanged | 0% |
| 8 | ROKU Roku, Inc | Technology | 3,000 | $414.42K | 4.02% | 0 | 0.0% | Unchanged | 0% |
| 9 | HD Home Depot, Inc. | Consumer Discretionary | 1,092 | $385.28K | 3.74% | 0 | 0.0% | Unchanged | 0% |
| 10 | XOM ExxonMobil Holdings Corp | Energy | 2,749 | $375.86K | 3.65% | 0 | 0.0% | Unchanged | 0% |
| 11 | GEV GE Vernova Inc. | Industrials | 285 | $335.37K | 3.25% | 0 | 0.0% | Unchanged | 0% |
| 12 | BRK-B Berkshire Hathaway Inc | Financial Services | 660 | $330.26K | 3.2% | 0 | 0.0% | Unchanged | 0% |
| 13 | SNDK Sandisk Corp | Technology | 128 | $291.04K | 2.82% | 0 | 0.0% | Unchanged | 0% |
| 14 | META Meta Platforms, Inc. | Technology | 503 | $283.53K | 2.75% | 0 | 0.0% | Unchanged | 0% |
| 15 | WDC Western Digital Corp | Technology | 414 | $264.61K | 2.57% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Sherman Wealth Management.
As of its Q3 2026 13F filing, Sherman Wealth Management LLC’s five largest positions were Apple Inc. (AAPL) at 24.3%, Nvidia Corp (NVDA) at 16.0%, Advanced Micro Devices Inc (AMD) at 13.7%, Alphabet Inc. (GOOG) at 7.2%, Microsoft Corp (MSFT) at 4.4% of the reported portfolio.
Sherman Wealth Management LLC reported a 13F portfolio worth $10.31M across 15 positions for Q3 2026. That is up 0.0% from the previous quarter.
From the Form 13F-HR reports Sherman Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.