Sherman Wealth Management LLC
•CIK: 2096110•Filing: Q4 2025
**Sherman Wealth Management LLC** manages $115M across a diversified portfolio of 77 positions. The strategy exhibits a clear tilt toward quality and income generation, evidenced by top holdings including MGK at $13.4M and VIG at $11.4M. Significant allocations are also maintained in dividend-focused ETFs such as VYM ($7.7M) and SPDW ($6.3M). The portfolio structure suggests a disciplined approach balancing growth potential with established income streams.
Total AUM
$115.1M
QoQ Performance
N/A
Positions
42
Top 10 Concentration
52.3%
Latest Filing
Q4 2025
Top Holdings Allocation
MGK
VIG
VYM
SPDW
MGK11.7%
VIG9.9%
VYM6.7%
SPDW5.5%
JPST4.4%
QUAL3.9%
JBND2.8%
VEA2.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other91.8%
Technology5.5%
ETF0.8%
Consumer0.6%
Consumer Staples0.4%
Industrial0.3%
Financial0.3%
Energy0.3%