Sherman Wealth Management
Sherman Wealth Management reported 84 stocks worth $141M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are MGK (10.3%), VIG (9.1%) and SPDW (6.4%). Compared with Q2 2026, the fund opened new positions in TROW, CGGR and XOM, added to SPDW, VYM and JPST, trimmed MGK, VIG and VOOG and sold out of XOM, NOBL and WDC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MGK Vanguard Mega Cap Growth | $14.4M | 10.3% | 156K | −3,922 (−2%) | 4 of 4 | |
| 2 |  VIG Vanguard Dividend Appreciation ETF | $12.8M | 9.1% | 55K | −818 (−1%) | 4 of 4 | |
| 3 |  SPDW Spdr Developed | $9.1M | 6.4% | 181K | +13K (+8%) | 4 of 4 | |
| 4 |  VYM Vanguard Whitehall Fds | $8.3M | 5.9% | 53K | +964 (+2%) | 4 of 4 | |
| 5 |  JPST J P Morgan Exchange Traded F | $8.2M | 5.8% | 163K | +38K (+31%) | 4 of 4 | |
| 6 |  QUAL Ishares TR | $4.8M | 3.4% | 22K | +847 (+4%) | 4 of 4 | |
| 7 |  BIL ST Stert Spdr Blmbg 1 3 | $4.3M | 3.1% | 47K | +15K (+46%) | 4 of 4 | |
| 8 |  VEA Vanguard Tax-Managed Fds | $3.8M | 2.7% | 54K | +3,353 (+7%) | 4 of 4 | |
| 9 |  BOXX EA Series Trust | $3.2M | 2.3% | 27K | +6,681 (+32%) | 4 of 4 | |
| 10 |  VOOG Vanguard Admiral Fds Inc | $3.2M | 2.3% | 37K | −465 (−1%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR/A Amendment | Q3 2026 | SEC filing ↗ |
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →Sherman Wealth Management 13F FAQ
What does Sherman Wealth Management own?
Sherman Wealth Management reported 84 stocks worth $141M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are MGK (10.3%), VIG (9.1%) and SPDW (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did Sherman Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 41 added to, 22 trimmed and 5 sold out. New positions include TROW, CGGR and XOM. It sold all of XOM, NOBL and WDC.
When will Sherman Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sherman Wealth Management's portfolio worth?
The Q3 2026 filing reports $141M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.