Sherman Wealth Management LLC
Q1 2026 13F Holdings
Location
Gaithersburg, MD
Holdings as of
3/31/2026
Value ($000)
$116,410
Num holdings
80
Date filed
4/13/2026
Form type
13F-HR
Prev filing
1/14/2026
Next filing
SEC
View on sec.gov
Compare Q1 2026 to
2025 Q4 - RESTATEMENT
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type