Sherman Wealth Management LLC
Q3 2026 13F Holdings
Location
Gaithersburg, MD
Holdings as of
9/30/2026
Value ($000)
$132,835
Num holdings
84
Date filed
10/13/2026
Form type
13F-HR
Prev filing
7/9/2026
Next filing
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q3 2026 to
2026 Q3 - RESTATEMENT
2026 Q2
2026 Q1
2025 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type