Sherman Wealth Management LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Gaithersburg, MD
CIK
0002096110
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
80
116,410
MGK, VIG, VYM, SPDW
13F-HR
4/13/2026
000175496026000218
Q4 2025
77
115,134
MGK, VIG, VYM, SPDW
RESTATEMENT
1/14/2026
000175496026000063
Additional filings from Sherman Wealth Management LLC that have since been restated
Q4 2025