Sherman Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Gaithersburg, MD
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$116,410
Net value change ($000)
+1,276 (1.1%)
New positions
6
Sold out positions
3
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BOXX 1,197 63.2%
SPDW 953 15.2%
JPST 858 16.9%
BINC 598 51.3%
SPHQ 461 46.0%
AVUV 312 NEW
VIG 309 2.7%
GEV 249 NEW
RSSB 226 NEW
RGLD 210 NEW
Top Reduces (Value $000, Stocks/ETFs)
MGK -1,567 -11.7%
TQQQ -927 -41.2%
IGV -585 -65.4%
QUAL -497 -11.1%
AAPL -256 -10.0%
PEP -237 -100.0%
KO -222 -100.0%
SPLV -210 -8.2%
RSP -201 -100.0%
VOOV -177 -17.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type