Sherman Wealth Management LLC
All 13F Filings
- Location
- Gaithersburg, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 140,774
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 84 | 140,774 | 13F-HR/A - RESTATEMENT | Sherman Wealth Management LLC |
| Q3 2026 | 10/13/2026 | 84 | 132,835 | 13F-HR | Sherman Wealth Management LLC |
| Q2 2026 | 7/9/2026 | 84 | 132,835 | 13F-HR | Sherman Wealth Management LLC |
| Q1 2026 | 4/13/2026 | 80 | 116,410 | 13F-HR | Sherman Wealth Management LLC |
| Q4 2025 | 1/15/2026 | 77 | 115,134 | 13F-HR/A - RESTATEMENT | Sherman Wealth Management LLC |
| Q4 2025 | 1/14/2026 | 66 | 100,056 | 13F-HR | Sherman Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.06 K | 16.4% | 4.871 K | 0 | 4.871 K |
| ETFs | 114.7 K | 81.5% | 4.73 K | 0 | 4.73 K |
| Debt | 2.976 K | 2.1% | 0 | 1.666 K | -1.666 K |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
140,774
Holdings
84
QoQ value change ($000)
7,939
(6.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.