Sherman Wealth Management LLC - Portfolio Stock Holdings

Sherman Wealth Management LLC disclosed 87 stock positions in a recent SEC 13F filing. $132,835,052 of stock holdings were filed, with the largest holdings including MGK, VIG, and SPDW. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $160,330,686 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.