Sherman Wealth Management LLC has filed its Form 13F-HR, disclosing its equity securities portfolio as of September 30, 2026. The filing indicates the firm holds positions in a diverse mix of individual equities and exchange-traded funds (ETFs).
The portfolio includes large-cap technology and consumer names, with positions in Advanced Micro Devices Inc., Apple Inc., Berkshire Hathaway Inc. Class B, Exxon Mobil Corp., Home Depot Inc., and Meta Platforms Inc. Class A.
Significant exposure is also maintained in the semiconductor sector, with holdings in NVIDIA Corporation and Western Digital Corp. Additionally, the filing lists positions in Roku Inc. Class A and Sandisk Corp.
A substantial portion of the portfolio consists of ETFs. Major allocations include the Vanguard World Fund Mega Growth Index, the Vanguard Specialized Funds Div App ETF, and the Vanguard Whitehall Funds High Div Yld fund. Other notable ETF holdings include the Invesco Exchange Traded Fund Trust S&P500 Quality, the iShares Inc MSCI USA Quality Factor ETF, and the SPDR Series Trust ST STR P500GRW.
