Sherman Wealth Management LLC has filed a restatement of its Form 13F-HR/A for the period ending September 30, 2026. The filing, submitted on October 15, 2026, lists the firm's equity securities holdings.
The report details a portfolio consisting of 84 individual equity securities. The largest holding in the portfolio is the SPDR Series Trust S&P 500 ETF Trust, which accounts for 180,699 shares. This is followed by the Vanguard World Fund Morningstar Mega Cap ETF, which holds 155,821 shares.
Among the individual company stocks listed, Advanced Micro Devices Inc. is the largest holding with 2,437 shares. Other notable individual stock positions include Apple Inc. with 8,647 shares, Microsoft Corporation with 4,008 shares, and NVIDIA Corporation with 11,110 shares.
The filing indicates that all positions are held as sole power. The total number of securities listed in the portfolio is 84.
