Sherman Wealth Management LLC ETF holdings
Gaithersburg, MD
Reported $122.5M in 69 ETFs in its Form 13F for June 30, 2026.
ETF value
$122.5M
ETFs held
69
Change from prior quarter
+13.6%
With price moves
ETFs as a share of its 13F
92.2%
of $132.8M
Top 10 of 69 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| MGK | Vanguard Morningstar Mega Cap Growth ETF | $14.0M | 159,743 | +127,481 shares |
| VIG | Vanguard Dividend Appreciation ETF | $13.2M | 55,736 | +1,517 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $8.5M | 167,877 | +9,414 shares |
| VYM | Vanguard High Dividend Yield ETF | $8.3M | 52,428 | +443 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $6.3M | 124,725 | +7,368 shares |
| JBND | Jpmorgan Active Bond ETF | $4.6M | 86,766 | +8,002 shares |
| QUAL | iShares MSCI USA Quality Factor ETF | $4.5M | 20,726 | +53 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $3.6M | 50,976 | +1,395 shares |
| VOOG | Vanguard S&P 500 Growth ETF | $3.1M | 37,758 | +31,562 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $3.0M | 32,219 | +2,477 shares |
59 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002096110. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sherman Wealth Management LLC own?
Sherman Wealth Management LLC reported 69 ETF positions worth $122.5M in its Form 13F for June 30, 2026. The largest was MGK, at $14.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.