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Manager record

Sherman Wealth Management LLC

Gaithersburg, MD · CIK 2096110 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$273.61MReported 13F valueQ3 2026 · as filed
168Holdings listed
+106.0%vs prior quartervalue change includes market moves
4Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q4 2025 to Q3 2026Q4 2025: $115.1M$115.1MQ4 202577 holdingsQ1 2026: $116.4M$116.4MQ1 202680 holdingsQ2 2026: $132.8M$132.8MQ2 202684 holdingsQ3 2026: $273.6M$273.6MQ3 2026168 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR/A · period Q3 2026

$140.77M · 84 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 13 2026 13F-HR · period Q3 2026

$132.84M · 84 holdings listed · View original SEC filing ↗
Jul 09 2026 13F-HR · period Q2 2026

$132.84M · 84 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$116.41M · 80 holdings listed · View original SEC filing ↗
Jan 15 2026 13F-HR/A · period Q4 2025

$115.13M · 77 holdings listed · amendment (restatement) · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$100.06M · 66 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology