Sherman Wealth Management LLC reported 84 holdings worth US$133M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Sherman Wealth Management LLC reported 84 holdings worth US$133M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Advanced Micro Devices Inc. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 84
- Value as reported
- US$133M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 8,641 | US$2.5M | 1.9% |
| Nvidia Corporation | 8,238 | US$1.65M | 1.2% |
| Advanced Micro Devices Inc | 2,437 | US$1.42M | 1.1% |
| Alphabet Inc (google) Class C | 2,082 | US$744K | 0.56% |
| Microsoft Corp. | 1,203 | US$449K | 0.34% |
| Amazon.com, Inc. | 1,870 | US$446K | 0.34% |
| Ge Aerospace | 1,140 | US$426K | 0.32% |
| Roku, Inc. | 3,000 | US$414K | 0.31% |
| Home Depot, Inc. (the) | 1,092 | US$385K | 0.29% |
| Exxon Mobil Corporation | 2,749 | US$376K | 0.28% |
| Ge Vernova Inc. | 285 | US$335K | 0.25% |
| Berkshire Hathaway Inc. | 660 | US$330K | 0.25% |
| Sandisk Corporation | 128 | US$291K | 0.22% |
| Meta Platforms, Inc. | 503 | US$284K | 0.21% |
| Western Digital Corporation | 414 | US$265K | 0.20% |
| Royal Gold, Inc. | 0 | US$0 | 0.00% |
| Wheaton Precious Metals Corp | 0 | US$0 | 0.00% |