13F Filings History of Sherman Wealth Management LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$115,134,043
Signature - Title
Aryn Sands - Agent
Location
Gaithersburg, MD
Summary
This page shows a list of all the recent 13F filings made by Sherman Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sherman Wealth Management LLC reported 77 stock holdings with total value $115,134,043 as of Q4 2025. Top holdings included MGK, VIG, VYM, SPDW, and JPST.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 77 $115,134,043 $0 $0 $0 MGK, VIG, VYM, SPDW, JPST Restatement 14 Jan 2026, 17:33