SHERMAN PORFOLIOS, LLC

Q2 2025 13F Holdings Report, Stock Holdings

Signature - Title
Adam Weisner - Chief Executive Officer
Location
Coeur D'alene, ID
Holdings as of
30 Jun 2025
Value $
$254,053,478
Num holdings
57
Filing time
22 Dec 2025, 15:27:57 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included GLD, IYZ, IYC, IYF, and IYW.
Previous filing
Q4 2024 - 22 Dec 2025
Next filing
Q3 2025 - 22 Dec 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2024 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Adam Weisner Chief Executive Officer Coeur D'Alene, Idaho 15 Dec 2025