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Aryn Sands

Sherman Wealth Management Llc

Assets Managed
$116.41M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
2mo 4d ago
Growth Rate
1.11%(2Q avg: 0.56%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sherman Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Sherman Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 116.41M in assets, with a quarterly growth rate of 1.11% and a 2-quarter average growth rate of 0.56%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Decreased -0.77%
10.19%
$11.854M
32,262 shares@ $367.44 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 4.98%
10.02%
$11.66M
54,219 shares@ $215.06 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -2.88%
6.62%
$7.699M
51,985 shares@ $148.1 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 12.04%
6.22%
$7.234M
158,463 shares@ $45.66 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 16.86%
5.11%
$5.939M
117,357 shares@ $50.61 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 29.96%
3.64%
$4.235M
78,764 shares@ $53.78 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -7.98%
3.41%
$3.965M
20,673 shares@ $191.82 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3.09%
2.73%
$3.177M
49,581 shares@ $64.09 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Increased 61.56%
2.66%
$3.092M
26,592 shares@ $116.3 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 2.12%
2.48%
$2.88M
31,052 shares@ $92.74 avg price

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