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Adam Weisner

Sherman Porfolios, Llc

Assets Managed
$1.304B
Holdings
98
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
-11.13%(2Q avg: 206.37%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sherman Porfolios, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 98 positions.

Assets under management

The assets under management (AUM) of Sherman Porfolios, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.304B in assets, with a quarterly growth rate of -11.13% and a 2-quarter average growth rate of 206.37%. The portfolio is managed by Adam Weisner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IJS
Ishares S&p Small-cap 600 Va
Recent Activity
New Position
17.64%
$229.848M
1.94M shares@ $118.45 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 10822.63%
17.52%
$228.326M
920,668 shares@ $248.0 avg price
IJK
Ishares S&p Mid-cap 400 Grow
Recent Activity
New Position
17.42%
$227.03M
2.256M shares@ $100.62 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 225.96%
7.22%
$94.127M
218,753 shares@ $430.29 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 15%
3.02%
$39.313M
509,371 shares@ $77.18 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Increased 316.66%
2.81%
$36.569M
596,939 shares@ $61.27 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 14.87%
2.69%
$35.015M
1.366M shares@ $25.65 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 186.21%
2.52%
$32.802M
445,436 shares@ $73.64 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 9.78%
2.26%
$29.371M
1.187M shares@ $24.75 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -41.88%
1.61%
$20.968M
32,242 shares@ $650.34 avg price

1-10 of 98