Sherman Asset Management, Inc.

DOSSIER · 13F-HR · Q2 2026

Sherman Asset Management, Inc.

$129M in tracked AUM across 136 positions as of Q2 2026.

SA

CIK 0001736535 · last filed Jun 30, 2026

Total AUM

$129M

as of Q2 2026

Holdings

136

—

positions

Whale Score

58

58

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Sherman Asset Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IVV

ISHARES CORE S&P 500 ETF

$24M32K18.5%02

VTI

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

$18M50K14.3%03

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

$11M55K8.2%04

IJR

ISHARES CORE S&P SMALL CAP ETF

$10M69K7.9%05

GOOGL

ALPHABET INC CAP STK CL A

$5M14K3.9%06

BND

VANGUARD TOTAL BOND MARKET ETF

$4M56K3.2%07

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

$4M67K3.0%08

AAPL

APPLE INC COM

$4M13K2.8%09

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF