DOSSIER · 13F-HR · Q1 2026

Sherman Asset Management, Inc.

$109M in tracked AUM across 154 positions as of Q1 2026.

SA
CIK 0001736535 · last filed Mar 31, 2026
Total AUM
$109M
as of Q1 2026
Holdings
154
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Sherman Asset Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500 ETF
$21M33K19.7%
02
VTI
VANGUARD TOTAL STOCK MARKET ETF
$12M38K11.3%
03
IJR
ISHARES CORE S&P SMALL CAP ETF
$9M69K7.8%
04
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
$8M57K6.9%
05
GOOGL
ALPHABET INC CAP STK CL A
$5M17K4.6%
06
BND
VANGUARD TOTAL BOND MARKET ETF
$4M53K3.6%
07
AAPL
APPLE INC COM
$4M14K3.2%
08
META
META PLATFORMS INC CL A
$3M5K2.5%
09
MSFT
MICROSOFT CORP COM
$2M7K2.3%
10
IJH
ISHARES CORE S&P MID-CAP ETF
$2M36K2.2%

Filing history

2026Q1Mar 31
$109M 8.0%
154 positionsView →
2025Q4Dec 31
$118M 1.9%
144 positionsView →
2025Q3Sep 30
$116M 2.8%
143 positionsView →
2025Q2Jun 30
$113M 7.7%
146 positionsLocked
2025Q1Mar 31
$105M 4.2%
152 positionsLocked
2024Q4Dec 31
$109M
177 positionsLocked