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DOSSIER · 13F-HR · Q2 2026

Sherman Wealth Management LLC

$133M in tracked AUM across 84 positions as of Q2 2026.

SW
CIK 0002096110 · last filed Jun 30, 2026
Total AUM
$133M
as of Q2 2026
Holdings
84
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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