DOSSIER · 13F-HR · Q3 2026

Sherry Group, Inc.

$107M in tracked AUM across 53 positions as of Q3 2026.

SG
CIK 0002107738 · last filed Sep 30, 2026
Total AUM
$107M
as of Q3 2026
Holdings
53
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Sherry Group, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORP
$21M94K20.1%
02
ICSH
ISHARES TR ULTRA SHORT DUR
$11M225K10.6%
03
VV
VANGUARD LARGE-CAP INDEX FUND
$9M26K8.6%
04
TSLA
TESLA INC COM
$4M12K4.1%
05
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
$4M59K3.9%
06
NJUN
INNOVATOR ETFS TRUST INNOVATOR GW 100
$4M121K3.8%
07
PJUN
INNOVATOR S&P 500 POWER BUFFER-JUNE
$3M74K3.1%
08
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE OWN
$3M60K2.7%
09
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$3M39K2.6%
10
EQL
ALPS EQUAL SECTOR WEIGHT ETF
$3M51K2.4%

Filing history

2026Q3Sep 30
$107M▲ 4.0%
53 positionsView →
2026Q2Jun 30
$102M▲ 11.8%
53 positionsView →
2026Q1Mar 31
$92M▼ 4.0%
42 positionsView →
2025Q4Dec 31
$95M—
43 positionsView →