Long-term investor
Sherman Wealth Management LLC @shermanwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002096110).
Record
- Tracked since 2025-12-31 (270 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +974.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921910816 · 10.6% · long · since 2025-12-31
- 921908844 · 9.9% · long · since 2025-12-31
- 78463X889 · 6.4% · long · since 2025-12-31
- 921946406 · 6.2% · long · since 2025-12-31
- 46641Q837 · 4.7% · long · since 2025-12-31
- 46654Q716 · 3.5% · long · since 2025-12-31
- 46432F339 · 3.4% · long · since 2025-12-31
- 921943858 · 2.7% · long · since 2025-12-31
- 921932505 · 2.3% · long · since 2025-12-31
- 78468R663 · 2.2% · long · since 2025-12-31
- 46429B697 · 2.1% · long · since 2025-12-31
- 74347X831 · 1.9% · long · since 2026-03-31