Sherman Wealth Management Llc Q2 2026 Portfolio Activity Analysis
Sherman Wealth Management Llc's portfolio saw substantial activity in Q2 2026, marked by significant increases in Vanguard World Fund (MGK) and Vanguard Admiral Funds (VOOG), alongside notable decreases in holdings like BOXX.
In the second quarter of 2026, Sherman Wealth Management Llc demonstrated active portfolio management through substantial changes to its holdings. The firm's largest purchase during this period was concentrated in Vanguard World Fund (MGK), evidenced by a remarkable increase of 127,481 shares and a corresponding change percentage of 395.14%. This significant allocation shift suggests strong confidence in global market exposure or specific international opportunities.
Alongside the massive inflow into MGK, Sherman Wealth Management Llc also significantly boosted its position in Vanguard Admiral Funds (VOOG). The fund saw an increase of 31,562 shares and a change percentage of nearly 509.39%, indicating substantial capital inflows into this specific category of Vanguard funds.
Furthermore, the firm continued to hold onto several other positions with notable increases or stable allocations during Q2. The SPDR Index Shares Fund (SPTW), tracking major indices like SPY and VOO, increased by 9,414 shares (5.94%). Similarly, holdings in J P Morgan Exchange Traded Funds such as JBND and JPST, along with Vanguard Specialized Fund (VIG), showed modest but positive growth, adding to the overall expansion of their ETF portfolio.
In contrast to these inflows, Sherman Wealth Management Llc also divested from certain holdings during Q2 2026. The most significant reduction occurred in EA Series Trust (BOXX), where the total shares decreased by a substantial -6,013 and change percentage of -22.61%. This indicates a deliberate shift away from this specific trust.
Additionally, there were smaller decreases in other ETFs during Q2 2026. The iShares Core S&P Small Cap UCITS (USMV) saw a reduction of -7.84% (-2,434 shares). There was also a slight decrease in the WisdomTree DGRW fund (-8.68%) and a small reduction associated with SPDR ETFs (SPEM) despite its inclusion as a top holding, though this might reflect normal turnover rather than an intentional sale.
The overall portfolio allocation remains heavily weighted towards unspecified holdings and exchange-traded funds. Sherman Wealth Management Llc's significant buying activity in Q2 2026 was primarily focused on broad market exposure (MGK) and specific Vanguard fund categories (VOOG), while their selling or reducing activities were concentrated within a single trust holding (BOXX). For further details, please review the full portfolio report for Sherman Wealth Management Llc.