# EDGAR Filing Document

**Accession Number:** 0002096483
**File Stem:** 0001104659-26-059973
**Filing Date:** 2026-5
**Character Count:** 13364
**Document Hash:** f3e6442617294ad06a841a0dff604901
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-26-059973.hdr.sgml**: 20260513

**ACCESSION NUMBER**: 0001104659-26-059973

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260513

**DATE AS OF CHANGE**: 20260513

**EFFECTIVENESS DATE**: 20260513

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SHERMAN PORFOLIOS, LLC
- **CENTRAL INDEX KEY:** 0002096483

**ORGANIZATION NAME:**
- **EIN:** 883309446
- **STATE OF INCORPORATION:** ID
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25901
- **FILM NUMBER:** 26971692

**BUSINESS ADDRESS:**
- **STREET 1:** 2000 JOHN LOOP
- **CITY:** COEUR D'ALENE
- **STATE:** ID
- **ZIP:** 83814
- **BUSINESS PHONE:** 888-957-3438

**MAIL ADDRESS:**
- **STREET 1:** 2000 JOHN LOOP
- **CITY:** COEUR D'ALENE
- **STATE:** ID
- **ZIP:** 83814

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SHERMAN PORFOLIOS LLC<br>**Address:** 2000 JOHN LOOP<br>COEUR D'ALENE, ID 83814

**Form 13F File Number:** 028-25901

**CRD Number (if applicable):** 000322728

**SEC File Number (if applicable):** 801-126397

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Adam Weisner<br>**Title:** Chief Executive Officer<br>**Phone:** 800-634-2008

**Signature, Place, and Date of Signing:**

/s/ Adam Weisner  Coeur D'Alene, ID  05-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 98

**Form 13F Information Table Value Total:** $1303733651

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 443964 | 3057 | SH |  | SOLE |  | 0 | 0 | 3057 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 4481591 | 43650 | SH |  | SOLE |  | 0 | 0 | 43650 |
| ABBVIE INC | COM | 00287Y109 |  | 6077188 | 27942 | SH |  | SOLE |  | 0 | 0 | 27942 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3396521 | 11840 | SH |  | SOLE |  | 0 | 0 | 11840 |
| AMAZON COM INC | COM | 023135106 |  | 3203817 | 15383 | SH |  | SOLE |  | 0 | 0 | 15383 |
| AMERICAN TOWER CORP | COM | 03027X100 |  | 5014484 | 29056 | SH |  | SOLE |  | 0 | 0 | 29056 |
| AMGEN INC | COM | 031162100 |  | 6100879 | 17339 | SH |  | SOLE |  | 0 | 0 | 17339 |
| APPLE INC | COM | 037833100 |  | 6166746 | 24299 | SH |  | SOLE |  | 0 | 0 | 24299 |
| ASTRAZENECA PLC | ORD | G0593M107 |  | 6575906 | 33343 | SH |  | SOLE |  | 0 | 0 | 33343 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 4303967 | 21183 | SH |  | SOLE |  | 0 | 0 | 21183 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 5097730 | 10638 | SH |  | SOLE |  | 0 | 0 | 10638 |
| BLUEROCK PVT REAL ESTATE FD | COM | 09631P102 |  | 3785137 | 227883 | SH |  | SOLE |  | 0 | 0 | 227883 |
| BROADCOM INC | COM | 11135F101 |  | 5593567 | 18072 | SH |  | SOLE |  | 0 | 0 | 18072 |
| CHEVRON CORPORATION | COM | 166764100 |  | 6868621 | 33198 | SH |  | SOLE |  | 0 | 0 | 33198 |
| CION INVT CORP | COM | 17259U204 |  | 978953 | 143122 | SH |  | SOLE |  | 0 | 0 | 143122 |
| CITIGROUP INC | COM NEW | 172967424 |  | 6175616 | 54454 | SH |  | SOLE |  | 0 | 0 | 54454 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 10648689 | 80672 | SH |  | SOLE |  | 0 | 0 | 80672 |
| CURTISS WRIGHT CORP | COM | 231561101 |  | 272448 | 400 | SH |  | SOLE |  | 0 | 0 | 400 |
| DEXCOM INC | COM | 252131107 |  | 3403383 | 54194 | SH |  | SOLE |  | 0 | 0 | 54194 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 6039138 | 84903 | SH |  | SOLE |  | 0 | 0 | 84903 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 5709329 | 43603 | SH |  | SOLE |  | 0 | 0 | 43603 |
| EDISON INTL | COM | 281020107 |  | 276895 | 3784 | SH |  | SOLE |  | 0 | 0 | 3784 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 3891285 | 13292 | SH |  | SOLE |  | 0 | 0 | 13292 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 |  | 327912 | 7349 | SH |  | SOLE |  | 0 | 0 | 7349 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 10035546 | 59151 | SH |  | SOLE |  | 0 | 0 | 59151 |
| FRANCO NEV CORP | COM | 351858105 |  | 282378 | 1143 | SH |  | SOLE |  | 0 | 0 | 1143 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 3331946 | 9708 | SH |  | SOLE |  | 0 | 0 | 9708 |
| GENUINE PARTS CO | COM | 372460105 |  | 4458298 | 42159 | SH |  | SOLE |  | 0 | 0 | 42159 |
| INTERNATIONAL PAPER CO | COM | 460146103 |  | 4598202 | 128801 | SH |  | SOLE |  | 0 | 0 | 128801 |
| INTUIT | COM | 461202103 |  | 3003398 | 6946 | SH |  | SOLE |  | 0 | 0 | 6946 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 209985 | 2871 | SH |  | SOLE |  | 0 | 0 | 2871 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 3599282 | 6236 | SH |  | SOLE |  | 0 | 0 | 6236 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 3885072 | 22781 | SH |  | SOLE |  | 0 | 0 | 22781 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 377237 | 4279 | SH |  | SOLE |  | 0 | 0 | 4279 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 227030415 | 2256315 | SH |  | SOLE |  | 0 | 0 | 2256315 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 229848316 | 1940467 | SH |  | SOLE |  | 0 | 0 | 1940467 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 3248402 | 28719 | SH |  | SOLE |  | 0 | 0 | 28719 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 228325664 | 920668 | SH |  | SOLE |  | 0 | 0 | 920668 |
| ISHARES TR | U.S. BAS MTL ETF | 464287838 |  | 895002 | 5088 | SH |  | SOLE |  | 0 | 0 | 5088 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 287919 | 1587 | SH |  | SOLE |  | 0 | 0 | 1587 |
| ISHARES TR | US TELECOM ETF | 464287713 |  | 544059 | 13837 | SH |  | SOLE |  | 0 | 0 | 13837 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 15138979 | 158623 | SH |  | SOLE |  | 0 | 0 | 158623 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 1376116 | 12626 | SH |  | SOLE |  | 0 | 0 | 12626 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 3582755 | 63088 | SH |  | SOLE |  | 0 | 0 | 63088 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 1381890 | 17369 | SH |  | SOLE |  | 0 | 0 | 17369 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 5709829 | 108634 | SH |  | SOLE |  | 0 | 0 | 108634 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 1131842 | 11244 | SH |  | SOLE |  | 0 | 0 | 11244 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 6035505 | 20518 | SH |  | SOLE |  | 0 | 0 | 20518 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 5098780 | 52854 | SH |  | SOLE |  | 0 | 0 | 52854 |
| LIGHTPATH TECHNOLOGIES INC | COM CL A | 532257805 |  | 110761 | 11043 | SH |  | SOLE |  | 0 | 0 | 11043 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 331850 | 3350 | SH |  | SOLE |  | 0 | 0 | 3350 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 2878543 | 5761 | SH |  | SOLE |  | 0 | 0 | 5761 |
| MCDONALDS CORP | COM | 580135101 |  | 5311234 | 17089 | SH |  | SOLE |  | 0 | 0 | 17089 |
| MERCK  CO INC | COM | 58933Y105 |  | 6856958 | 57004 | SH |  | SOLE |  | 0 | 0 | 57004 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3646765 | 6374 | SH |  | SOLE |  | 0 | 0 | 6374 |
| METLIFE INC | COM | 59156R108 |  | 4773791 | 67503 | SH |  | SOLE |  | 0 | 0 | 67503 |
| MICROSOFT CORP | COM | 594918104 |  | 8123877 | 21946 | SH |  | SOLE |  | 0 | 0 | 21946 |
| MSC INCOME FUND INC | COM | 55374X208 |  | 171409 | 14073 | SH |  | SOLE |  | 0 | 0 | 14073 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3988354 | 22869 | SH |  | SOLE |  | 0 | 0 | 22869 |
| OMNICOM GROUP INC | COM | 681919106 |  | 5076380 | 67406 | SH |  | SOLE |  | 0 | 0 | 67406 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1796026 | 12278 | SH |  | SOLE |  | 0 | 0 | 12278 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 3539705 | 22079 | SH |  | SOLE |  | 0 | 0 | 22079 |
| PEPSICO INC | COM | 713448108 |  | 5789738 | 37283 | SH |  | SOLE |  | 0 | 0 | 37283 |
| PHILLIPS 66 | COM | 718546104 |  | 7391416 | 40572 | SH |  | SOLE |  | 0 | 0 | 40572 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 5052395 | 34979 | SH |  | SOLE |  | 0 | 0 | 34979 |
| QUALCOMM INC | COM | 747525103 |  | 7087064 | 55032 | SH |  | SOLE |  | 0 | 0 | 55032 |
| ROIVANT SCIENCES LTD | SHS | G76279101 |  | 219329 | 7918 | SH |  | SOLE |  | 0 | 0 | 7918 |
| ROYAL GOLD INC | COM | 780287108 |  | 459863 | 1807 | SH |  | SOLE |  | 0 | 0 | 1807 |
| RTX CORPORATION | COM | 75513E101 |  | 615593 | 3191 | SH |  | SOLE |  | 0 | 0 | 3191 |
| SALESFORCE INC | COM | 79466L302 |  | 3299766 | 17677 | SH |  | SOLE |  | 0 | 0 | 17677 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 6079220 | 242200 | SH |  | SOLE |  | 0 | 0 | 242200 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 29371382 | 1186723 | SH |  | SOLE |  | 0 | 0 | 1186723 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 35014918 | 1365636 | SH |  | SOLE |  | 0 | 0 | 1365636 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 5243414 | 159132 | SH |  | SOLE |  | 0 | 0 | 159132 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 2801383 | 115426 | SH |  | SOLE |  | 0 | 0 | 115426 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 923667 | 34711 | SH |  | SOLE |  | 0 | 0 | 34711 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 304925 | 9849 | SH |  | SOLE |  | 0 | 0 | 9849 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 6511585 | 212242 | SH |  | SOLE |  | 0 | 0 | 212242 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 36568509 | 596939 | SH |  | SOLE |  | 0 | 0 | 596939 |
| SELECT SECTOR SPDR TR | STATE STREET REA | 81369Y860 |  | 4343314 | 106376 | SH |  | SOLE |  | 0 | 0 | 106376 |
| SLB LIMITED | COM STK | 806857108 |  | 357983 | 6966 | SH |  | SOLE |  | 0 | 0 | 6966 |
| SOUTHERN CO | COM | 842587107 |  | 5671828 | 58763 | SH |  | SOLE |  | 0 | 0 | 58763 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 94127228 | 218753 | SH |  | SOLE |  | 0 | 0 | 218753 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A847 |  | 5835065 | 98532 | SH |  | SOLE |  | 0 | 0 | 98532 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 232819 | 2541 | SH |  | SOLE |  | 0 | 0 | 2541 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 20968163 | 32242 | SH |  | SOLE |  | 0 | 0 | 32242 |
| SURF AIR MOBILITY INC | COM NEW | 868927203 |  | 34890 | 30339 | SH |  | SOLE |  | 0 | 0 | 30339 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 4763743 | 14096 | SH |  | SOLE |  | 0 | 0 | 14096 |
| TESLA INC | COM | 88160R101 |  | 565432 | 1521 | SH |  | SOLE |  | 0 | 0 | 1521 |
| TEXAS INSTRS INC | COM | 882508104 |  | 5543411 | 28554 | SH |  | SOLE |  | 0 | 0 | 28554 |
| UNILEVER PLC | SPON ADR NEW | 904767803 |  | 4535325 | 79609 | SH |  | SOLE |  | 0 | 0 | 79609 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 39313249 | 509371 | SH |  | SOLE |  | 0 | 0 | 509371 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 32801894 | 445436 | SH |  | SOLE |  | 0 | 0 | 445436 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 796610 | 2483 | SH |  | SOLE |  | 0 | 0 | 2483 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 3417114 | 19453 | SH |  | SOLE |  | 0 | 0 | 19453 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 6591855 | 131312 | SH |  | SOLE |  | 0 | 0 | 131312 |
| WALMART INC | COM | 931142103 |  | 586348 | 4718 | SH |  | SOLE |  | 0 | 0 | 4718 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 5656977 | 24618 | SH |  | SOLE |  | 0 | 0 | 24618 |

---