Sherwood Financial Partners

Latest statistics and disclosures from Sherwood Financial Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SCHX, BND, SCHF, SCHM, SCHE, and represent 98.37% of Sherwood Financial Partners's stock portfolio.
  • Added to shares of these 2 stocks: BND, AAPL.
  • Started 1 new stock position in AAPL.
  • Reduced shares in these 4 stocks: SCHX, SCHF, SCHM, SCHE.
  • Sherwood Financial Partners was a net seller of stock by $-116k.
  • Sherwood Financial Partners has $115M in assets under management (AUM), dropping by 5.05%.
  • Central Index Key (CIK): 0002056427

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Positions held by Sherwood Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sherwood Financial Partners

Sherwood Financial Partners holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 32.7 $38M 1.4M 26.34
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 31.1 $36M 480k 74.37
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 14.7 $17M 722k 23.28
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 13.4 $15M 517k 29.64
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 6.5 $7.5M 224k 33.37
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.2M 1.9k 612.38
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NVIDIA Corporation (NVDA) 0.2 $259k 1.4k 186.58
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Apple (AAPL) 0.2 $225k NEW 883.00 254.63
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Microsoft Corporation (MSFT) 0.2 $213k 411.00 517.95
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Past Filings by Sherwood Financial Partners

SEC 13F filings are viewable for Sherwood Financial Partners going back to 2024