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 98.63% of Sherwood Financial Partners's stock portfolio.
  • Added to shares of these 2 stocks: BND, SCHM.
  • Reduced shares in these 5 stocks: SCHX, MSFT, VOO, SCHF, SCHE.
  • Sold out of its position in MSFT.
  • Sherwood Financial Partners was a net buyer of stock by $26k.
  • Sherwood Financial Partners has $116M in assets under management (AUM), dropping by 1.19%.
  • Central Index Key (CIK): 0002056427

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Portfolio Holdings for Sherwood Financial Partners

Sherwood Financial Partners holds 8 positions in its portfolio as reported in the December 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) 32.6 $38M 1.4M 26.91
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 31.4 $36M +2% 492k 74.07
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 14.9 $17M 720k 24.04
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 13.4 $16M 518k 30.07
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 6.3 $7.3M 224k 32.75
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.1M -9% 1.7k 627.13
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NVIDIA Corporation (NVDA) 0.2 $259k 1.4k 186.50
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Apple (AAPL) 0.2 $240k 883.00 271.86
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Past Filings by Sherwood Financial Partners

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