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 98.70% of Sherwood Financial Partners's stock portfolio.
  • Added to shares of these 3 stocks: BND, SCHE, SCHF.
  • Reduced shares in these 3 stocks: SCHX, SCHM, VOO.
  • Sherwood Financial Partners was a net buyer of stock by $154k.
  • Sherwood Financial Partners has $124M in assets under management (AUM), dropping by 9.84%.
  • 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 8 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 32.4 $40M 1.4M 29.43
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 29.9 $37M 506k 73.41
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 15.4 $19M 691k 27.70
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 14.7 $18M 494k 36.87
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 6.3 $7.8M 216k 36.26
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.1M -4% 1.6k 686.81
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NVIDIA Corporation (NVDA) 0.2 $278k 1.4k 200.09
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Apple (AAPL) 0.2 $256k 883.00 289.36
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Past Filings by Sherwood Financial Partners

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