Sherwood Financial Partners

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

  • Top 5 stock holdings are BND, SCHX, SCHF, SCHM, SCHE, and represent 98.71% of Sherwood Financial Partners's stock portfolio.
  • Added to shares of these 1 stock: BND.
  • Reduced shares in these 5 stocks: SCHX, SCHF, SCHM, SCHE, VOO.
  • Sherwood Financial Partners was a net seller of stock by $-1.9M.
  • Sherwood Financial Partners has $113M in assets under management (AUM), dropping by -2.51%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 32.7 $37M +2% 502k 73.64
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 31.1 $35M -2% 1.4M 25.64
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 15.1 $17M -4% 690k 24.75
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 13.6 $15M -4% 496k 30.96
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 6.3 $7.1M -4% 215k 32.95
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $991k -4% 1.7k 597.55
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NVIDIA Corporation (NVDA) 0.2 $242k 1.4k 174.40
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Apple (AAPL) 0.2 $224k 883.00 253.79
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Past Filings by Sherwood Financial Partners

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