Sherwood Financial Partners, LLC — 13F Holdings

2026 Q2  ·  8 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Sherwood Financial Partners, LLC maintained a portfolio of 8 distinct positions.
Position History hover any row below to update
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Sherwood Financial Partners, LLC AUM $124M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q2
Top Holding
SCHX (32.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SCHX
SCHWAB STRATEGI...
ETF 32.44% 31.12% #1 1
Prev: #2
6.5
—
-3,164 -0.2%
P
S
1,369,520 $40,304,974 2024 Q4 13F Filing 2026-06-30 2026-08-13
BND
VANGUARD BD IND...
ETF 29.90% 32.68% #2 1
Prev: #1
6.0
—
3,971 0.8%
P
S
505,910 $37,138,853 2024 Q4 13F Filing 2026-06-30 2026-08-13
SCHF
SCHWAB STRATEGI...
Bond/Debt 15.40% 15.09% #3
Prev: #3
5.5
—
962 0.1%
P
S
690,596 $19,129,509 2024 Q4 13F Filing 2026-06-30 2026-08-13
SCHM
SCHWAB STRATEGI...
ETF 14.66% 13.57% #4
Prev: #4
5.0
—
-1,665 -0.3%
P
S
493,878 $18,209,282 2024 Q4 13F Filing 2026-06-30 2026-08-13
SCHE
SCHWAB STRATEGI...
ETF 6.30% 6.25% #5
Prev: #5
3.5
—
1,168 0.5%
P
S
215,853 $7,826,830 2024 Q4 13F Filing 2026-06-30 2026-08-13
VOO
VANGUARD INDEX ...
ETF 0.87% 0.88% #6
Prev: #6
0.8
—
-76 -4.6%
P
S
1,582 $1,086,533 2025 Q1 13F Filing 2026-06-30 2026-08-13
NVDA
NVIDIA CORPORAT...
Technology 0.22% 0.21% #7
Prev: #7
1.1
—
no change no change
P
S
1,389 $277,925 2025 Q2 13F Filing 2026-06-30 2026-08-13
AAPL
APPLE INC
Technology 0.21% 0.20% #8
Prev: #8
1.1
—
no change no change
P
S
883 $255,505 2024 Q4 13F Filing 2026-06-30 2026-08-13
Showing 1-8 of 8 holdings

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