2026 Q1 Portfolio Activity
In 2026 Q1, Sherwood Financial Partners, LLC maintained a portfolio of 8 distinct positions.
Position History
hover any row below to update
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Total Positions
8
Quarter
2026 Q1
Top Holding
BND (32.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Sherwood Financial Partners, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BND
VANGUARD BD IND...
|
ETF | 32.68% | 31.41% |
#1
1
Prev: #2
|
6.5 |
—
|
9,972 | 2.0% |
P
S
|
501,939 | $36,962,788 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 31.12% | 32.57% |
#2
1
Prev: #1
|
6.0 |
—
|
-31,663 | -2.3% |
P
S
|
1,372,684 | $35,195,618 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 15.09% | 14.91% |
#3
Prev: #3
|
5.5 |
—
|
-29,963 | -4.2% |
P
S
|
689,634 | $17,068,442 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 13.57% | 13.42% |
#4
Prev: #4
|
5.0 |
—
|
-22,325 | -4.3% |
P
S
|
495,543 | $15,342,011 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 6.25% | 6.31% |
#5
Prev: #5
|
3.5 |
—
|
-8,992 | -4.0% |
P
S
|
214,685 | $7,073,871 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.88% | 0.94% |
#6
Prev: #6
|
0.9 |
—
|
-78 | -4.5% |
P
S
|
1,658 | $990,738 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.21% | 0.22% |
#7
Prev: #7
|
1.1 |
—
|
no change | no change |
P
S
|
1,389 | $242,242 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
APPLE INC
|
Technology | 0.20% | 0.21% |
#8
Prev: #8
|
1.1 |
—
|
no change | no change |
P
S
|
883 | $224,097 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-8 of 8 holdings