Sherwood Financial Partners, LLC

CIK 0002056427 · WESTLAKE VILLAGE, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗

Sherwood Financial Partners, LLC reported 8 positions worth $124.2M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SCHX (32.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$124.2M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SCHX	SCHWAB STRATEGIC TR	SH	$40.3M	32.44%	1,369,520	—	—
▸ 2	BND	VANGUARD BD INDEX FDS	SH	$37.1M	29.90%	505,910	—	—
▸ 3	SCHF	SCHWAB STRATEGIC TR	SH	$19.1M	15.40%	690,596	—	—
▸ 4	SCHM	SCHWAB STRATEGIC TR	SH	$18.2M	14.66%	493,878	—	—
▸ 5	SCHE	SCHWAB STRATEGIC TR	SH	$7.8M	6.30%	215,853	—	—
▸ 6	VOO	VANGUARD INDEX FDS	SH	$1.1M	0.87%	1,582	—	—
▸ 7	NVDA	NVIDIA CORPORATION	SH	$277.9K	0.22%	1,389	—	—
▸ 8	AAPL	APPLE INC	SH	$255.5K	0.21%	883	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Sherwood Financial Partners, LLC hold as of Q2 2026?

Sherwood Financial Partners, LLC reported 8 positions worth $124.2M in its Q2 2026 13F filing. Largest positions: SCHX (32.4%), BND (29.9%), SCHF (15.4%), SCHM (14.7%) and SCHE (6.3%).

What did Sherwood Financial Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Sherwood Financial Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.