Sherwood Financial Partners, LLC 13F Holdings · Q2 2026
Sherwood Financial Partners, LLC reported 8 securities worth $124.23M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHX (32.44%), BND (29.90%), SCHF (15.40%). Among its top 25 positions this quarter: 3 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $40.3M | 32.44% | 1.4M | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $37.1M | 29.90% | 505,910 | Added |
| 3 | SCHF | SCHWAB STRATEGIC TR | $19.1M | 15.40% | 690,596 | Added |
| 4 | SCHM | SCHWAB STRATEGIC TR | $18.2M | 14.66% | 493,878 | Trimmed |
| 5 | SCHE | SCHWAB STRATEGIC TR | $7.8M | 6.30% | 215,853 | Added |
| 6 | VOO | VANGUARD INDEX FDS | $1.1M | 0.87% | 1,582 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $277,925 | 0.22% | 1,389 | Hold |
| 8 | AAPL | APPLE INC | $255,505 | 0.21% | 883 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR