DOSSIER · 13F-HR · Q2 2026

Sherwood Financial Partners, LLC

$124M in tracked AUM across 8 positions as of Q2 2026.

SF
CIK 0002056427 · last filed Jun 30, 2026
Total AUM
$124M
as of Q2 2026
Holdings
8
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Sherwood Financial Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$40M1.4M32.4%
02
BND
VANGUARD BD INDEX FDS
$37M506K29.9%
03
SCHF
SCHWAB STRATEGIC TR
$19M691K15.4%
04
SCHM
SCHWAB STRATEGIC TR
$18M494K14.7%
05
SCHE
SCHWAB STRATEGIC TR
$8M216K6.3%
06
VOO
VANGUARD INDEX FDS
$1M2K0.9%
07
NVDA
NVIDIA CORPORATION
$278K1K0.2%
08
AAPL
APPLE INC
$256K8830.2%

Filing history

2026Q2Jun 30
$124M 9.8%
8 positionsView →
2026Q1Mar 31
$113M 2.5%
8 positionsView →
2025Q4Dec 31
$116M 44666.0%
8 positionsView →
2025Q3Sep 30
$259K 18.1%
1 positionsView →
2025Q2Jun 30
$219K
1 positionsLocked
2025Q1Mar 31
$0 100.0%
0 positionsLocked
2024Q4Dec 31
$101M
7 positionsLocked