§ 13F · FUND PROFILE
Sherwood Financial Partners, LLC.
AUM · $124M (13F)Positions · 8Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 1.37M | $40M | 32.4% | ±0% |
| 2 | BND | VANGUARD BD INDEX FDS | 506K | $37M | 29.9% | +1% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 691K | $19M | 15.4% | ±0% |
| 4 | SCHM | SCHWAB STRATEGIC TR | 494K | $18M | 14.7% | ±0% |
| 5 | SCHE | SCHWAB STRATEGIC TR | 216K | $8M | 6.3% | +1% |
| 6 | VOO | VANGUARD INDEX FDS | 2K | $1M | 0.9% | −5% |
| 7 | NVDA | NVIDIA CORPORATION | 1K | $278K | 0.2% | ±0% |
| 8 | AAPL | APPLE INC | 883 | $256K | 0.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHERWOOD SIGNAL
AC read
Sherwood Financial Partners, LLC is a Other fund managing $124 million in assets. The fund runs a focused portfolio of just 8 positions.
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