§ 13F · FUND PROFILE
Sherwood Financial Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $109.1T (13F)Positions · 8Turnover · — · Q4Filed · Feb 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 1.40M | $37.8T | 32.6% | −1% |
| 2 | BND | VANGUARD BD INDEX FDS | 492K | $36.4T | 31.4% | +2% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 720K | $17.3T | 14.9% | ±0% |
| 4 | SCHM | SCHWAB STRATEGIC TR | 518K | $15.6T | 13.4% | ±0% |
| 5 | SCHE | SCHWAB STRATEGIC TR | 224K | $7.3T | 6.3% | ±0% |
| 6 | VOO | VANGUARD INDEX FDS | 2K | $1.1T | 0.9% | −10% |
| 7 | NVDA | NVIDIA CORPORATION | 1K | $259.0B | 0.2% | ±0% |
| 8 | AAPL | APPLE INC | 883 | $240.1B | 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 $109133.6 trillion in assets. The fund runs a focused portfolio of just 8 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed