§ 13F · FUND PROFILE
Sherwood Financial Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $115M (13F)Positions · 9Turnover · — · Q1Filed · May 11, 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 · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 502K | $37M | 32.7% | +2% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 1.37M | $35M | 31.1% | −2% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 690K | $17M | 15.1% | −4% |
| 4 | SCHM | SCHWAB STRATEGIC TR | 496K | $15M | 13.6% | −4% |
| 5 | SCHE | SCHWAB STRATEGIC TR | 215K | $7M | 6.3% | −4% |
| 6 | VOO | VANGUARD INDEX FDS | 2K | $991K | 0.9% | −4% |
| 7 | NVDA | NVIDIA CORPORATION | 1K | $242K | 0.2% | ±0% |
| 8 | AAPL | APPLE INC | 883 | $224K | 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 $115 million in assets. The fund runs a focused portfolio of just 9 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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