Sherwood Financial Partners, LLC — 13F holdings

Sherwood Financial Partners, LLC reported 8 holdings worth $124M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. SCHX SCHWAB STRATEGIC TR — $40.3M (32.4%)
  2. BND VANGUARD BD INDEX FDS — $37.1M (29.9%)
  3. SCHF SCHWAB STRATEGIC TR — $19.1M (15.4%)
  4. SCHM SCHWAB STRATEGIC TR — $18.2M (14.7%)
  5. SCHE SCHWAB STRATEGIC TR — $7.83M (6.3%)
  6. VOO VANGUARD INDEX FDS — $1.09M (0.9%)
  7. NVDA NVIDIA CORPORATION — $278K (0.2%)
  8. AAPL APPLE INC — $256K (0.2%)