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