Q3 2025 · 13F-HR
Sherwood Financial Partners, LLCholdings as filed
Filed 2025-10-30 · accession 0002056427-25-000005
$114.6M
Reported value
9
Positions
2025-09-30
Period end
The Brief · Sherwood Financial Partners, LLC · Q3 2025
AI · grounded in 13F
Sherwood Financial Partners, LLC established a new position in SCHX valued at $37.47M. The fund also initiated new holdings in BND for $35.7M and SCHF for $16.8M. Additional new positions include SCHM at $15.32M, SCHE at $7.48M, and VOO at $1.18M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $37.5M | 32.7% | 1,422,584 | Common | SOLE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $35.7M | 31.1% | 479,977 | Common | SOLE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $16.8M | 14.7% | 721,600 | Common | SOLE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $15.3M | 13.4% | 517,031 | Common | SOLE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $7.5M | 6.53% | 224,250 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.2M | 1.03% | 1,922 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $259,160 | 0.23% | 1,389 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $224,838 | 0.20% | 883 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $212,877 | 0.19% | 411 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.