Q1 2026 · 13F-HR
Sherwood Financial Partners, LLCholdings as filed
Filed 2026-05-11 · accession 0002056427-26-000002
$113.1M
Reported value
8
Positions
2026-03-31
Period end
The Brief · Sherwood Financial Partners, LLC · Q1 2026
AI · grounded in 13F
Sherwood Financial Partners, LLC trimmed its position in VOO by 4.49%. The fund also reduced its holdings in SCHM by 4.31% and SCHF by 4.16%. Conversely, the fund accumulated more shares of BND, increasing the position by 2.03%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 921937835 | BND | VANGUARD BD INDEX FDS | $37.0M | 32.7% | 501,939 | Common | SOLE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $35.2M | 31.1% | 1,372,684 | Common | SOLE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $17.1M | 15.1% | 689,634 | Common | SOLE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $15.3M | 13.6% | 495,543 | Common | SOLE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $7.1M | 6.25% | 214,685 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $990,738 | 0.88% | 1,658 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $242,242 | 0.21% | 1,389 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $224,097 | 0.20% | 883 | 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.