Sherwood Financial Partners, LLC
CIK 2056427 · View on SEC EDGAR ↗
- Portfolio value
- $124.2M
- Positions
- 8
- As of
- June 30, 2026
#7,942 of 9,443 by 13F value · top 84.1%
Portfolio value QoQ: +9.8% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 5
- Effective number of positions
- 4.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.17% Est. buys $360,510 · sells $206,703
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 80.0% still held
- New positions
- 0
- Increased
- 3
- Decreased
- 3
- Closed
- 2
On this page
Sector breakdown
Technology
0.4%
Other/Unmapped
99.6%
Full portfolio 8 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $40,304,974 | 32.44% | 1,369,520 | $5,109,356 | Down ×2 | ||
| BND Vanguard Total Bond Market ETF | $37,138,853 | 29.90% | 505,910 | $176,065 | Up ×2 | ||
| SCHF | $19,129,509 | 15.40% | 690,596 | $2,061,067 | Up ×1 | ||
| SCHM | $18,209,282 | 14.66% | 493,878 | $2,867,271 | Down ×2 | ||
| SCHE | $7,826,830 | 6.30% | 215,853 | $752,959 | Up ×1 | ||
| VOO | $1,086,533 | 0.87% | 1,582 | $95,795 | Down ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $277,925 | 0.22% | 1,389 | $35,683 | |||
| AAPL Apple Inc. - Common Stock | $255,505 | 0.21% | 883 | $31,408 | |||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SCHZ | June 30, 2025 | 18,723 | $433,625 | No longer tracked |
| AAPL | June 30, 2025 | 918 | $203,915 | 50.2% |