Sherwood Financial Partners, LLC
Portfolio value QoQ: +9.8% 13F does not disclose cash
Top 10 holdings weight100.00%
Top 25 holdings weight100.00%
Positions above 1%5
Effective number of positions4.1
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: 6.0 quarters Tracked Q1 2025–Q2 2026 · 80.0% still held
New positions0
Increased3
Decreased3
Closed2
Portfolio value
$124.2M
Positions
8
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 8 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $40,304,974 | 32.44% | 1,369,520 | $5,109,356 | Down ×2 | ||
| BND | $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 | $277,925 | 0.22% | 1,389 | $35,683 | |||
| AAPL | $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.