Sherwood Financial Partners, LLC

CIK: 0002056427SEC EDGAR →

Portfolio Value

$116.0B

Holdings

8

As of

Q4 2025

New Positions

8

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SCHWAB STRATEGIC TR

1,404,347$37.8B
32.57%
2

VANGUARD BD INDEX FDS

491,967$36.4B
31.41%
3

SCHWAB STRATEGIC TR

719,597$17.3B
14.91%
4

SCHWAB STRATEGIC TR

517,868$15.6B
13.42%
5

SCHWAB STRATEGIC TR

223,677$7.3B
6.31%
6

VANGUARD INDEX FDS

1,736$1.1B
0.94%
7

NVIDIA CORPORATION

1,389$259.0M
0.22%
8

APPLE INC

883$240.0M
0.21%

Quarterly Changes

Top Buys

SCHXNEW
$37.8B
BNDNEW
$36.4B
SCHFNEW
$17.3B
SCHMNEW
$15.6B
SCHENEW
$7.3B

Top Sells

No sells this quarter

New Positions (8)

$37.8B · 1.4M shares
$36.4B · 492K shares
$17.3B · 720K shares
$15.6B · 518K shares
$7.3B · 224K shares
$1.1B · 2K shares
$259.0M · 1K shares
$240.0M · 883 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services6$115.5B99.6%
Technology2$499.0M0.4%