Sherwood Financial Partners, LLC Q4 2025 Filing
Filed February 18, 2026
Portfolio Value
$116.0M
Holdings
8
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | 1,404,347 | $37.8M | 32.57% | |
| 2 | BNDVANGUARD BD INDEX FDS | 491,967 | $36.4M | 31.41% | |
| 3 | SCHFSCHWAB STRATEGIC TR | 719,597 | $17.3M | 14.91% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 517,868 | $15.6M | 13.42% | |
| 5 | SCHESCHWAB STRATEGIC TR | 223,677 | $7.3M | 6.31% | |
| 6 | VOOVANGUARD INDEX FDS | 1,736 | $1.1M | 0.94% | |
| 7 | NVDANVIDIA CORPORATION | 1,389 | $259K | 0.22% | |
| 8 | AAPLAPPLE INC | 883 | $240K | 0.21% |