Q2 2026 13F · SEC CIK 2056427
Sherwood Financial Partners, LLC
Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $124.2M
- Reported positions
- 8
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $293.8M
Sherwood Financial Partners, LLC is a wealth manager that reported 8 positions worth $124.2M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Schwab Stratgc Tr (SCHX, 32.4%), Vanguard Total Bond Market ETF (BND, 29.9%), Schwab Intl Equity (SCHF, 15.4%).
Sherwood Financial Partners, LLC holdings all 8 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SCHXSchwab Stratgc Tr | 32.4% | -0.2% | $40.3M |
| BNDVanguard Total Bond Market ETF | 29.9% | +0.8% | $37.1M |
| SCHFSchwab Intl Equity | 15.4% | +0.1% | $19.1M |
| SCHMSchwab Strategic Tr | 14.7% | -0.3% | $18.2M |
| SCHESchwab Strategic Tr | 6.3% | +0.5% | $7.8M |
| VOOVanguard S&p 500 ETF | 0.9% | -4.6% | $1.1M |
| NVDANvidia Corporation Com | 0.2% | +0.0% | $278K |
| AAPLApple Inc | 0.2% | +0.0% | $256K |
What Sherwood Financial Partners, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
No position grew by more than 5%.
Reduced
No position shrank by more than 5%.
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +14.2% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $124.2M | 8 |
| Q1 2026 | $113.1M | 8 |
| Q4 2025 | $116.0M | 8 |
| Q3 2025 | $114.6M | 9 |
| Q2 2025 | $109.1M | 8 |
| Q1 2025 | $103.0M | 8 |
| Q4 2024 | $100.8M | 7 |
Questions about Sherwood Financial Partners, LLC's portfolio
What stocks does Sherwood Financial Partners, LLC own?
Sherwood Financial Partners, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 8 positions worth $124.2M. The largest are Schwab Stratgc Tr (SCHX) at 32.4%, Vanguard Total Bond Market ETF (BND) at 29.9%, Schwab Intl Equity (SCHF) at 15.4%, Schwab Strategic Tr (SCHM) at 14.7% and Schwab Strategic Tr (SCHE) at 6.3%.
What did Sherwood Financial Partners, LLC buy last quarter?
Sherwood Financial Partners, LLC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.
What did Sherwood Financial Partners, LLC sell last quarter?
Sherwood Financial Partners, LLC sold out of nothing and cut no large position by more than 5% in Q2 2026.
When is Sherwood Financial Partners, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Sherwood Financial Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Sherwood Financial Partners, LLC manage?
Sherwood Financial Partners, LLC reported $293.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $124.2M.