Sherwood Financial Partners, LLC
13F Reported Value
ⓘ$113.1M
Holdings
8
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sherwood Financial Partners, LLC disclosed 8 positions worth $113.1M in its Form 13F-HR for Q1 2026. The portfolio is most concentrated in Other (99.6% of disclosed assets). All figures are sourced directly from Sherwood Financial Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2056427.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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VANGUARD BD INDEX FDS
—Quality
$37.0M501,939 shSCHWAB STRATEGIC TR
—Quality
$35.2M1,372,684 shSCHWAB STRATEGIC TR
—Quality
$17.1M689,634 shSCHWAB STRATEGIC TR
—Quality
$15.3M495,543 shSCHWAB STRATEGIC TR
—Quality
$7.1M214,685 shVANGUARD INDEX FDS
—Quality
$990.7K1,658 sh- 90.2
Quality
$242.2K1,389 sh - 76.1
Quality
$224.1K883 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD BD INDEX FDS | — | $37.0M | 501,939 |
| SCHWAB STRATEGIC TR | — | $35.2M | 1,372,684 |
| SCHWAB STRATEGIC TR | — | $17.1M | 689,634 |
| SCHWAB STRATEGIC TR | — | $15.3M | 495,543 |
| SCHWAB STRATEGIC TR | — | $7.1M | 214,685 |
| VANGUARD INDEX FDS | — | $990.7K | 1,658 |
 NVIDIA CORP$NVDA | 90.2 | $242.2K | 1,389 |
 Apple Inc.$AAPL | 76.1 | $224.1K | 883 |
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32-signal composite ranking on each of Sherwood Financial Partners, LLC's 8 positions.
Showing top 8 of 8 holdings.
Sector Allocation
Other
$112.6M
Technology
$466,339
Full Holdings — Sherwood Financial Partners, LLC (Q1 2026)
All 8 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD BD INDEX FDS | $37.0M | 32.7% | +2% | — |
| 2 | — | SCHWAB STRATEGIC TR | $35.2M | 31.1% | -2% | — |
| 3 | — | SCHWAB STRATEGIC TR | $17.1M | 15.1% | -4% | — |
| 4 | — | SCHWAB STRATEGIC TR | $15.3M | 13.6% | -4% | — |
| 5 | — | SCHWAB STRATEGIC TR | $7.1M | 6.3% | -4% | — |
| 6 | — | VANGUARD INDEX FDS | $990,738 | 0.9% | -4% | — |
| 7 | $NVDA | NVIDIA CORP | $242,242 | 0.2% | +0% | 90.2 |
| 8 | $AAPL | Apple Inc. | $224,097 | 0.2% | +0% | 76.1 |
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AI-Powered Hedge Fund Analysis: Sherwood Financial Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Sherwood Financial Partners, LLC (SEC CIK: 2056427), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Sherwood Financial Partners, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.