Sherwood Financial Partners, LLC
13F Reported Value
ⓘ$124.2M
Holdings
8
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Sherwood Financial Partners, LLC disclosed 8 positions worth $124.2M in its Form 13F-HR for Q2 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
13fpro.ai/research/fund/sherwood-financial-partners-llc-2056427
AUM History
13fpro.ai/research/fund/sherwood-financial-partners-llc-2056427
Top Equity Holdings by Value
13fpro.ai/research/fund/sherwood-financial-partners-llc-2056427
Quarterly Activity — Q2 2026
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SCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$40.3M1,369,520 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$37.1M505,910 shSCHWAB STRATEGIC TR - INTL EQTY ETF
—Quality
$19.1M690,596 shSCHWAB STRATEGIC TR - US MID-CAP ETF
—Quality
$18.2M493,878 shSCHWAB STRATEGIC TR - EMRG MKTEQ ETF
—Quality
$7.8M215,853 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$1.1M1,582 sh- 85.9
Quality
$277.9K1,389 sh - 76.3
Quality
$255.5K883 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $40.3M | 1,369,520 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $37.1M | 505,910 |
| SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $19.1M | 690,596 |
| SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $18.2M | 493,878 |
| SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $7.8M | 215,853 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.1M | 1,582 |
| 85.9 | $277.9K | 1,389 | |
| 76.3 | $255.5K | 883 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sherwood Financial Partners, LLC's 8 positions.
Showing top 8 of 8 holdings.
Sector Allocation
Other
$123.7M
Technology
$533,430
Full Holdings — Sherwood Financial Partners, LLC (Q2 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 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $40.3M | 32.4% | -0% | — |
| 2 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $37.1M | 29.9% | +1% | — |
| 3 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $19.1M | 15.4% | +0% | — |
| 4 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $18.2M | 14.7% | -0% | — |
| 5 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $7.8M | 6.3% | +1% | — |
| 6 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.1M | 0.9% | -5% | — |
| 7 | NVIDIA CORP | $277,925 | 0.2% | +0% | 85.9 | |
| 8 | Apple Inc. | $255,505 | 0.2% | +0% | 76.3 |
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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.