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
| Rank | Stock | Shares | Value | % 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 Sells
No sells this quarter
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 6 | $115.5B | 99.6% |
| Technology | 2 | $499.0M | 0.4% |