Sherwood Financial Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$113.1M
Q ending 2026-03-31
Prior quarter
$116.0M
Q ending 2025-12-31
Change
-2.5% QoQ · +9.8% YoY
Positions
8
reported holdings
Largest positions
All 8 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Bd Index Fds | BND | Shares | $37.0M | 502K |
| Schwab Strategic Tr | SCHX | Shares | $35.2M | 1.4M |
| Schwab Strategic Tr | SCHF | Shares | $17.1M | 690K |
| Schwab Strategic Tr | SCHM | Shares | $15.3M | 496K |
| Schwab Strategic Tr | SCHE | Shares | $7.1M | 215K |
| Vanguard Index Fds | VOO | Shares | $991K | 2K |
| Nvidia Corporation | NVDA | Shares | $242K | 1K |
| Apple Inc | AAPL | Shares | $224K | 883 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.