Sherwood Financial Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Sherwood Financial Partners, LLC reported 8 stock positions worth $124.2 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 32.4% of the portfolio, followed by Vanguard Total Bond Market (BND, 29.9%) and Schwab Intl Equity ETF (SCHF, 15.4%). Compared with Q1 2026, it added to 3 and reduced 3. The biggest buy was Schwab Intl Equity ETF (SCHF, shares +0%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- WESTLAKE VILLAGE, CA
- CIK
- 0002056427
- Portfolio Value
- $124.2M (Q2 2026)
- SEC Filing
- 0002056427-26-000003 ↗ filed Aug 13, 2026
Holdings Value
Holdings 8 stocks · $124.2M
| SCHX Schwab US Large-Cap ETF | 32.44% | 1,369,520 | $40.3M | Reduce -0.2% |
| BND Vanguard Total Bond Market | 29.90% | 505,910 | $37.1M | Add +0.8% |
| SCHF Schwab Intl Equity ETF | 15.40% | 690,596 | $19.1M | Add +0.1% |
| SCHM Schwab US Mid Cap ETF | 14.66% | 493,878 | $18.2M | Reduce -0.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 6.30% | 215,853 | $7.8M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 0.87% | 1,582 | $1.1M | Reduce -4.6% |
| NVDA Nvidia Corp. | 0.22% | 1,389 | $278K | No change |
| AAPL Apple Inc. | 0.21% | 883 | $256K | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $124.2M | SCHX, BND, SCHF, SCHM, SCHE |
| Q1 2026 | 8 | $113.1M | BND, SCHX, SCHF, SCHM, SCHE |
| Q4 2025 | 8 | $116.0M | SCHX, BND, SCHF, SCHM, SCHE |
| Q3 2025 | 9 | $114.6M | SCHX, BND, SCHF, SCHM, SCHE |
| Q2 2025 | 8 | $109.1M | SCHX, BND, SCHF, SCHM, SCHE |
| Q1 2025 | 8 | $103.0M | BND, SCHX, SCHF, SCHM, SCHE |
| Q4 2024 | 7 | $100.8M | SCHX, BND, SCHF, SCHM, SCHE |