Sherwood Financial Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 18, 2026), Sherwood Financial Partners, LLC reported 8 stock positions worth $116.0 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 32.6% of the portfolio, followed by Vanguard Total Bond Market (BND, 31.4%) and Schwab Intl Equity ETF (SCHF, 14.9%). Compared with Q3 2025, it sold out of 1, added to 2 and reduced 4. The biggest buy was Vanguard Total Bond Market (BND, shares +3%) and the biggest sale Schwab Emrg Mrkts Eqty ETF (SCHE, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- WESTLAKE VILLAGE, CA
- CIK
- 0002056427
- Portfolio Value
- $116.0M (Q4 2025)
- SEC Filing
- 0002056427-26-000001 ↗ filed Feb 18, 2026
Holdings Value
Holdings 8 stocks · $116.0M
| SCHX Schwab US Large-Cap ETF | 32.57% | 1,404,347 | $37.8M | Reduce -1.3% |
| BND Vanguard Total Bond Market | 31.41% | 491,967 | $36.4M | Add +2.5% |
| SCHF Schwab Intl Equity ETF | 14.91% | 719,597 | $17.3M | Reduce -0.3% |
| SCHM Schwab US Mid Cap ETF | 13.42% | 517,868 | $15.6M | Add +0.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 6.31% | 223,677 | $7.3M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.94% | 1,736 | $1.1M | Reduce -9.7% |
| NVDA Nvidia Corp. | 0.22% | 1,389 | $259K | No change |
| AAPL Apple Inc. | 0.21% | 883 | $240K | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
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 |