Sherwood Financial Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Sherwood Financial Partners, LLC reported 8 stock positions worth $113.1 million. Its top holding was Vanguard Total Bond Market (BND) at 32.7% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 31.1%) and Schwab Intl Equity ETF (SCHF, 15.1%). Compared with Q4 2025, it added to 1 and reduced 5. The biggest buy was Vanguard Total Bond Market (BND, shares +2%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WESTLAKE VILLAGE, CA
- CIK
- 0002056427
- Portfolio Value
- $113.1M (Q1 2026)
- SEC Filing
- 0002056427-26-000002 ↗ filed May 11, 2026
Holdings Value
Holdings 8 stocks · $113.1M
| BND Vanguard Total Bond Market | 32.68% | 501,939 | $37.0M | Add +2.0% |
| SCHX Schwab US Large-Cap ETF | 31.12% | 1,372,684 | $35.2M | Reduce -2.3% |
| SCHF Schwab Intl Equity ETF | 15.09% | 689,634 | $17.1M | Reduce -4.2% |
| SCHM Schwab US Mid Cap ETF | 13.56% | 495,543 | $15.3M | Reduce -4.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 6.25% | 214,685 | $7.1M | Reduce -4.0% |
| VOO Vanguard S&P 500 ETF | 0.88% | 1,658 | $991K | Reduce -4.5% |
| NVDA Nvidia Corp. | 0.21% | 1,389 | $242K | No change |
| AAPL Apple Inc. | 0.20% | 883 | $224K | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| BND Vanguard Total Bond Market | Add +2.0% | 32.68% | +1.27 |
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 |