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SHERWOOD FINANCIAL PARTNERS, LLC 13F portfolio summary

SHERWOOD FINANCIAL PARTNERS, LLC of SHERWOOD FINANCIAL PARTNERS, LLC has 8 current stock holdings with a reported portfolio value of $113.1M. The portfolio 1 year return is +12.54%. Top holdings include BND (32.68%), SCHX (31.12%), SCHF (15.09%), SCHM (13.57%), SCHE (6.25%).

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SHERWOOD FINANCIAL PARTNERS, LLC

SHERWOOD FINANCIAL PARTNERS, LLC
Latest filing: 2026-03-31

SHERWOOD FINANCIAL PARTNERS, LLC runs SHERWOOD FINANCIAL PARTNERS, LLC and currently holds 8 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $113.10M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SHERWOOD FINANCIAL PARTNERS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SHERWOOD FINANCIAL PARTNERS, LLC's portfolio at SHERWOOD FINANCIAL PARTNERS, LLC has delivered returns of +12.54%. Their 3-year annualized return is +12.02%. Looking at the 5-year horizon, SHERWOOD FINANCIAL PARTNERS, LLC has achieved +12.02% annualized returns at SHERWOOD FINANCIAL PARTNERS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+12.54%
#0/1000
3 Year
+12.02%
#0/1000
5 Year
+12.02%
#0/1000

Portfolio Value

$113.10M

Alpha Score

10.8

#0 of 1000

Holdings

8

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change