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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 $124.2M. The portfolio 1 year return is +15.64%. Top holdings include SCHX (32.44%), BND (29.90%), SCHF (15.40%), SCHM (14.66%), SCHE (6.30%).

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SHERWOOD FINANCIAL PARTNERS, LLC

SHERWOOD FINANCIAL PARTNERS, LLC
Latest filing: 2026-06-30

SHERWOOD FINANCIAL PARTNERS, LLC runs SHERWOOD FINANCIAL PARTNERS, LLC and currently holds 8 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $124.23M. Their top holdings are SCHX, BND, SCHF, SCHM, SCHE. The top five represent 98.7% of reported portfolio weight. SHERWOOD FINANCIAL PARTNERS, LLC ranks #922 out of 1000 investors tracked by Alpha Score. They added to 3 existing positions. They trimmed 3 positions. Their current best-performing preview position is SCHM with returns of +19.09%.

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Top 5 Holdings
SCHX32.4%
BND29.9%
SCHF15.4%
SCHM14.7%
SCHE6.3%
Top 5: 98.7%
Portfolio Returns
1 Year
+15.65%
#853/1000
3 Year
+22.89%
#923/1000
5 Year
+22.89%
#917/1000

Portfolio Value

$124.23M

Alpha Score

20.1

#922 of 1000

Holdings

8

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8 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
SCHX
SCHWAB STRATEGIC TR
32.44%$23.16$30.21+30.44%
Trimmed
-0.23%
BND
VANGUARD BD INDEX FDS
29.90%$72.11$72.23+0.17%
Added
+0.79%
SCHF
SCHWAB STRATEGIC TR
15.40%$18.52$28.46+53.64%
Added
+0.14%
SCHM
SCHWAB STRATEGIC TR
14.66%$27.70$36.15+30.49%
Trimmed
-0.34%
SCHE
SCHWAB STRATEGIC TR
6.30%$26.69$36.97+38.52%
Added
+0.54%
VOO
VANGUARD INDEX FDS
0.87%$514.08$703.77+36.90%
Trimmed
-4.58%
NVDA
NVIDIA CORPORATION
0.22%$157.99$214.76+35.93%
Held