StockDriftsStockDriftsTop 8 Sherwood Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 32.44% | 1.37M | $40.3M | -0.23%(-3.16K) | $22.89(+33.26%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 29.9% | 505.9K | $37.1M | +0.79%(+3.97K) | $73.52(-1.68%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 15.4% | 690.6K | $19.1M | +0.14%(+962) | $19.54(+45.43%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 14.66% | 493.9K | $18.2M | -0.34%(-1.67K) | $27.68(+31.13%) | 2026-06-30 | |
| SCHE | SCHWAB STRATEGIC TR | 6.3% | 215.9K | $7.8M | +0.54%(+1.17K) | $27.93(+32.19%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 0.87% | 1.6K | $1.1M | -4.58%(-76) | $526.40(+34.91%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 0.22% | 1.4K | $278K | +0.00%(+0) | $133.83(+67.44%) | 2026-06-30 | |
| AAPL | APPLE INC | 0.21% | 883 | $256K | +0.00%(+0) | $232.35(+30.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.87% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.95% |
Sherwood Financial Partners LLC reports $124.23M in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (32.4%), BND (29.9%) and SCHF (15.4%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +22.87% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sherwood Financial Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056427). View Sherwood Financial Partners LLC’s 13F filings on SEC