Sherwood Financial Partners, LLC: 13F holdings
CIK 20564272026Q2
| Positions | 8 |
|---|
| Reported value | $124.2m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 8 (+0 vs prior quarter) |
|---|
| Reported value | $124.2m (+9.8%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX SCHWAB STRATEGIC TR | 1,369,520 | $40.3m | 32.4% |
| BND VANGUARD BD INDEX FDS | 505,910 | $37.1m | 29.9% |
| SCHF SCHWAB STRATEGIC TR | 690,596 | $19.1m | 15.4% |
| SCHM SCHWAB STRATEGIC TR | 493,878 | $18.2m | 14.7% |
| SCHE SCHWAB STRATEGIC TR | 215,853 | $7.8m | 6.3% |
| VOO VANGUARD INDEX FDS | 1,582 | $1.1m | 0.9% |
| NVDA NVIDIA CORPORATION | 1,389 | $277,925 | 0.2% |
| AAPL APPLE INC | 883 | $255,505 | 0.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056427")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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