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Sherwood Financial Partners - Q1 2026 13F Filings

SH

Sherwood Financial Partners, LLC

CIK: 0002056427
Address: California Westlake Village 2475 Townsgate Rd., Suite 210
$113.1 M
Portfolio Value
8
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/12/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. BND Vanguard Total Bond Market Etf
+$734,338.08

Top Sells

Q1 2026
1. SCHX Schwab Us Large-Cap Etf
−$811,839.33
2. SCHF Schwab International Equity Etf
−$741,584.27
3. SCHM Schwab Us Mid-Cap Etf
−$691,181.99
4. SCHE Schwab Emerging Markets Equity Etf
−$296,286.41
5. VOO Vanguard S&P 500 Etf
−$46,608.9

Asset Allocation

Stocks/ETFs
-2.51%
$113.1 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sherwood Financial Partners Q1 2026 Filing Summary

Sherwood Financial Partners, LLC filed its 13F report for Q1 2026 on May 11, 2026. The portfolio totaled 113.1 M reflecting a -2.51% change from the prior quarter, spanning 8 assets. The top 10 holdings comprised 100.0% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

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Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Sherwood Financial Partners’s Q1 2026 Filing

Sherwood Financial Partners submitted their Form 13F-HR for the Q1 2026 period on 05/11/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Sherwood Financial Partners reported a managed portfolio value of 113.1 M, consisting of 8 individual positions.

This page displays the raw filing documents. To see which stocks Sherwood Financial Partners bought or sold during Q1 2026, please visit Sherwood Financial Partners's Portfolio Analysis page.