Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $40.3M | 32.4% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $37.1M | 29.9% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $19.1M | 15.4% |
| Schwab Strategic TRUS MID-CAP ETF | US MID-CAP ETF | $18.2M | 14.7% |
| Schwab Strategic TREMRG MKTEQ ETF | EMRG MKTEQ ETF | $7.83M | 6.3% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.09M | 0.9% |
| Nvidia CorporationCOM | COM | $278K | 0.2% |
| Apple Inc.COM | COM | $256K | 0.2% |
- Class
- US LRG CAP ETF
- Share
- 32.4%
- Class
- TOTAL BND MRKT
- Share
- 29.9%
- Class
- INTL EQTY ETF
- Share
- 15.4%
- Class
- US MID-CAP ETF
- Share
- 14.7%
- Class
- EMRG MKTEQ ETF
- Share
- 6.3%
- Class
- S&P 500 ETF SHS
- Share
- 0.9%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 8 largest of 8 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2056427
- File number
- 028-25353
- Options
- 0 call, 0 put
- In the 25 largest
- 100.0%
- Prior quarter
- $113M at 31 March 2026
- Positions opened
- 0
- Positions closed
- 0
Common questions
What are Sherwood Financial Partners’ 13F holdings worth?
$124 million across 8 positions for the quarter ended 30 June 2026.
What is Sherwood Financial Partners’ largest 13F holding?
SCHWAB STRATEGIC TR (US LRG CAP ETF) was the largest position at $40.3 million, or 32.4% of reported 13F value, as of 30 June 2026.
How concentrated is Sherwood Financial Partners’ 13F portfolio?
The ten largest positions accounted for 100.0% of reported value and the twenty-five largest for 100.0%, across 8 positions as of 30 June 2026.
Does Form 13F show everything Sherwood Financial Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Sherwood Financial Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.