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Sherwood Financial Partners, LLC

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13F filer, CIK 2056427, WESTLAKE VILLAGE, CA

Sherwood Financial Partners, LLC reported $124,229,411 across 8 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002056427-26-000003

Period
2026-06-30
Reported value
$124M
Holdings
8
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+3,971$292K
SCHEadded+1,168$42.4K
SCHFadded+962$26.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHXreduced-3,164-$93.1K
SCHMreduced-1,665-$61.4K
VOOreduced-76-$52.2K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002056427-26-000003, largest first. % of portfolio is the value over $124,229,411, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,439,364 shares; 2025Q1: 1,460,201 shares; 2025Q2: 1,434,888 shares; 2025Q3: 1,422,584 shares; 2025Q4: 1,404,347 shares; 2026Q1: 1,372,684 shares; 2026Q2: 1,369,520 shares 1,369,520$40.3M32.44%-3,164Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 451,334 shares; 2025Q1: 464,246 shares; 2025Q2: 475,898 shares; 2025Q3: 479,977 shares; 2025Q4: 491,967 shares; 2026Q1: 501,939 shares; 2026Q2: 505,910 shares 505,910$37.1M29.9%+3,971Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 763,625 shares; 2025Q1: 770,312 shares; 2025Q2: 728,325 shares; 2025Q3: 721,600 shares; 2025Q4: 719,597 shares; 2026Q1: 689,634 shares; 2026Q2: 690,596 shares 690,596$19.1M15.4%+962Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 501,581 shares; 2025Q1: 510,035 shares; 2025Q2: 520,046 shares; 2025Q3: 517,031 shares; 2025Q4: 517,868 shares; 2026Q1: 495,543 shares; 2026Q2: 493,878 shares 493,878$18.2M14.66%-1,665Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 232,135 shares; 2025Q1: 234,715 shares; 2025Q2: 226,464 shares; 2025Q3: 224,250 shares; 2025Q4: 223,677 shares; 2026Q1: 214,685 shares; 2026Q2: 215,853 shares 215,853$7.83M6.3%+1,168Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,916 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,736 shares; 2026Q1: 1,658 shares; 2026Q2: 1,582 shares 1,582$1.09M0.87%-76Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,389 shares; 2026Q2: 1,389 shares 1,389$278K0.22%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 999 shares; 2025Q1: 918 shares; 2025Q2: not reported; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 883 shares; 2026Q2: 883 shares 883$256K0.21%0Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002056427-26-000003 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002056427-26-000003 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0002056427-26-000002 Quarter ended 2026-03-312026-05-11acceptance time not in the bulk data set
13F-HR 0002056427-26-000001 Quarter ended 2025-12-312026-02-18acceptance time not in the bulk data set
13F-HR 0002056427-25-000005 Quarter ended 2025-09-302025-10-30acceptance time not in the bulk data set
13F-HR 0002056427-25-000004 Quarter ended 2025-06-302025-08-12acceptance time not in the bulk data set
13F-HR 0002056427-25-000002 Quarter ended 2025-03-312025-05-13acceptance time not in the bulk data set
13F-HR 0002056427-25-000001 Quarter ended 2024-12-312025-02-18acceptance time not in the bulk data set