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Sherwood Financial Partners, LLC

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13F filer, CIK 2056427, WESTLAKE VILLAGE, CA

Sherwood Financial Partners, LLC reported $113,099,807 across 8 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002056427-26-000002

Period
2026-03-31
Reported value
$113M
Holdings
8
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+9,972$734K

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-31,663-$812K
SCHFreduced-29,963-$742K
SCHMreduced-22,325-$691K
SCHEreduced-8,992-$296K
VOOreduced-78-$46.6K

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.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002056427-26-000002, largest first. % of portfolio is the value over $113,099,807, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 501,939$37M32.68%+9,972Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,372,684$35.2M31.12%-31,663Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 689,634$17.1M15.09%-29,963Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 495,543$15.3M13.57%-22,325Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 214,685$7.07M6.25%-8,992Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,658$991K0.88%-78Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,389$242K0.21%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 999 shares; 2025Q1: 918 shares; 2025Q2: not reported; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 883 shares 883$224K0.2%0Timeline

How Q1 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 0002056427-26-000002 base2026-05-11acceptance time not in the bulk data set