Filed: 5/11/2026ACC: 0002056427-26-000002
📋 What this filing means
SHERWOOD FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $113.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$113.10M
Total AUM (reported)
3.28M
Total Shares
Allocation by class
TOTAL BND MRKT$36.96M32.7%
US LRG CAP ETF$35.20M31.1%
INTL EQTY ETF$17.07M15.1%
US MID-CAP ETF$15.34M13.6%
EMRG MKTEQ ETF$7.07M6.3%
S&P 500 ETF SHS$990.7K0.9%
COM$466.3K0.4%
Portfolio Concentration
Top 3$89.23M78.9%
4–10$23.87M21.1%
Top 3 weight
78.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.28M
Sole
Full voting authority
3.28M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
VANGUARD BD INDEX FDS
SOLEShares501.94K
TypeSH
Market value$36.96M
32.68%
Sole
501.94K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares1.37M
TypeSH
Market value$35.20M
31.12%
Sole
1.37M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares689.63K
TypeSH
Market value$17.07M
15.09%
Sole
689.63K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares495.54K
TypeSH
Market value$15.34M
13.57%
Sole
495.54K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares214.69K
TypeSH
Market value$7.07M
6.25%
Sole
214.69K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.66K
TypeSH
Market value$990.7K
0.88%
Sole
1.66K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.39K
TypeSH
Market value$242.2K
0.21%
Sole
1.39K
Shared
0.00
None
0.00
APPLE INC
SOLEShares883.00
TypeSH
Market value$224.1K
0.20%
Sole
883.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 501.94K | SH | $36.96M 32.68% | 501.94K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.37M | SH | $35.20M 31.12% | 1.37M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 689.63K | SH | $17.07M 15.09% | 689.63K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 495.54K | SH | $15.34M 13.57% | 495.54K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 214.69K | SH | $7.07M 6.25% | 214.69K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.66K | SH | $990.7K 0.88% | 1.66K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.39K | SH | $242.2K 0.21% | 1.39K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 883.00 | SH | $224.1K 0.20% | 883.00 | 0.00 | 0.00 |