Sherwood Financial Partners, LLC Top Holdings and 13F Report (2025) About Sherwood Financial Partners, LLCInvestment ActivitySherwood Financial Partners, LLC has $109.13 million in total holdings as of June 30, 2025.Sherwood Financial Partners, LLC owns shares of 8 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 1.43% of the portfolio was purchased this quarter.About 2.23% of the portfolio was sold this quarter.This quarter, Sherwood Financial Partners, LLC has purchased 8 new stocks and bought additional shares in 3 stocks.Sherwood Financial Partners, LLC sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $35,068,663Vanguard Total Bond Market ETF $35,040,370Schwab International Equity ETF $16,095,982Schwab U.S. Mid-Cap ETF $14,587,290Schwab Emerging Markets Equity ETF $6,825,625 Largest New Holdings this Quarter 67066G104 - NVIDIA $219,448 Holding594918104 - Microsoft $204,436 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 11,652 shares (about $857.94K)Schwab U.S. Mid-Cap ETF 10,011 shares (about $280.81K)NVIDIA 1,389 shares (about $219.45K)Microsoft 411 shares (about $204.44K)Vanguard S&P 500 ETF 6 shares (about $3.41K) Largest Sales this Quarter Schwab International Equity ETF 41,987 shares (about $927.91K)Schwab US Large-Cap ETF 25,313 shares (about $618.65K)Schwab Emerging Markets Equity ETF 8,251 shares (about $248.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSherwood Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$35,068,663$618,650 ▼-1.7%1,434,88832.1%ETFBNDVanguard Total Bond Market ETF$35,040,370$857,937 ▲2.5%475,89832.1%ETFSCHFSchwab International Equity ETF$16,095,982$927,913 ▼-5.5%728,32514.7%ETFSCHMSchwab U.S. Mid-Cap ETF$14,587,290$280,809 ▲2.0%520,04613.4%ETFSCHESchwab Emerging Markets Equity ETF$6,825,625$248,685 ▼-3.5%226,4646.3%ETFVOOVanguard S&P 500 ETF$1,091,754$3,408 ▲0.3%1,9221.0%ETFNVDANVIDIA$219,448$219,448 ▲New Holding1,3890.2%Computer and TechnologyMSFTMicrosoft$204,436$204,436 ▲New Holding4110.2%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$0$433,625 ▼-100.0%00.0%ETFAAPLApple$0$203,915 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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