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SFP

Sherwood Financial Partners Portfolio holdings

AUM $124M
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
+10.16%
1 Year Est. Return
+16.35%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$124M
AUM Growth
+$11.1M
Cap. Flow
+$161K
Cap. Flow %
0.13%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
3
Reduced
3
Closed
–

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$291K
2
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$41.7K
3
SCHF icon
Schwab International Equity ETF
SCHF
+$25.9K

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$90.3K
2
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$57.3K
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$50.7K

Sector Composition

Rank Sector Weight
1 Technology 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
1
Schwab US Large- Cap ETF
SCHX
$73.8B
$40.3M 32.44%
1,369,520
-3,164
-0.2% -$90.3K
BND icon
2
Vanguard Total Bond Market
BND
$161B
$37.1M 29.9%
505,910
+3,971
+0.8% +$291K
SCHF icon
3
Schwab International Equity ETF
SCHF
$68.9B
$19.1M 15.4%
690,596
+962
+0.1% +$25.9K
SCHM icon
4
Schwab US Mid-Cap ETF
SCHM
$15.1B
$18.2M 14.66%
493,878
-1,665
-0.3% -$57.3K
SCHE icon
5
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$7.83M 6.3%
215,853
+1,168
+0.5% +$41.7K
VOO icon
6
Vanguard S&P 500 ETF
VOO
$1.02T
$1.09M 0.87%
1,582
-76
-5% -$50.7K
NVDA icon
7
NVIDIA
NVDA
$5.23T
$278K 0.22%
1,389
– –
AAPL icon
8
Apple
AAPL
$4.62T
$256K 0.21%
883
– –

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MFS
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PHWM
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CF
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BVP
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PFG
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CCMG
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PWM
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Sherwood Financial Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Sherwood Financial Partners held 8 positions worth $124M, up 9.8% from $113M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. Sherwood Financial Partners opened no new positions and made no exits, leaving the 8-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 0.43% of assets, up from 0.41% a quarter earlier.

  • Sherwood Financial Partners added most to Vanguard Total Bond Market in Q2 2026, an estimated $291K increase.
  • Sherwood Financial Partners's biggest Q2 2026 reduction was Schwab US Large- Cap ETF, cutting an estimated $90.3K.
  • Sherwood Financial Partners's ten largest holdings make up 100% of its $124M portfolio in Q2 2026.
  • Sherwood Financial Partners opened 0 new positions and closed 0 in Q2 2026.
  • Sherwood Financial Partners's portfolio value rose 9.8% quarter-over-quarter to $124M.

Based on Sherwood Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.