We are live on ! Find out more
SFP

Sherwood Financial Partners Portfolio holdings

AUM $124M
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
+5.27%
1 Year Est. Return
+16.35%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$115M
AUM Growth
+$5.51M
Cap. Flow
-$122K
Cap. Flow %
-0.11%
Top 10 Hldgs %
100%
Holding
9
New
1
Increased
1
Reduced
4
Closed
–

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$300K
2
AAPL icon
Apple
AAPL
+$199K

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$312K
2
SCHF icon
Schwab International Equity ETF
SCHF
+$152K
3
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$87.8K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$69.8K

Sector Composition

Rank Sector Weight
1 Technology 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
1
Schwab US Large- Cap ETF
SCHX
$73.9B
$37.5M 32.68%
1,422,584
-12,304
-0.9% -$312K
BND icon
2
Vanguard Total Bond Market
BND
$161B
$35.7M 31.14%
479,977
+4,079
+0.9% +$300K
SCHF icon
3
Schwab International Equity ETF
SCHF
$69B
$16.8M 14.65%
721,600
-6,725
-0.9% -$152K
SCHM icon
4
Schwab US Mid-Cap ETF
SCHM
$15.1B
$15.3M 13.37%
517,031
-3,015
-0.6% -$87.8K
SCHE icon
5
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$7.48M 6.53%
224,250
-2,214
-1% -$69.8K
VOO icon
6
Vanguard S&P 500 ETF
VOO
$1.02T
$1.18M 1.03%
1,922
– –
NVDA icon
7
NVIDIA
NVDA
$5.25T
$259K 0.23%
1,389
– –
AAPL icon
8
Apple
AAPL
$4.63T
$225K 0.2%
+883
New +$199K
MSFT icon
9
Microsoft
MSFT
$3.59T
$213K 0.19%
411
– –

Similar funds

EI
EDMP Inc Lutz, Florida $124M AUM 19.84% 1-Year Est. Return
MFS
Miller Financial Services Marshall, Michigan $124M AUM 17.62% 1-Year Est. Return
PHWM
Palatine Hill Wealth Management Birmingham, Michigan $124M AUM
CF
Concorde Financial Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
BVP
Bristlecone Value Partners Los Angeles, California $124M AUM
PFG
Prospect Financial Group Arlington, Virginia $124M AUM 23.82% 1-Year Est. Return
CCMG
Connecticut Capital Management Group Milford, Connecticut $124M AUM
PWM
Platt Wealth Management San Diego, California $124M AUM

Sherwood Financial Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Sherwood Financial Partners held 9 positions worth $115M, up 5.1% from $109M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Sherwood Financial Partners's Q3 2025 filing shows 1 new, 1 increased and 4 reduced positions. Its largest new stake was Apple: 883 shares worth $225K. The largest sale was Schwab US Large- Cap ETF, an estimated $312K.

By sector, the portfolio is most concentrated in Technology at 0.61% of assets, up from 0.39% a quarter earlier.

  • Sherwood Financial Partners's largest Q3 2025 buy was Apple: 883 shares worth $225K.
  • Sherwood Financial Partners added most to Vanguard Total Bond Market in Q3 2025, an estimated $300K increase.
  • Sherwood Financial Partners's biggest Q3 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $312K.
  • Sherwood Financial Partners's ten largest holdings make up 100% of its $115M portfolio in Q3 2025.
  • Sherwood Financial Partners opened 1 new position and closed 0 in Q3 2025.
  • Sherwood Financial Partners's portfolio value rose 5.1% quarter-over-quarter to $115M.

Based on Sherwood Financial Partners's 13F filing for Q3 2025, filed 30 Oct 2025.