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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
+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
–
Avg Time Held
2.1 quarters
Top 10 Avg Time Held
2.1 quarters
Top 20 Avg Time Held
2.1 quarters

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 Miscellaneous 99.39%
2 Technology 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
SCHX icon
1
Schwab US Large- Cap ETF
SCHX
$75.1B
$37.5M 32.68%
1,422,584
-12,304
-0.9% -$312K
2024 Q4
3 quarters
BND icon
2
Vanguard Total Bond Market
BND
$158B
$35.7M 31.14%
479,977
+4,079
+0.9% +$300K
2024 Q4
3 quarters
SCHF icon
3
Schwab International Equity ETF
SCHF
$68.3B
$16.8M 14.65%
721,600
-6,725
-0.9% -$152K
2024 Q4
3 quarters
SCHM icon
4
Schwab US Mid-Cap ETF
SCHM
$14.7B
$15.3M 13.37%
517,031
-3,015
-0.6% -$87.8K
2024 Q4
3 quarters
SCHE icon
5
Schwab Emerging Markets Equity ETF
SCHE
$13.1B
$7.48M 6.53%
224,250
-2,214
-1% -$69.8K
2024 Q4
3 quarters
VOO icon
6
Vanguard S&P 500 ETF
VOO
$1.06T
$1.18M 1.03%
1,922
– –
2025 Q1
2 quarters
NVDA icon
7
NVIDIA
NVDA
$5.77T
$259K 0.23%
1,389
– –
2025 Q2
1 quarter
AAPL icon
8
Apple
AAPL
$4.86T
$225K 0.2%
+883
New +$199K
2025 Q3
0 quarters
MSFT icon
9
Microsoft
MSFT
$3.9T
$213K 0.19%
411
– –
2025 Q2
1 quarter

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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 Miscellaneous at 99% of assets, down from 100% a quarter earlier, followed by Technology.

  • 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.