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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
+1.18%
1 Year Est. Return
+16.35%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$116M
AUM Growth
+$1.37M
Cap. Flow
+$35.1K
Cap. Flow %
0.03%
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
2
Reduced
4
Closed
1
Avg Time Held
3.3 quarters
Top 10 Avg Time Held
3.3 quarters
Top 20 Avg Time Held
3.3 quarters

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$892K
2
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$25K

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$487K
2
MSFT icon
Microsoft
MSFT
+$213K
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$116K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$47.6K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$19.1K

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.57%
2 Technology 0.43%
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
$37.8M 32.57%
1,404,347
-18,237
-1% -$487K
2024 Q4
4 quarters
BND icon
2
Vanguard Total Bond Market
BND
$158B
$36.4M 31.41%
491,967
+11,990
+2% +$892K
2024 Q4
4 quarters
SCHF icon
3
Schwab International Equity ETF
SCHF
$68.3B
$17.3M 14.91%
719,597
-2,003
-0.3% -$47.6K
2024 Q4
4 quarters
SCHM icon
4
Schwab US Mid-Cap ETF
SCHM
$14.7B
$15.6M 13.42%
517,868
+837
+0.2% +$25K
2024 Q4
4 quarters
SCHE icon
5
Schwab Emerging Markets Equity ETF
SCHE
$13.1B
$7.33M 6.31%
223,677
-573
-0.3% -$19.1K
2024 Q4
4 quarters
VOO icon
6
Vanguard S&P 500 ETF
VOO
$1.06T
$1.09M 0.94%
1,736
-186
-10% -$116K
2025 Q1
3 quarters
NVDA icon
7
NVIDIA
NVDA
$5.77T
$259K 0.22%
1,389
– –
2025 Q2
2 quarters
AAPL icon
8
Apple
AAPL
$4.86T
$240K 0.21%
883
– –
2025 Q3
1 quarter
MSFT icon
9
Microsoft
MSFT
$3.9T
– –
-411
Closed -$213K –

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Sherwood Financial Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Sherwood Financial Partners held 9 positions worth $116M, up 1.2% from $115M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Sherwood Financial Partners's Q4 2025 filing shows 2 increased, 4 reduced and 1 closed positions. The largest sale was Schwab US Large- Cap ETF, an estimated $487K.

By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, up from 99% a quarter earlier, followed by Technology.

  • Sherwood Financial Partners added most to Vanguard Total Bond Market in Q4 2025, an estimated $892K increase.
  • Sherwood Financial Partners's biggest Q4 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $487K.
  • Sherwood Financial Partners fully exited Microsoft in Q4 2025, selling an estimated $213K.
  • Sherwood Financial Partners's ten largest holdings make up 100% of its $116M portfolio in Q4 2025.
  • Sherwood Financial Partners opened 0 new positions and closed 1 in Q4 2025.
  • Sherwood Financial Partners's portfolio value rose 1.2% quarter-over-quarter to $116M.

Based on Sherwood Financial Partners's 13F filing for Q4 2025, filed 18 Feb 2026.