Sherwood Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, Sherwood Financial Partners, LLC held in its portfolio 8 assets valued at $116,015,598 (i.e. $116.02M).

The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($37.79M), VANGUARD BD INDEX FDS ($36.44M), and SCHWAB STRATEGIC TR ($17.30M).

The chart below shows the top 8 valuable assets, and the table below shows the top 8 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Sherwood Financial Partners, LLC Portfolio

SCHWAB STRATEGIC TR

VANGUARD BD INDEX FDS

SCHWAB STRATEGIC TR

VANGUARD INDEX FDS

NVIDIA CORPORATION

APPLE INC

Sherwood Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SCHWAB STRATEGIC TR	1404347	37790978	US LRG CAP ETF
VANGUARD BD INDEX FDS	491967	36439996	TOTAL BND MRKT
SCHWAB STRATEGIC TR	719597	17299112	INTL EQTY ETF
SCHWAB STRATEGIC TR	517868	15572291	US MID-CAP ETF
SCHWAB STRATEGIC TR	223677	7325422	EMRG MKTEQ ETF
VANGUARD INDEX FDS	1736	1088698	S&P 500 ETF SHS
NVIDIA CORPORATION	1389	259049	COM
APPLE INC	883	240052	COM