Institutional Fund
Sherwood Financial Partners, LLC
Westlake Village, CACIK 20564275 filings on record
Portfolio Value
$113.10M
Q1 2026
Holdings
8
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-2.5%
from $116.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds32.7%
- Schwab Strategic Tr31.1%
- Schwab Strategic Tr15.1%
- Schwab Strategic Tr13.6%
- Schwab Strategic Tr6.3%
- Vanguard Index Fds0.9%
Portfolio Holdings
8 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 501.9K | $36.96M | 32.7% | +10.0K | Added |
| 2 | Schwab Strategic Tr | 1.37M | $35.20M | 31.1% | −31.7K | Reduced |
| 3 | Schwab Strategic Tr | 689.6K | $17.07M | 15.1% | −30.0K | Reduced |
| 4 | Schwab Strategic Tr | 495.5K | $15.34M | 13.6% | −22.3K | Reduced |
| 5 | Schwab Strategic Tr | 214.7K | $7.07M | 6.3% | −9.0K | Reduced |
| 6 | Vanguard Index Fds | 1.7K | $990.7K | 0.9% | −78 | Reduced |
| 7 | Nvidia Corporation | 1.4K | $242.2K | 0.2% | 0 | Held |
| 8 | Apple Inc | 883 | $224.1K | 0.2% | 0 | Held |