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CIK: 0002056427
Total reported value
$124.2M
$124.2M
9 檔
90.8%
In Q3 2025, Sherwood Financial Partners, LLC's U.S. equity holdings reached a combined market value of $124.2M, distributed across 9 disclosed stock positions.
Sherwood Financial Partners, LLC executed strategic sector rebalancing during Q3 2025, establishing 2 new positions while fully exiting 1 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 32.68% | +1.32% | -0.86% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 31.14% | -2.78% | +0.86% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 14.65% | +0.31% | -0.92% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 13.37% | +1.10% | -0.58% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 6.53% | +0.05% | -0.98% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | -0.01% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.01% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.20% | +0.01% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +1.4% | -0.86% | Trim |
| 2 | SCHM | Schwab US Mid Cap ETF | +0.4% | -0.58% | Add |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.3% | -0.98% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | +0.1% | — | Add |
| 5 | AAPL | Apple Inc | — | — | Trim |
| 6 | SCHF | Schwab Intl Equity ETF | -0.1% | -0.92% | Trim |
| 7 | BND | Vanguard Total Bond Market | -2% | +0.86% | Add |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | — | EXIT | Sold out |
| 9 | NVDA | Nvidia CORP | — | NEW | New buy |
| 10 | MSFT | Microsoft CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Sherwood Financial Partners, LLC reported a total U.S. public equity portfolio value of $124.2M across 9 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, BND, SCHF) accounted for 90.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
NVDA
市值: $259.2K
Top Position Liquidated / Trimmed
SCHZ
前期市值: $433.6K
During Q3 2025, Sherwood Financial Partners, LLC's top holdings by market value included SCHX (32.7%)、BND (31.1%)、SCHF (14.7%). The largest single position, SCHX, represented 32.7% of total portfolio value.
In Q3 2025, Sherwood Financial Partners, LLC made 10 total portfolio adjustments, initiating 2 new buys, adding to 3 positions, trimming 4 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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