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CIK: 0002056427
Total reported value
$124.2M
$124.2M
8 檔
92.1%
At the close of Q4 2025, Sherwood Financial Partners, LLC disclosed equity holdings valued at approximately $124.2M, spread across 8 reported holdings.
In Q4 2025, Sherwood Financial Partners, LLC adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 32.57% | +1.32% | -1.28% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 31.41% | -2.78% | +2.50% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 14.91% | +0.31% | -0.28% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 13.42% | +1.10% | +0.16% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 6.31% | +0.05% | -0.26% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | -0.01% | -9.68% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.01% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.21% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +0.3% | +2.50% | Add |
| 2 | SCHF | Schwab Intl Equity ETF | +0.3% | -0.28% | Trim |
| 3 | SCHM | Schwab US Mid Cap ETF | +0.1% | +0.16% | Add |
| 4 | AAPL | Apple Inc | 0% | — | Unchanged |
| 5 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 6 | VOO | Vanguard S&p 500 ETF | -0.1% | -9.68% | Trim |
| 7 | SCHX | Schwab US Large-cap ETF | -0.1% | -1.28% | Trim |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.2% | -0.26% | Trim |
| 9 | MSFT | Microsoft CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Sherwood Financial Partners, LLC reported a total U.S. public equity portfolio value of $124.2M across 8 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, BND, SCHF) accounted for 92.1% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
MSFT
前期市值: $212.9K
During Q4 2025, Sherwood Financial Partners, LLC's top holdings by market value included SCHX (32.6%)、BND (31.4%)、SCHF (14.9%). The largest single position, SCHX, represented 32.6% of total portfolio value.
In Q4 2025, Sherwood Financial Partners, LLC made 7 total portfolio adjustments, initiating 0 new buys, adding to 2 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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