Sherwood Financial Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002056427

Type: FundHoldings: 8Value: $103.0MLatest: 2025Q1

Sherwood Financial Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 8 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AAPL",
  null,
  "SCHX",
  null,
  "BND",
  "VOO",
  null,
  "SCHF"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 8
Total Value: 103033080
Accession Number: 0002056427-25-000002
Form Type: 13F-HR
CIK: sherwood-financial-partners
Manager Name: Sherwood-Financial-Partners

Data Enrichment

63% identified

5 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

8 positions • $103.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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921937835

BND|921937835

Shares:464.2K

Value:$34.1M

% of Portfolio:33.1% ($34.1M/$103.0M)

808524201

SCHX|808524201

Shares:1.5M

Value:$32.2M

% of Portfolio:31.3% ($32.2M/$103.0M)

808524805

SCHF|808524805

Shares:770.3K

Value:$15.2M

% of Portfolio:14.8% ($15.2M/$103.0M)

808524508

Shares:510.0K

Value:$13.4M

% of Portfolio:13.0% ($13.4M/$103.0M)

808524706

Shares:234.7K

Value:$6.5M

% of Portfolio:6.3% ($6.5M/$103.0M)

922908363

VOO|922908363

Shares:1.9K

Value:$984.7K

% of Portfolio:1.0% ($984.7K/$103.0M)

808524839

Shares:18.7K

Value:$433.6K

% of Portfolio:0.4% ($433.6K/$103.0M)

Apple Inc.

AAPL|037833100

Shares:918

Value:$203.9K

% of Portfolio:0.2% ($203.9K/$103.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BNDcusip921937835)	464.2K	QoQ +2.86% (+12.9K) YoY-	All Managers (Combined)	$34.1M	33.1% ($34.1M/$103.0M)	QoQ +5.06% (+$1.6M) YoY-
(SCHXcusip808524201)	1.5M	QoQ +1.44% (-20.8K) YoY-	All Managers (Combined)	$32.2M	31.3% ($32.2M/$103.0M)	QoQ -3.36% (-$1.1M) YoY-
(SCHFcusip808524805)	770.3K	QoQ +0.87% (+6.7K) YoY-	All Managers (Combined)	$15.2M	14.8% ($15.2M/$103.0M)	QoQ +7.85% (+$1.1M) YoY-
(cusip808524508)✕	510.0K	QoQ +1.68% (-8.5K) YoY-	All Managers (Combined)	$13.4M	13.0% ($13.4M/$103.0M)	QoQ -3.85% (-$535.9K) YoY-
(cusip808524706)✕	234.7K	QoQ +1.11% (+2.6K) YoY-	All Managers (Combined)	$6.5M	6.3% ($6.5M/$103.0M)	QoQ +4.68% (+$289.3K) YoY-
(VOOcusip922908363)	1.9K	QoQ NEW(+1.9K) YoY-	All Managers (Combined)	$984.7K	1.0% ($984.7K/$103.0M)	QoQ NEW(+$984.7K) YoY-
(cusip808524839)✕	18.7K	QoQ -10.10% (-2.1K) YoY-	All Managers (Combined)	$433.6K	0.4% ($433.6K/$103.0M)	QoQ -8.28% (-$39.1K) YoY-
Apple Inc.(AAPLcusip037833100)	918	QoQ -8.10% (-81) YoY-	All Managers (Combined)	$203.9K	0.2% ($203.9K/$103.0M)	QoQ -18.48% (-$46.3K) YoY-