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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Sherwood Financial Partners, LLC's latest available filing here is Q3 2025.
Sherwood Financial Partners, LLC
•CIK: 2056427•Filing: Q3 2025
**Sherwood Financial Partners, LLC** manages $115M across a concentrated portfolio of 9 positions. The strategy exhibits a significant allocation to broad market exposure, notably SCHX ($37.5M) and BND ($35.7M), representing the core of the current holdings. Further diversification is evident through substantial positions in SCHF ($16.8M) and SCHM ($15.3M). The remaining capital is deployed across established ETFs and select technology names, including VOO ($1.2M) and NVDA ($0.3M).
Total AUM
$114.6M
QoQ Performance
+5.0%
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q3 2025
Top Holdings Allocation
SCHX
BND
SCHF
SCHM
SCHE
SCHX32.7%
BND31.1%
SCHF14.7%
SCHM13.4%
SCHE6.5%
VOO1.0%
NVDA0.2%
AAPL0.2%
📉 Biggest Sells
Sector Breakdown
Other98.4%
ETF1.0%
Technology0.6%
Changes from Q2 2025
NEW1 new position
↑1 increased
↓4 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024