Sherwood Financial Partners, LLC

Q1 2026 13F-HR Holdings

Location
Westlake Village, CA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
8
Total value ($000)
$113,100
Net value change ($000)
-2,916 (-2.5%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BND 523 1.4%
Top Reduces (Value $000, Stocks/ETFs)
SCHX -2,595 -6.9%
SCHE -251 -3.4%
SCHWAB STRATEGIC TRUST -231 -1.3%
SCHM -230 -1.5%
VOO -98 -9.0%
NVDA -17 -6.6%
AAPL -16 -6.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type