Sherwood Financial Partners, LLC reported 2 positions worth $533.43K for the quarter ended Jun 30, 2026, up 14.4% on the prior quarter. It opened 0 new positions, added to 0, trimmed 0 and exited 0. Its largest holding is Nvidia Corp at 52.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 1,389 | $277.93K | 52.1% | 0 | 0.0% | Unchanged | 0% |
| 2 | AAPL Apple Inc. | Technology | 883 | $255.51K | 47.9% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Sherwood Financial Partners.
As of its Q2 2026 13F filing, Sherwood Financial Partners, LLC’s five largest positions were Nvidia Corp (NVDA) at 52.1%, Apple Inc. (AAPL) at 47.9% of the reported portfolio.
Sherwood Financial Partners, LLC reported a 13F portfolio worth $533.43K across 2 positions for Q2 2026. That is up 14.4% from the previous quarter.
From the Form 13F-HR reports Sherwood Financial Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.