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Vincent Chambers

Sherwood Financial Partners, Llc

Assets Managed
$113.1M
Holdings
8
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
-2.51%(2Q avg: -0.65%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sherwood Financial Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 8 positions.

Assets under management

The assets under management (AUM) of Sherwood Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 113.1M in assets, with a quarterly growth rate of -2.51% and a 2-quarter average growth rate of -0.65%. The portfolio is managed by Vincent Chambers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BND
Vanguard Total Bond Market
Recent Activity
Increased 2.03%
32.69%
$36.963M
501,939 shares@ $73.65 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -2.25%
31.12%
$35.196M
1.373M shares@ $25.65 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -4.16%
15.1%
$17.068M
689,634 shares@ $24.76 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -4.31%
13.57%
$15.342M
495,543 shares@ $30.96 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Decreased -4.02%
6.26%
$7.074M
214,685 shares@ $32.96 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -4.49%
0.88%
$990,738
1,658 shares@ $597.56 avg price
NVDA
Nvidia Corp
Recent Activity
0.22%
$242,242
1,389 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
0.2%
$224,097
883 shares@ $253.8 avg price

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