Sherwood Financial Partners, LLC Portfolio Holdings

Sherwood Financial Partners, LLC

  • $115 Billion
  • Q3 2025

Sherwood Financial Partners, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $115 Billion distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $37.5B, Vanguard Bd Index Fd Inc Total with a value of $35.7B, Schwab Strategic Tr Intl Eqty with a value of $16.8B, Schwab Strategic U.S. Mid Cap with a value of $15.3B, and Schwab Strategic Tr Us Emergin with a value of $7.48B.

Examining the 13F form we can see an increase of $5.51B in the current position value, from $109B to 115B.

Sherwood Financial Partners, LLC is based out at Westlake Village, CA

Below you can find more details about Sherwood Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
ETFs: $114 Billion
Technology: $697 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $115 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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