Sherwood Financial Partners, LLC Portfolio Holdings

Sherwood Financial Partners, LLC

  • $103 Billion
  • Q1 2025

Sherwood Financial Partners, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $103 Billion distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $34.1B, Schwab Strategic Tr Us Large C with a value of $32.2B, Schwab Strategic Tr Intl Eqty with a value of $15.2B, Schwab Strategic U.S. Mid Cap with a value of $13.4B, and Schwab Strategic Tr Us Emergin with a value of $6.47B.

Examining the 13F form we can see an increase of $2.28B in the current position value, from $101B to 103B.

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 $103 Billion
ETFs: $103 Billion
Technology: $204 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $103 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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