Sherwood Financial Partners, LLC Portfolio Holdings

Sherwood Financial Partners, LLC

  • $109 Billion
  • Q2 2025

Sherwood Financial Partners, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $109 Billion distributed in 8 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 $35.1B, Vanguard Bd Index Fd Inc Total with a value of $35B, Schwab Strategic Tr Intl Eqty with a value of $16.1B, Schwab Strategic U.S. Mid Cap with a value of $14.6B, and Schwab Strategic Tr Us Emergin with a value of $6.83B.

Examining the 13F form we can see an increase of $6.1B in the current position value, from $103B to 109B.

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 $109 Billion
ETFs: $109 Billion
Technology: $424 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $109 Billion
  • Prior Value $103 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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