Sherwood Financial Partners, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $101 Billion distributed in 7 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 $33.4B, Vanguard Bd Index Fd Inc Total with a value of $32.5B, Schwab Strategic Tr Intl Eqty with a value of $14.1B, Schwab Strategic U.S. Mid Cap with a value of $13.9B, and Schwab Strategic Tr Us Emergin with a value of $6.18B.

Examining the 13F form we can see an increase of $101B in the current position value.

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 $101 Billion
ETFs: $101 Billion
Technology: $250 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $101 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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