Sherwood Financial Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 18, 2025), Sherwood Financial Partners, LLC reported 7 stock positions worth $100.8 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 33.1% of the portfolio, followed by Vanguard Total Bond Market (BND, 32.2%) and Schwab Intl Equity ETF (SCHF, 14.0%).
- Most Recent 13F
- Q2 2026
- Location
- WESTLAKE VILLAGE, CA
- CIK
- 0002056427
- Portfolio Value
- $100.8M (Q4 2024)
- SEC Filing
- 0002056427-25-000001 ↗ filed Feb 18, 2025
Holdings Value
Holdings 7 stocks · $100.8M
| SCHX Schwab US Large-Cap ETF | 33.12% | 1,439,364 | $33.4M | — |
| BND Vanguard Total Bond Market | 32.21% | 451,334 | $32.5M | — |
| SCHF Schwab Intl Equity ETF | 14.02% | 763,625 | $14.1M | — |
| SCHM Schwab US Mid Cap ETF | 13.80% | 501,581 | $13.9M | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 6.14% | 232,135 | $6.2M | — |
| SCHZ Schwab US Aggregate Bond ETF | 0.47% | 20,827 | $473K | — |
| AAPL Apple Inc. | 0.25% | 999 | $250K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $124.2M | SCHX, BND, SCHF, SCHM, SCHE |
| Q1 2026 | 8 | $113.1M | BND, SCHX, SCHF, SCHM, SCHE |
| Q4 2025 | 8 | $116.0M | SCHX, BND, SCHF, SCHM, SCHE |
| Q3 2025 | 9 | $114.6M | SCHX, BND, SCHF, SCHM, SCHE |
| Q2 2025 | 8 | $109.1M | SCHX, BND, SCHF, SCHM, SCHE |
| Q1 2025 | 8 | $103.0M | BND, SCHX, SCHF, SCHM, SCHE |
| Q4 2024 | 7 | $100.8M | SCHX, BND, SCHF, SCHM, SCHE |