Sherwood Financial Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Sherwood Financial Partners, LLC reported 8 stock positions worth $103.0 million. Its top holding was Vanguard Total Bond Market (BND) at 33.1% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 31.3%) and Schwab Intl Equity ETF (SCHF, 14.8%). Compared with Q4 2024, it opened 1 new position, added to 5 and reduced 2. The biggest buy was a new position in Vanguard S&P 500 ETF (VOO) and the biggest sale Apple (AAPL, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- WESTLAKE VILLAGE, CA
- CIK
- 0002056427
- Portfolio Value
- $103.0M (Q1 2025)
- SEC Filing
- 0002056427-25-000002 ↗ filed May 13, 2025
Holdings Value
Holdings 8 stocks · $103.0M
| BND Vanguard Total Bond Market | 33.10% | 464,246 | $34.1M | Add +2.9% |
| SCHX Schwab US Large-Cap ETF | 31.29% | 1,460,201 | $32.2M | Add +1.4% |
| SCHF Schwab Intl Equity ETF | 14.79% | 770,312 | $15.2M | Add +0.9% |
| SCHM Schwab US Mid Cap ETF | 12.97% | 510,035 | $13.4M | Add +1.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 6.28% | 234,715 | $6.5M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 0.96% | 1,916 | $985K | New |
| SCHZ Schwab US Aggregate Bond ETF | 0.42% | 18,723 | $434K | Reduce -10.1% |
| AAPL Apple Inc. | 0.20% | 918 | $204K | Reduce -8.1% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | New | 0.96% | +0.96 |
| BND Vanguard Total Bond Market | Add +2.9% | 33.10% | +0.88 |
| SCHF Schwab Intl Equity ETF | Add +0.9% | 14.79% | +0.77 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +1.1% | 6.28% | +0.14 |
| SCHM Schwab US Mid Cap ETF | Add +1.7% | 12.97% | −0.83 |
| SCHX Schwab US Large-Cap ETF | Add +1.4% | 31.29% | −1.82 |
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 |