Sherwood Financial Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Sherwood Financial Partners, LLC reported 8 stock positions worth $109.1 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 32.1% of the portfolio, followed by Vanguard Total Bond Market (BND, 32.1%) and Schwab Intl Equity ETF (SCHF, 14.7%). Compared with Q1 2025, it opened 2 new positions, sold out of 2, added to 3 and reduced 3. The biggest buy was Schwab US Mid Cap ETF (SCHM, shares +2%) and the biggest sale an exit from Schwab US Aggregate Bond ETF (SCHZ).
- Most Recent 13F
- Q2 2026
- Location
- WESTLAKE VILLAGE, CA
- CIK
- 0002056427
- Portfolio Value
- $109.1M (Q2 2025)
- SEC Filing
- 0002056427-25-000004 ↗ filed Aug 12, 2025
Holdings Value
Holdings 8 stocks · $109.1M
| SCHX Schwab US Large-Cap ETF | 32.13% | 1,434,888 | $35.1M | Reduce -1.7% |
| BND Vanguard Total Bond Market | 32.11% | 475,898 | $35.0M | Add +2.5% |
| SCHF Schwab Intl Equity ETF | 14.75% | 728,325 | $16.1M | Reduce -5.5% |
| SCHM Schwab US Mid Cap ETF | 13.37% | 520,046 | $14.6M | Add +2.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 6.25% | 226,464 | $6.8M | Reduce -3.5% |
| VOO Vanguard S&P 500 ETF | 1.00% | 1,922 | $1.1M | Add +0.3% |
| NVDA Nvidia Corp. | 0.20% | 1,389 | $219K | New |
| MSFT Microsoft Corp. | 0.19% | 411 | $204K | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |