Sherwood Financial Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Sherwood Financial Partners, LLC reported 9 stock positions worth $114.6 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 32.7% of the portfolio, followed by Vanguard Total Bond Market (BND, 31.1%) and Schwab Intl Equity ETF (SCHF, 14.7%). Compared with Q2 2025, it opened 1 new position, added to 1 and reduced 4. The biggest buy was a new position in Apple (AAPL) and the biggest sale Schwab Intl Equity ETF (SCHF, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WESTLAKE VILLAGE, CA
- CIK
- 0002056427
- Portfolio Value
- $114.6M (Q3 2025)
- SEC Filing
- 0002056427-25-000005 ↗ filed Oct 30, 2025
Holdings Value
Holdings 9 stocks · $114.6M
| SCHX Schwab US Large-Cap ETF | 32.68% | 1,422,584 | $37.5M | Reduce -0.9% |
| BND Vanguard Total Bond Market | 31.14% | 479,977 | $35.7M | Add +0.9% |
| SCHF Schwab Intl Equity ETF | 14.65% | 721,600 | $16.8M | Reduce -0.9% |
| SCHM Schwab US Mid Cap ETF | 13.37% | 517,031 | $15.3M | Reduce -0.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 6.53% | 224,250 | $7.5M | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 1.03% | 1,922 | $1.2M | No change |
| NVDA Nvidia Corp. | 0.23% | 1,389 | $259K | No change |
| AAPL Apple Inc. | 0.20% | 883 | $225K | New |
| MSFT Microsoft Corp. | 0.19% | 411 | $213K | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 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 |