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Sherwood Financial Partners, LLC

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13F filer, CIK 2056427, WESTLAKE VILLAGE, CA

Sherwood Financial Partners, LLC reported $109,133,568 across 8 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002056427-25-000004

Period
2025-06-30
Reported value
$109M
Holdings
8
Top 10 weight
100%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+11,652$858K
SCHMadded+10,011$281K
NVDAnew+1,389$219K
MSFTnew+411$204K
VOOadded+6$3.41K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHFreduced-41,987-$928K
SCHXreduced-25,313-$619K
SCHZexited-18,723-$434K
SCHEreduced-8,251-$249K
AAPLexited-918-$204K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002056427-25-000004, largest first. % of portfolio is the value over $109,133,568, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,439,364 shares; 2025Q1: 1,460,201 shares; 2025Q2: 1,434,888 shares 1,434,888$35.1M32.13%-25,313Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 451,334 shares; 2025Q1: 464,246 shares; 2025Q2: 475,898 shares 475,898$35M32.11%+11,652Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 763,625 shares; 2025Q1: 770,312 shares; 2025Q2: 728,325 shares 728,325$16.1M14.75%-41,987Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 501,581 shares; 2025Q1: 510,035 shares; 2025Q2: 520,046 shares 520,046$14.6M13.37%+10,011Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 232,135 shares; 2025Q1: 234,715 shares; 2025Q2: 226,464 shares 226,464$6.83M6.25%-8,251Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,916 shares; 2025Q2: 1,922 shares 1,922$1.09M1%+6Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,389 shares 1,389$219K0.2%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 411 shares 411$204K0.19%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SCHZSCHWAB STRATEGIC TR18,723$434Kshares
AAPLAPPLE INC918$204Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002056427-25-000004 base2025-08-12acceptance time not in the bulk data set