Sherwood Financial Partners, LLC

Q3 2025 13F-HR Holdings

Location
Westlake Village, CA
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
9
Total value ($000)
$114,647
Net value change ($000)
+5,513 (5.1%)
New positions
1
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/18/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHX 2,402 6.8%
SCHM 738 5.1%
SCHWAB STRATEGIC TRUST 703 4.4%
SCHE 657 9.6%
BND 656 1.9%
AAPL 225 NEW
VOO 85 7.8%
NVDA 40 18.3%
MSFT 9 4.4%
Top Reduces (Value $000, Stocks/ETFs)
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Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type