13F Filings History of Sherwood Financial Partners, LLC

Latest 13F report
Q4 2025 - 18 Feb 2026
Value $
$116,015,598
Signature - Title
Vincent Chambers - General Counsel
Location
Westlake Village, CA
Summary
This page shows a list of all the recent 13F filings made by Sherwood Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sherwood Financial Partners, LLC reported 8 stock holdings with total value $116,015,598 as of Q4 2025. Top holdings included SCHX, BND, SCHF, SCHM, and SCHE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 8 $116,015,598 +$913,268 -$887,199 +$26,069 SCHX, BND, SCHF, SCHM, SCHE 13F-HR 17 Feb 2026, 18:34
Q3 2025 9 $114,647,490 +$528,193 -$643,891 -$115,698 SCHX, BND, SCHF, SCHM, SCHE 13F-HR 30 Oct 2025, 17:04
Q2 2025 8 $109,133,568 +$1,566,038 -$2,432,788 -$866,750 SCHX, BND, SCHF, SCHM, SCHE 13F-HR 12 Aug 2025, 17:29
Q1 2025 8 $103,033,080 +$2,818,014 -$66,722 +$2,751,292 BND, SCHX, SCHF, SCHM, SCHE 13F-HR 12 May 2025, 18:32
Q4 2024 7 $100,750,457 $0 $0 $0 SCHX, BND, SCHF, SCHM, SCHE 13F-HR 14 Feb 2025, 19:12