Sherwood Financial Partners, LLC
Sherwood Financial Partners, LLC is a registered investment adviser headquartered in Westlake Village, California. Founded in California, the firm primarily serves individuals, high net worth individuals, and charitable organizations. As of 2025, Sherwood Financial Partners manages over $258 million in assets for approximately 173 client accounts. The team consists of around 5-8 employees, including seasoned investment advisers, and focuses on providing comprehensive wealth management solutions.
Investment Strategy
Sherwood Financial Partners takes a research-driven and client-centric approach to wealth management. Their investment strategy emphasizes global diversification, structured financial planning, and risk-adjusted growth tailored to client goals. The firm manages portfolios with both discretionary and non-discretionary mandates, primarily for individuals and high net worth clients, while incorporating a long-term perspective to help clients achieve personal and philanthropic objectives.
Latest 13F Filing Activity
Sherwood Financial Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 8 equity positions with a total 13F market value of $109M. The fund increased holdings in Schwab Strategic TR, Schwab Strategic TR, Vanguard BD Index FDS among other positions. Sherwood Financial Partners, LLC reduced exposure to Schwab Strategic TR, Apple Inc., Vanguard Index FDS among others.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 32.13% | $35.1M | 1,434,888 | $23.16 | $24.44 | +$2.8M |
B BND | VANGUARD BD INDEX FDS | 32.11% | $35.0M | 475,898 | $71.99 | $73.63 | +$941.5K |
S SCHF | SCHWAB STRATEGIC TR | 14.75% | $16.1M | 728,325 | $18.51 | $22.10 | +$859.2K |
S SCHM | SCHWAB STRATEGIC TR | 13.37% | $14.6M | 520,046 | $27.69 | $28.05 | +$1.2M |
S SCHE | SCHWAB STRATEGIC TR | 6.25% | $6.8M | 226,464 | $26.64 | $30.14 | +$354.5K |