LATEST PORTFOLIO VALUE
$114.65 M
09/30/2025
TOTAL ASSETS HELD
$9
09/30/2025
LATEST REPORT DATE
2025 Q3
09/30/2025
TOP 10 CONCENTRATION
100.00%
CIK: 0002056427
CIK: 0002056427
Sherwood Financial Partners, LLC (CIK: 0002056427) is a financial institution headquartered at 2475 townsgate rd., suite 210, , WESTLAKE VILLAGE, CALIFORNIA 91361. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $114,647,490, comprising 9 distinct securities. Over its filing history, it has submitted 4 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 1,422,584 | $37,470,863 | 32.68% | ▼ 12,304 | Reduce -0.9% | |
| 479,977 | $35,695,889 | 31.14% | ▲ 4,079 | Add 0.9% | |
| 721,600 | $16,798,848 | 14.65% | ▼ 6,725 | Reduce -0.9% | |
| 517,031 | $15,324,799 | 13.37% | ▼ 3,015 | Reduce -0.6% | |
| 224,250 | $7,483,222 | 6.53% | ▼ 2,214 | Reduce -1.0% | |
| 1,922 | $1,176,994 | 1.03% | |||
| 1,389 | $259,160 | 0.23% | |||
| 883 | $224,838 | 0.20% | ▲ 883 | New Buy | |
| 411 | $212,877 | 0.19% |