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Sherwood Financial Partners, LLC

CIK: 0002056427

WESTLAKE VILLAGE 2475 townsgate rd., suite 210
Zip Code: 91361
All SEC filings
LATEST PORTFOLIO VALUE
$114.65 M
+5.05%
09/30/2025
TOTAL ASSETS HELD
$9
1
09/30/2025
LATEST REPORT DATE
2025 Q3
09/30/2025
TOP 10 CONCENTRATION
100.00%

Sherwood Financial Partners, LLC's All 13F Filings

Report For
Filed At
AUM
Holdings
Form Type Source
2025 Q3 10/30/2025 $114.65 M 9 13F-HR 13F Filing
2025 Q2 08/12/2025 $109.13 M 8 13F-HR 13F Filing
2025 Q1 05/13/2025 $103.03 M 8 13F-HR 13F Filing
2024 Q4 02/18/2025 $100.75 M 7 13F-HR 13F Filing
Showing 1-20 of 4 records
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