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Manager record

Sherwood Financial Partners, LLC

Westlake Village, CA · CIK 2056427 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$124.23MReported 13F valueQ2 2026 · as filed
8Holdings listed
+9.8%vs prior quartervalue change includes market moves
5Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $109.1M$109.1MQ2 20258 holdingsQ3 2025: $114.6M$114.6MQ3 20259 holdingsQ4 2025: $116.0M$116.0MQ4 20258 holdingsQ1 2026: $113.1M$113.1MQ1 20268 holdingsQ2 2026: $124.2M$124.2MQ2 20268 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$124.23M · 8 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$113.10M · 8 holdings listed · View original SEC filing ↗
Feb 18 2026 13F-HR · period Q4 2025

$116.02M · 8 holdings listed · View original SEC filing ↗
Oct 30 2025 13F-HR · period Q3 2025

$114.65M · 9 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$109.13M · 8 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology