Sherwood Financial Partners, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $293,848,203 | Individuals and high net worth (87%) |
| Apr 2025 to Mar 2026 | $258,056,925 | Individuals and high net worth (87%) |
| Apr 2024 to Mar 2025 | $291,577,855 | Individuals and high net worth (89%) |
| May 2023 to Mar 2024 | $113,357,373 | Individuals and high net worth (87%) |
| Mar 2023 to Apr 2023 | $113,357,373 | Individuals and high net worth (87%) |
| Apr 2022 to Feb 2023 | $126,845,675 | Individuals and high net worth (86%) |
In the firm's words
- Fundamental active:
SFPL’s methods of analysis include Fundamental analysis and Modern portfolio theory.
- Multi-asset:
Modern portfolio theory is a theory of investment that attempts to maximize portfolio expected return for a given amount of portfolio risk, or equivalently minimize risk for a given level of expected return, each by carefully choosing the proportions of various assets.
- Value:
This strategy would normally encourage equity purchases in stocks that are undervalued or priced below their perceived value.
- Wealth management / planning:
SFPL will seek to select only money managers who will invest clients' assets with the highest level of integrity
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 98.1%; sector active share 86.7% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
8 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 99.6% | $123,695,978 |
| Technology | 0.4% | $533,429 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SCHX |
Schwab U.S. Large-Cap ETF
|
Reduced | 1,369,520 | $40,304,973 | 32.44% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 505,910 | $37,138,853 | 29.90% | |
| SCHF |
Schwab International Equity ETF
|
Added | 690,596 | $19,129,509 | 15.40% | |
| SCHM |
Schwab U.S. Mid-Cap ETF
|
Reduced | 493,878 | $18,209,281 | 14.66% | |
| SCHE |
Schwab Emerging Markets Equity ETF
|
Added | 215,853 | $7,826,829 | 6.30% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 1,582 | $1,086,533 | 0.87% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,389 | $277,925 | 0.22% | |
| AAPL |
Apple Inc.
Technology
|
Held | 883 | $255,504 | 0.21% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.