Sherwood Financial Partners, LLC
RIA/Wealth
Sherwood Financial Partners, LLC is a RIA/Wealth based in Santa Fe, NM led by Hannah Elizabeth Oaks Boundy, reporting $258.1M in AUM as of Q3 2025 with 99% ETF concentration, with only 9 positions, and 33% allocation to SCHX.
Managing PartnerHannah Elizabeth Oaks Boundy
- Portfolio Value
- $114.6M
- Positions
- 9
- Top Holding
- SCHX at 32.68%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sherwood Financial Partners, LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $37.5M | 32.68% | -$324.1K Sold | — 1.4M shares | |
ETF ETF | $35.7M | 31.14% | +$303.4K Bought | — 480.0K shares | |
ETF ETF | $16.8M | 14.65% | -$156.6K Sold | — 721.6K shares | |
ETF ETF | $15.3M | 13.37% | -$89.4K Sold | — 517.0K shares | |
ETF ETF | $7.5M | 6.53% | -$73.9K Sold | — 224.3K shares | |
ETF ETF | $1.2M | 1.03% | — | — 1.9K shares | |
Semiconductors Technology | $259.2K | 0.23% | — | 0.00% 1.4K shares | |
Consumer Electronics Technology | $224.8K | 0.20% | +$224.8K Bought | 0.00% 883.0 shares | |
Software - Infrastructure Technology | $212.9K | 0.19% | — | 0.00% 411.0 shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sherwood Financial Partners, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+0.86% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-0.98% | |
-0.92% | |
-0.86% | |
-0.58% |
Analytics
Portfolio insights and performance metrics for Sherwood Financial Partners, LLC
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