Shepherd Financial Partners
$1.1B Assets Reported
252 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 101,693 | $66M | 6.3% |
| SPTM | SPDR SERIES TRUST | 746,648 | $59M | 5.6% |
| IEFA | ISHARES TR | 586,787 | $53M | 5.0% |
| DYNF | BLACKROCK ETF TRUST | 831,001 | $48M | 4.6% |
| IVV | ISHARES TR | 67,819 | $44M | 4.2% |
| SPYV | SPDR SERIES TRUST | 712,981 | $40M | 3.8% |
| SPYG | SPDR SERIES TRUST | 405,208 | $40M | 3.8% |
| IEMG | ISHARES INC | 538,869 | $38M | 3.6% |
| AAPL | APPLE INC | 131,636 | $33M | 3.2% |
| SPTL | SPDR SERIES TRUST | 1,016,514 | $27M | 2.5% |
Track Shepherd Financial Partners's 13F portfolio: $1.1B in reported holdings, 252 positions. Top holdings, AUM, and quarterly changes on SentiSense.