Shepherd Financial Partners
$1.2B 13F equity value
264 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Shepherd Financial Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 114,456 | $86M | 7.0% |
| SPY | STATE STR SPDR S&P 500 ETF T | 101,597 | $76M | 6.2% |
| SPTM | SPDR SERIES TRUST | 765,384 | $69M | 5.7% |
| DYNF | BLACKROCK ETF TRUST | 864,111 | $59M | 4.8% |
| IEFA | ISHARES TR | 534,513 | $52M | 4.2% |
| SPYG | SPDR SERIES TRUST | 408,040 | $49M | 4.0% |
| AAPL | APPLE INC | 131,046 | $38M | 3.1% |
| IEMG | ISHARES INC | 455,410 | $38M | 3.1% |
| SPYV | SPDR SERIES TRUST | 552,003 | $34M | 2.8% |
| BAI | BLACKROCK ETF TRUST | 618,705 | $33M | 2.7% |
Track Shepherd Financial Partners's 13F portfolio: $1.2B in reported holdings, 264 positions. Top holdings and quarterly changes on SentiSense.
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