Shepherd Financial Partners LLC

CIK: 0001696628SEC EDGAR →

Portfolio Value

$1.1B

Holdings

246

As of

Q4 2025

New Positions

242

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR S&P 500 ETF TR

101,817$69.4M
6.43%
2

SPDR SERIES TRUST

720,467$59.4M
5.51%
3

BLACKROCK ETF TRUST

795,656$48.4M
4.48%
4

SPDR SERIES TRUST

382,010$40.8M
3.78%
5

ISHARES TR

450,052$40.3M
3.73%
6

SPDR SERIES TRUST

693,535$39.4M
3.65%
7

ISHARES INC

582,828$39.2M
3.63%
8

APPLE INC

133,205$36.2M
3.36%
9

ISHARES TR

46,235$31.7M
2.93%
10

ISHARES TR

91,972$31.5M
2.92%

Quarterly Changes

Top Buys

SPYV↑ Increased
$9.6M
IEMG↑ Increased
$6.2M
MTUM↑ Increased
$6.2M
LLY↑ Increased
$3.1M
DYNF↑ Increased
$3.0M

Top Sells

QUAL↓ Decreased
$11.4M
GOOG↓ Decreased
$4.3M
SHV↓ Decreased
$4.0M
RSP↓ Decreased
$3.1M
AQLT↓ Decreased
$2.8M

New Positions (14)

$791K · 2K shares
$732K · 5K shares
$715K · 5K shares
$558K · 2K shares
$515K · 855 shares
$273K · 901 shares
$247K · 19K shares
$224K · 5K shares
$219K · 4K shares
$213K · 1K shares
$211K · 4K shares
$203K · 1K shares
$202K · 524 shares
$200K · 2K shares

Closed Positions (11)

$1.3M · 9K shares
$1.2M · 6K shares
$729K · 6K shares
$327K · 4K shares
$272K · 9K shares
$265K · 2K shares
$247K · 10K shares
$227K · 762 shares
$221K · 2K shares
$219K · 374 shares
$216K · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services118$702.9M65.1%
Technology32$116.0M10.8%
Unknown14$79.6M7.4%
Consumer Cyclical15$41.6M3.9%
Communication Services6$38.5M3.6%
Healthcare16$31.3M2.9%
Industrials13$25.0M2.3%
Consumer Defensive5$16.2M1.5%
Energy12$14.1M1.3%
Utilities8$11.4M1.1%
Real Estate4$1.9M0.2%
Basic Materials3$534K0.0%