Shepherd Financial Partners LLC: 13F holdings
CIK 16966282026Q2
| Positions | 256 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 256 (+16 vs prior quarter) |
|---|
| Reported value | $1.2bn (+15.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 114,456 | $85.7m | 7.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 101,597 | $75.9m | 6.2% |
| SPYM SPDR SERIES TRUST | 765,384 | $69.5m | 5.7% |
| DYNF BLACKROCK ETF TRUST | 864,111 | $58.8m | 4.8% |
| IEFA ISHARES TR | 534,513 | $51.6m | 4.2% |
| SPYG SPDR SERIES TRUST | 408,040 | $48.6m | 4.0% |
| AAPL APPLE INC | 131,046 | $37.9m | 3.1% |
| IEMG ISHARES INC | 455,410 | $37.7m | 3.1% |
| SPYV SPDR SERIES TRUST | 552,003 | $33.6m | 2.8% |
| BAI BLACKROCK ETF TRUST | 618,705 | $32.6m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1696628")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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