DOSSIER · 13F-HR · Q2 2026

Henderson Brothers Financial Partners, LLC

$211M in tracked AUM across 77 positions as of Q2 2026.

HB
CIK 0002064329 · last filed Jun 30, 2026
Total AUM
$211M
as of Q2 2026
Holdings
77
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Henderson Brothers Financial Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$37M426K17.7%
02
FBND
FIDELITY MERRIMACK STR TR
$36M782K16.8%
03
AVDE
AMERICAN CENTY ETF TR
$15M170K7.2%
04
SPDW
SPDR INDEX SHS FDS
$13M250K6.0%
05
IVV
ISHARES TR
$9M12K4.2%
06
AVEM
AMERICAN CENTY ETF TR
$9M90K4.1%
07
GOVT
ISHARES TR
$8M352K3.8%
08
PSC
PRINCIPAL EXCHANGE TRADED FD
$6M86K2.9%
09
HMOP
HARTFORD FDS EXCHANGE TRADED
$5M131K2.4%
10
TAXF
AMERICAN CENTY ETF TR
$5M97K2.3%

Filing history

2026Q2Jun 30
$211M 46.5%
77 positionsView →
2026Q1Mar 31
$395M 97.8%
105 positionsView →
2025Q1Mar 31
$200M
72 positionsLocked