DOSSIER · 13F-HR · Q1 2026

Henderson Brothers Financial Partners, LLC

$395M in tracked AUM across 105 positions as of Q1 2026.

HB
CIK 0002064329 · last filed Mar 31, 2026
Total AUM
$395M
as of Q1 2026
Holdings
105
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Henderson Brothers Financial Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FBND
FIDELITY MERRIMACK STR TR
$73M1.6M18.6%
02
SPYM
SPDR SERIES TRUST
$34M440K8.5%
03
SGOV
ISHARES TR
$31M312K8.0%
04
AVDE
AMERICAN CENTY ETF TR
$28M328K7.0%
05
GOVT
ISHARES TR
$23M1.0M5.8%
06
SPDW
SPDR INDEX SHS FDS
$22M492K5.7%
07
IVV
ISHARES TR
$15M22K3.7%
08
AVEM
AMERICAN CENTY ETF TR
$14M176K3.6%
09
GLDM
WORLD GOLD TR
$12M126K3.0%
10
PSC
PRINCIPAL EXCHANGE TRADED FD
$10M170K2.5%

Filing history

2026Q1Mar 31
$395M 97.8%
105 positionsView →
2025Q1Mar 31
$200M
72 positionsLocked