13F Insight
DOSSIER · 13F-HR · Q2 2026

Shepherd Financial Partners LLC

$1.2B in tracked AUM across 256 positions as of Q2 2026.

SF
CIK 0001696628 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
256
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Shepherd 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
IVV
ISHARES TR
$86M114K7.0%02
SPY
STATE STR SPDR S&P 500 ETF T
$76M102K6.2%03
SPTM
SPDR SERIES TRUST
$69M765K5.7%04
DYNF
BLACKROCK ETF TRUST
$59M864K4.8%05
IEFA
ISHARES TR
$52M535K4.2%06
SPYG
SPDR SERIES TRUST
$49M408K4.0%07
AAPL
APPLE INC
$38M131K3.1%08
IEMG
ISHARES INC
$38M455K3.1%09
SPYV
SPDR SERIES TRUST
$34M552K2.8%10
BAI
BLACKROCK ETF TRUST
$33M619K2.7%

Filing history

2026Q2Jun 30
$1.2B▲ 15.4%
256 positionsView →2026Q1Mar 31
$1.1B▼ 2.3%
240 positionsView →2025Q4Dec 31
$1.1B▲ 2.7%
246 positionsView →2025Q3Sep 30
$1.1B▲ 11.1%
243 positionsView →2025Q2Jun 30
$946M▲ 10.9%
240 positionsLocked2025Q1Mar 31
$853M▲ 2.0%
230 positionsLocked2024Q4Dec 31
$836M▲ 0.6%
220 positionsLocked2024Q3Sep 30
$831M▲ 7.2%
216 positionsLocked2024Q2Jun 30
$775M▲ 1.5%
214 positionsLocked2024Q1Mar 31
$764M▲ 8.6%
215 positionsLocked2023Q4Dec 31
$703M▲ 10.4%
210 positionsLocked2023Q3Sep 30
$637M▼ 1.1%
188 positionsLocked
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