Henderson Brothers Financial Partners, LLC
Henderson Brothers Financial Partners, LLC reported 77 positions worth $211.3M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SPYM (17.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $37.4M | 17.72% | 425,852 | — | — | |
| ▸ 2 | FBND | SH | $35.6M | 16.85% | 782,427 | — | — | |
| ▸ 3 | AVDE | SH | $15.2M | 7.18% | 169,952 | — | — | |
| ▸ 4 | SPDW | SH | $12.6M | 5.97% | 250,263 | — | — | |
| ▸ 5 | IVV | SH | $8.9M | 4.21% | 11,872 | — | — | |
| ▸ 6 | AVEM | SH | $8.7M | 4.11% | 90,062 | — | — | |
| ▸ 7 | GOVT | SH | $8.0M | 3.79% | 351,555 | — | — | |
| ▸ 8 | PSC | SH | $6.1M | 2.87% | 86,361 | — | — | |
| ▸ 9 | HMOP | SH | $5.1M | 2.43% | 131,048 | — | — | |
| ▸ 10 | TAXF | SH | $4.9M | 2.33% | 96,635 | — | — |
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Frequently Asked Questions
What stocks does Henderson Brothers Financial Partners, LLC hold as of Q2 2026?
Henderson Brothers Financial Partners, LLC reported 77 positions worth $211.3M in its Q2 2026 13F filing. Largest positions: SPYM (17.7%), FBND (16.8%), AVDE (7.2%), SPDW (6.0%) and IVV (4.2%).
What did Henderson Brothers Financial Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Henderson Brothers Financial Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.