Shepherd Financial Partners LLC
Shepherd Financial Partners LLC reported 256 positions worth $1.22B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: IVV (7.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $85.7M | 7.04% | 114,456 | — | — | |
| ▸ 2 | SPY | SH | $75.9M | 6.23% | 101,597 | — | — | |
| ▸ 3 | SPTM | SH | $69.5M | 5.71% | 765,384 | — | — | |
| ▸ 4 | DYNF | SH | $58.8M | 4.83% | 864,111 | — | — | |
| ▸ 5 | IEFA | SH | $51.6M | 4.24% | 534,513 | — | — | |
| ▸ 6 | SPYG | SH | $48.6M | 3.99% | 408,040 | — | — | |
| ▸ 7 | AAPL | SH | $37.9M | 3.12% | 131,046 | — | — | |
| ▸ 8 | IEMG | SH | $37.7M | 3.10% | 455,410 | — | — | |
| ▸ 9 | SPYV | SH | $33.6M | 2.76% | 552,003 | — | — | |
| ▸ 10 | BAI | SH | $32.6M | 2.68% | 618,705 | — | — |
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Frequently Asked Questions
What stocks does Shepherd Financial Partners LLC hold as of Q2 2026?
Shepherd Financial Partners LLC reported 256 positions worth $1.22B in its Q2 2026 13F filing. Largest positions: IVV (7.0%), SPY (6.2%), SPTM (5.7%), DYNF (4.8%) and IEFA (4.2%).
What did Shepherd Financial Partners LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Shepherd 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.