Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Shepherd Financial Partners LLC (CIK 1696628) reported $1.05B across 238 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($66.1M, 6.27%), SPTM ($59.0M, 5.60%), IEFA ($53.1M, 5.04%), DYNF ($48.3M, 4.59%), IVV ($44.3M, 4.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $66.1M | 6.27% | 101,693 | Trimmed |
| 2 | SPTM | SPDR SERIES TRUST | $59.0M | 5.60% | 746,648 | Added |
| 3 | IEFA | ISHARES TR | $53.1M | 5.04% | 586,787 | Added |
| 4 | DYNF | BLACKROCK ETF TRUST | $48.3M | 4.59% | 831,001 | Added |
| 5 | IVV | ISHARES TR | $44.3M | 4.20% | 67,819 | Added |
| 6 | SPYV | SPDR SERIES TRUST | $40.3M | 3.83% | 712,981 | Added |
| 7 | SPYG | SPDR SERIES TRUST | $39.7M | 3.76% | 405,208 | Added |
| 8 | IEMG | ISHARES INC | $37.6M | 3.57% | 538,869 | Trimmed |
| 9 | AAPL | APPLE INC | $33.4M | 3.17% | 131,636 | Trimmed |
| 10 | SPTL | SPDR SERIES TRUST | $26.7M | 2.54% | 1.0M | Added |
| 11 | QUAL | ISHARES TR | $24.4M | 2.32% | 127,412 | Added |
| 12 | BAI | BLACKROCK ETF TRUST | $20.5M | 1.95% | 622,968 | Added |
| 13 | SPSM | SPDR SERIES TRUST | $18.2M | 1.72% | 376,271 | Trimmed |
| 14 | SPMD | SPDR SERIES TRUST | $17.5M | 1.66% | 295,835 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $17.3M | 1.65% | 83,268 | Trimmed |
| 16 | GOOG | ALPHABET INC | $17.3M | 1.64% | 60,409 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $16.7M | 1.59% | 95,891 | Trimmed |
| 18 | SHLD | GLOBAL X FDS | $16.2M | 1.54% | 228,543 | Added |
| 19 | MSFT | MICROSOFT CORP | $14.9M | 1.42% | 40,366 | Added |
| 20 | MTUM | ISHARES TR | $15.0M | 1.42% | 62,582 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $13.6M | 1.29% | 46,314 | Trimmed |
| 22 | THRO | BLACKROCK ETF TRUST | $13.3M | 1.27% | 368,219 | Added |
| 23 | IWO | ISHARES TR | $12.8M | 1.21% | 40,801 | Trimmed |
| 24 | VBR | VANGUARD INDEX FDS | $11.8M | 1.12% | 54,253 | Trimmed |
| 25 | IAU | ISHARES GOLD TR | $11.7M | 1.11% | 132,862 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31