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Henderson Brothers Financial Partners, LLC - Portfolio Stock Holdings

Henderson Brothers Financial Partners, LLC disclosed 82 stock positions in a recent SEC 13F filing. $275,748,312 of stock holdings were filed, with the largest holdings including SPYM, FBND, and TSPA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $406,803,000 and has 30 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

82

Est. Stock Holding Value:

$275,748,312

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Henderson Brothers Financial Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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