Shepherd Financial Partners LLC - Portfolio Stock Holdings
Shepherd Financial Partners LLC disclosed 273 stock positions in a recent SEC 13F filing. $1,243,761,599 of stock holdings were filed, with the largest holdings including SPY, IVV, and SPTM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,379,061,513 and has 24 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
273Est. Stock Holding Value:
$1,243,761,599Top Stock Holdings By Sector
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Portfolio Stock Holdings - Shepherd Financial Partners LLC
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