§ 13F · FUND PROFILE
Shepherd Financial Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $946.1T (13F)Positions · 240Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 102K | $69.4T | 6.4% | ±0% |
| 2 | SPTM | SPDR SERIES TRUST | 720K | $59.4T | 5.5% | −1% |
| 3 | DYNF | BLACKROCK ETF TRUST | 796K | $48.4T | 4.5% | +4% |
| 4 | SPYG | SPDR SERIES TRUST | 382K | $40.8T | 3.8% | +2% |
| 5 | IEFA | ISHARES TR | 450K | $40.3T | 3.7% | −9% |
| 6 | SPYV | SPDR SERIES TRUST | 694K | $39.4T | 3.7% | +29% |
| 7 | IEMG | ISHARES INC | 583K | $39.2T | 3.6% | +17% |
| 8 | AAPL | APPLE INC | 133K | $36.2T | 3.4% | +1% |
| 9 | IVV | ISHARES TR | 46K | $31.7T | 2.9% | +3% |
| 10 | OEF | ISHARES TR | 92K | $31.5T | 2.9% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHEPHERD SIGNAL
AC read
Shepherd Financial Partners LLC is a Other fund managing $946147.0 trillion in assets. The fund runs a broad portfolio of 240 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed