Shepherd Financial Partners LLC - Portfolio overview

Shepherd Financial Partners LLC has 260 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 6.19%
2. SPTM - SPDR SERIES TRUST, 5.52%
3. IEFA - ISHARES TR, 4.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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