Henderson Brothers Financial Partners, LLC - Portfolio overview

Henderson Brothers Financial Partners, LLC has 105 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY MERRIMACK STR TR, 18.56%
2. SPYM - SPDR SERIES TRUST, 8.53%
3. SGOV - ISHARES TR, 7.95%

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

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