You're signed outSign in or to get full access.
Shepherd Financial Partners LLC
Shepherd Financial Partners, LLC is a registered investment adviser offering discretionary and advisory services on a wrap or non-wrap fee basis to clients including individuals, high net-worth individuals, business entities, trusts, estates, and charitable organizations.
Investment Strategy
Wrap and non-wrap fee investment management services
Latest 13F Filing Activity
Shepherd Financial Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 238 equity positions with a total 13F market value of $946M. The fund increased holdings in Blackrock Etf Trust, SPDR Series Trust, Blackrock Etf Trust among other positions. Shepherd Financial Partners LLC reduced exposure to Ishares TR, Apple Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (238)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 6.69% | $63.3M | 102,420 | $274.59 | $617.85 | +$6.3M |
S SPTM | SPDR SERIES TRUST | 5.68% | $53.7M | 717,485 | $33.54 | $74.89 | +$5.5M |
I IEFA | ISHARES TR | 5.60% | $53.0M | 635,250 | $60.27 | $83.48 | +$7.0M |
Q QUAL | ISHARES TR | 3.99% | $37.7M | 206,335 | $167.82 | $182.82 | +$932.9K |
S SPYG | SPDR SERIES TRUST | 3.88% | $36.7M | 385,186 | $78.95 | $95.32 | +$4.6M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Boston, MA , United States | |
| Portfolio Specialist and Investment Analyst | Boston, MA , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more