Shepherd Financial Partners LLC

Institutional manager (13F) · CIK 1696628

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $866M

#	Issuer	Value	Shares
1	STATE STR SPDR S&P 500 ETF T	$66M	101,693
2	SPDR SERIES TRUST	$59M	746,648
3	ISHARES TR	$53M	586,787
4	BLACKROCK ETF TRUST	$48M	831,001
5	ISHARES TR	$44M	67,819
6	SPDR SERIES TRUST	$40M	712,981
7	SPDR SERIES TRUST	$40M	405,208
8	ISHARES INC	$38M	538,869
9	APPLE INC	$33M	131,636
10	SPDR SERIES TRUST	$27M	1,016,514
11	ISHARES TR	$24M	127,412
12	BLACKROCK ETF TRUST	$21M	622,968
13	SPDR SERIES TRUST	$18M	376,271
14	SPDR SERIES TRUST	$18M	295,835
15	AMAZON COM INC	$17M	83,268
16	ALPHABET INC	$17M	60,409
17	NVIDIA CORPORATION	$17M	95,891
18	GLOBAL X FDS	$16M	228,543
19	ISHARES TR	$15M	62,582
20	MICROSOFT CORP	$15M	40,366
21	JPMORGAN CHASE & CO	$14M	46,314
22	BLACKROCK ETF TRUST	$13M	368,219
23	ISHARES TR	$13M	40,801
24	VANGUARD INDEX FDS	$12M	54,253
25	ISHARES GOLD TR	$12M	132,862
26	SELECT SECTOR SPDR TR	$11M	85,639
27	ISHARES TR	$10M	450,018
28	ISHARES TR	$10M	142,575
29	BROADCOM INC	$10M	32,191
30	INVESCO EXCH TRADED FD TR II	$10M	424,429
31	ALPHABET INC	$9M	32,338
32	RTX CORPORATION	$9M	47,466
33	ELI LILLY & CO	$9M	9,699
34	INVESCO QQQ TR	$8M	13,377
35	VISA INC	$8M	25,124
36	VALERO ENERGY CORP	$7M	28,620
37	SPDR SERIES TRUST	$7M	87,529
38	META PLATFORMS INC	$6M	11,330
39	ISHARES TR	$6M	125,443
40	WALMART INC	$6M	49,989
41	ABBVIE INC	$6M	26,225
42	LOCKHEED MARTIN CORP	$6M	9,233
43	VANGUARD STAR FDS	$6M	72,040
44	GOLDMAN SACHS GROUP INC	$5M	6,360
45	BLACKROCK INC	$5M	4,976
46	ISHARES TR	$5M	49,105
47	CATERPILLAR INC	$5M	6,425
48	HONEYWELL INTL INC	$4M	18,623
49	EXXON MOBIL CORP	$4M	24,684
50	COCA COLA CO	$4M	54,494

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.