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Shepherd Financial Partners LLC

Q3 2025 · 13F-HR

Shepherd Financial Partners LLCholdings as filed

Filed 2025-11-07 · accession 0001696628-25-000002

$1.05B
Reported value
243
Positions
2025-09-30
Period end
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The Brief · Shepherd Financial Partners LLC · Q3 2025

AI · grounded in 13F

Shepherd Financial Partners LLC established a new position in SPY valued at $68.1M. The fund also initiated new stakes in SPTM for $58.5M and DYNF for $45.4M. Additional new positions include IEFA at $43M, SPYG at $39M, and QUAL at $36.2M. The fund manages a total of 243 positions with $1.05B in assets under management.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$68.1M6.48%102,156CommonNONE
78464A805SPTMSPDR SERIES TRUST$58.5M5.57%725,924CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$45.4M4.32%766,528CommonNONE
46432F842IEFAISHARES TR$43.0M4.10%493,012CommonNONE
78464A409SPYGSPDR SERIES TRUST$39.0M3.71%373,074CommonNONE
46432F339QUALISHARES TR$36.2M3.45%186,240CommonNONE
037833100AAPLAPPLE INC$33.6M3.20%131,935CommonNONE
46434G103IEMGISHARES INC$33.0M3.14%499,937CommonNONE
464287200IVVISHARES TR$30.1M2.87%45,020CommonNONE
464287101OEFISHARES TR$29.8M2.84%89,517CommonNONE
78464A508SPYVSPDR SERIES TRUST$29.8M2.83%537,900CommonNONE
78464A664SPTLSPDR SERIES TRUST$27.5M2.61%1,018,887CommonNONE
594918104MSFTMICROSOFT CORP$21.0M2.00%40,538CommonNONE
023135106AMZNAMAZON COM INC$18.6M1.77%84,920CommonNONE
67066G104NVDANVIDIA CORPORATION$18.3M1.74%97,976CommonNONE
78468R853SPSMSPDR SERIES TRUST$17.1M1.63%369,104CommonNONE
78464A847SPMDSPDR SERIES TRUST$16.5M1.57%288,393CommonNONE
09290C780BAIBLACKROCK ETF TRUST$15.3M1.45%447,278CommonNONE
02079K107GOOGALPHABET INC$15.2M1.44%62,329CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$15.2M1.44%48,091CommonNONE
464285204IAUISHARES GOLD TR$13.9M1.32%190,826CommonNONE
464287648IWOISHARES TR$13.7M1.31%42,928CommonNONE
09290C806THROBLACKROCK ETF TRUST$13.0M1.24%343,513CommonNONE
922908611VBRVANGUARD INDEX FDS$12.2M1.16%58,512CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$12.1M1.15%42,775CommonNONE
11135F101AVGOBROADCOM INC$11.2M1.07%34,007CommonNONE
46434V621DGROISHARES TR$10.7M1.02%157,259CommonNONE
37960A529SHLDGLOBAL X FDS$10.6M1.01%150,889CommonNONE
02079K305GOOGLALPHABET INC$9.6M0.91%39,448CommonNONE
92826C839VVISA INC$9.2M0.88%27,034CommonNONE
46432F396MTUMISHARES TR$8.9M0.85%34,732CommonNONE
30303M102METAMETA PLATFORMS INC$8.2M0.78%11,190CommonNONE
75513E101RTXRTX CORPORATION$8.1M0.77%48,351CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$7.5M0.71%39,379CommonNONE
46090E103QQQINVESCO QQQ TR$7.4M0.71%12,405CommonNONE
532457108LLYELI LILLY & CO$7.4M0.71%9,760CommonNONE
78464A854SPYMSPDR SERIES TRUST$6.9M0.66%87,993CommonNONE
464288679SHVISHARES TR$6.7M0.64%60,616CommonNONE
464287721IYWISHARES TR$6.4M0.61%32,803CommonNONE
00287Y109ABBVABBVIE INC$6.0M0.57%26,021CommonNONE
09290D101BLKBLACKROCK INC$5.9M0.56%5,027CommonNONE
092528843HIMUBLACKROCK ETF TRUST II$5.8M0.55%117,085CommonNONE
09260D107BXBLACKSTONE INC$5.6M0.53%32,858CommonNONE
092528603BINCBLACKROCK ETF TRUST II$5.3M0.51%100,390CommonNONE
931142103WMTWALMART INC$5.1M0.49%49,602CommonNONE
743315103PGRPROGRESSIVE CORP$5.0M0.47%20,162CommonNONE
91913Y100VLOVALERO ENERGY CORP$4.9M0.47%29,017CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4.6M0.44%5,794CommonNONE
921909768VXUSVANGUARD STAR FDS$4.6M0.44%62,299CommonNONE
464288588MBBISHARES TR$4.4M0.42%45,850CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$4.3M0.41%185,664CommonNONE
G25508105CRHCRH PLC$4.1M0.39%33,863CommonNONE
464288281EMBISHARES TR$4.0M0.38%42,246CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.0M0.38%66,216CommonNONE
438516106HONHONEYWELL INTL INC$3.9M0.37%18,694CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.9M0.37%7,842CommonNONE
437076102HDHOME DEPOT INC$3.9M0.37%9,547CommonNONE
46428Q109SLVISHARES SILVER TR$3.7M0.35%87,562CommonNONE
191216100KOCOCA COLA CO$3.7M0.35%55,043CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.6M0.34%28,930CommonNONE
88160R101TSLATESLA INC$3.6M0.34%8,026CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.2M0.31%3,508CommonNONE
060505104BACBANK AMERICA CORP$3.1M0.30%60,279CommonNONE
149123101CATCATERPILLAR INC$3.1M0.29%6,480CommonNONE
464288802SUSAISHARES TR$3.0M0.28%21,797CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.9M0.28%19,097CommonNONE
68389X105ORCLORACLE CORP$2.9M0.28%10,396CommonNONE
580135101MCDMCDONALDS CORP$2.9M0.27%9,486CommonNONE
58933Y105MRKMERCK & CO INC$2.7M0.26%32,559CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.6M0.25%30,259CommonNONE
922908744VTVVANGUARD INDEX FDS$2.6M0.24%13,790CommonNONE
65339F101NEENEXTERA ENERGY INC$2.5M0.24%33,129CommonNONE
464288570DSIISHARES TR$2.5M0.24%19,665CommonNONE
78464A698KRESPDR SERIES TRUST$2.4M0.23%37,604CommonNONE
00724F101ADBEADOBE INC$2.3M0.22%6,595CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.2M0.21%3,795CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$2.1M0.20%21,916CommonNONE
922908553VNQVANGUARD INDEX FDS$2.1M0.20%22,956CommonNONE
855244109SBUXSTARBUCKS CORP$2.1M0.20%24,360CommonNONE
747525103QCOMQUALCOMM INC$2.0M0.19%12,261CommonNONE
26875P101EOGEOG RES INC$2.0M0.19%18,008CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.0M0.19%4,082CommonNONE
46429B697USMVISHARES TR$2.0M0.19%20,654CommonNONE
30231G102XOMEXXON MOBIL CORP$1.9M0.18%17,204CommonNONE
478160104JNJJOHNSON & JOHNSON$1.9M0.18%10,436CommonNONE
79466L302CRMSALESFORCE INC$1.9M0.18%7,926CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.9M0.18%3,732CommonNONE
03073E105CORCENCORA INC$1.7M0.17%5,592CommonNONE
235851102DHRDANAHER CORPORATION$1.7M0.16%8,724CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.7M0.16%21,843CommonNONE
253868103DLRDIGITAL RLTY TR INC$1.6M0.15%9,283CommonNONE
50212V100LPLALPL FINL HLDGS INC$1.6M0.15%4,755CommonNONE
921910733ESGVVANGUARD WORLD FD$1.5M0.15%12,933CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.5M0.14%21,309CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.5M0.14%6,068CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.5M0.14%14,729CommonNONE
29364G103ETRENTERGY CORP NEW$1.5M0.14%15,657CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.4M0.14%6,019CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.4M0.14%26,429CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.4M0.14%7,780CommonNONE
922908736VUGVANGUARD INDEX FDS$1.4M0.13%2,937CommonNONE
98978V103ZTSZOETIS INC$1.3M0.13%9,163CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$1.2M0.12%2,736CommonNONE
922908769VTIVANGUARD INDEX FDS$1.2M0.12%3,754CommonNONE
285512109EAELECTRONIC ARTS INC$1.2M0.12%6,094CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.2M0.12%15,464CommonNONE
17275R102CSCOCISCO SYS INC$1.2M0.11%17,475CommonNONE
98980G102ZSZSCALER INC$1.2M0.11%3,944CommonNONE
969457100WMBWILLIAMS COS INC$1.2M0.11%18,608CommonNONE
78409V104SPGIS&P GLOBAL INC$1.2M0.11%2,422CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.2M0.11%6,911CommonNONE
713448108PEPPEPSICO INC$1.0M0.10%7,386CommonNONE
92204A702VGTVANGUARD WORLD FD$1.0M0.10%1,371CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$985,1370.09%6,089CommonNONE
464287622IWBISHARES TR$960,1160.09%2,627CommonNONE
842587107SOSOUTHERN CO$916,9110.09%9,675CommonNONE
46435G516ESGDISHARES TR$871,0440.08%9,368CommonNONE
833445109SNOWSNOWFLAKE INC$849,8750.08%3,768CommonNONE
902973304USBUS BANCORP DEL$835,8620.08%17,295CommonNONE
25754A201DPZDOMINOS PIZZA INC$831,4680.08%1,926CommonNONE
512807306LRCXLAM RESEARCH CORP$815,2970.08%6,089CommonNONE
464287499IWRISHARES TR$794,2200.08%8,226CommonNONE
166764100CVXCHEVRON CORP NEW$774,1240.07%4,985CommonNONE
464287507IJHISHARES TR$762,0400.07%11,677CommonNONE
231021106CMICUMMINS INC$757,9420.07%1,795CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$745,6400.07%5,595CommonNONE
94106L109WMWASTE MGMT INC DEL$743,8800.07%3,369CommonNONE
46434G863ESGEISHARES INC$743,2630.07%17,118CommonNONE
090043100BILLBILL HOLDINGS INC$742,7980.07%14,023CommonNONE
337738108FISVFISERV INC$728,6480.07%5,652CommonNONE
452308109ITWILLINOIS TOOL WKS INC$686,5700.07%2,633CommonNONE
G29183103ETNEATON CORP PLC$682,5660.06%1,824CommonNONE
172967424CCITIGROUP INC$673,5990.06%6,636CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$671,3410.06%15,901CommonNONE
053332102AZOAUTOZONE INC$669,2770.06%156CommonNONE
98149E303GLDMWORLD GOLD TR$665,9570.06%8,711CommonNONE
78464A870XBISPDR SERIES TRUST$660,9340.06%6,596CommonNONE
464287226AGGISHARES TR$658,1990.06%6,566CommonNONE
64110L106NFLXNETFLIX INC$652,2140.06%544CommonNONE
46434V878ICSHISHARES TR$650,1880.06%12,812CommonNONE
36828A101GEVGE VERNOVA INC$644,1050.06%1,047CommonNONE
617446448MSMORGAN STANLEY$643,5090.06%4,048CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$636,7080.06%6,499CommonNONE
038222105AMATAPPLIED MATLS INC$632,2970.06%3,088CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$629,8180.06%13,198CommonNONE
464287655IWMISHARES TR$625,9510.06%2,587CommonNONE
85254J102STAGSTAG INDL INC$593,6710.06%16,823CommonNONE
46435U663ESMLISHARES TR$586,2190.06%13,004CommonNONE
882508104TXNTEXAS INSTRS INC$577,3930.05%3,143CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$574,4870.05%13,816CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$564,6740.05%9,817CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$556,1840.05%12,998CommonNONE
922908595VBKVANGUARD INDEX FDS$547,9190.05%1,841CommonNONE
89832Q109TFCTRUIST FINL CORP$544,7620.05%11,915CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$519,7080.05%2,587CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$516,5700.05%1,570CommonNONE
G5960L103MDTMEDTRONIC PLC$506,1000.05%5,314CommonNONE
20030N101CMCSACOMCAST CORP NEW$479,1640.05%15,250CommonNONE
464287804IJRISHARES TR$474,9640.05%3,997CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$462,6000.04%17,993CommonNONE
254687106DISDISNEY WALT CO$458,8730.04%4,008CommonNONE
922908629VOVANGUARD INDEX FDS$455,5910.04%1,551CommonNONE
46429B663HDVISHARES TR$453,0650.04%3,700CommonNONE
74347R693ROMPROSHARES TR$448,8310.04%4,844CommonNONE
922908363VOOVANGUARD INDEX FDS$447,6500.04%731CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$443,3710.04%2,055CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$438,3660.04%5,605CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$435,4910.04%13,927CommonNONE
78463V107GLDSPDR GOLD TR$427,2750.04%1,202CommonNONE
921910816MGKVANGUARD WORLD FD$426,1630.04%1,059CommonNONE
464287457SHYISHARES TR$425,6680.04%5,131CommonNONE
002824100ABTABBOTT LABS$423,8680.04%3,165CommonNONE
29250N105ENBENBRIDGE INC$423,6910.04%8,397CommonNONE
78464A631XARSPDR SERIES TRUST$409,5360.04%1,743CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$405,0870.04%4,534CommonNONE
031162100AMGNAMGEN INC$394,8700.04%1,399CommonNONE
922908751VBVANGUARD INDEX FDS$393,6250.04%1,548CommonNONE
247361702DALDELTA AIR LINES INC DEL$385,9000.04%6,800CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$381,9060.04%8,468CommonNONE
29273V100ETENERGY TRANSFER L P$380,7090.04%22,186CommonNONE
655844108NSCNORFOLK SOUTHN CORP$378,3180.04%1,259CommonNONE
464287176TIPISHARES TR$366,8580.03%3,299CommonNONE
464287614IWFISHARES TR$362,2450.03%773CommonNONE
717081103PFEPFIZER INC$362,2350.03%14,216CommonNONE
20825C104COPCONOCOPHILLIPS$360,4420.03%3,811CommonNONE
464287150ITOTISHARES TR$356,8430.03%2,450CommonNONE
025816109AXPAMERICAN EXPRESS CO$355,0790.03%1,069CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$353,5860.03%1,839CommonNONE
375558103GILDGILEAD SCIENCES INC$349,0950.03%3,145CommonNONE
46435G672IAGGISHARES TR$346,6740.03%6,767CommonNONE
697435105PANWPALO ALTO NETWORKS INC$342,2860.03%1,681CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$340,1530.03%63CommonNONE
548661107LOWLOWES COS INC$338,6520.03%1,348CommonNONE
461202103INTUINTUIT$338,6470.03%496CommonNONE
595112103MUMICRON TECHNOLOGY INC$335,6610.03%2,006CommonNONE
65473P105NINISOURCE INC$334,5310.03%7,726CommonNONE
13321L108CCJCAMECO CORP$327,0540.03%3,900CommonNONE
571903202MARMARRIOTT INTL INC NEW$323,7090.03%1,243CommonNONE
770700102HOODROBINHOOD MKTS INC$314,9960.03%2,200CommonNONE
682680103OKEONEOK INC NEW$313,9160.03%4,302CommonNONE
92204A504VHTVANGUARD WORLD FD$311,7800.03%1,201CommonNONE
458140100INTCINTEL CORP$304,8640.03%9,087CommonNONE
464288414MUBISHARES TR$304,6670.03%2,861CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$299,6350.03%1,062CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$290,7930.03%842CommonNONE
48251W104KKRKKR & CO INC$289,6590.03%2,229CommonNONE
78467V103RLYSSGA ACTIVE ETF TR$286,2710.03%9,270CommonNONE
680223104ORIOLD REP INTL CORP$277,0830.03%6,524CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$274,6950.03%1,532CommonNONE
940610108WASHWASHINGTON TR BANCORP INC$272,3930.03%9,425CommonNONE
863667101SYKSTRYKER CORPORATION$268,7490.03%727CommonNONE
46435U861DIVBISHARES TR$266,3180.03%5,097CommonNONE
494368103KMBKIMBERLY-CLARK CORP$264,8720.03%2,130CommonNONE
244199105DEDEERE & CO$261,7420.02%572CommonNONE
464287630IWNISHARES TR$259,0260.02%1,465CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$258,8780.02%882CommonNONE
22822V101CCICROWN CASTLE INC$250,1020.02%2,592CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$249,2380.02%3,006CommonNONE
46434V407SHYGISHARES TR$247,6100.02%5,718CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$246,6610.02%9,950CommonNONE
G54950103LINLINDE PLC$243,2490.02%512CommonNONE
922908512VOEVANGUARD INDEX FDS$242,1420.02%1,387CommonNONE
85208P303URNMSPROTT FDS TR$241,7200.02%4,000CommonNONE
11135E203BNLBROADSTONE NET LEASE INC$241,4770.02%13,513CommonNONE
92204A405VFHVANGUARD WORLD FD$234,5270.02%1,787CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$233,3690.02%5,310CommonNONE
922475108VEEVVEEVA SYS INC$227,0080.02%762CommonNONE
464287549IGMISHARES TR$226,7100.02%1,800CommonNONE
988498101YUMYUM BRANDS INC$225,8590.02%1,486CommonNONE
989701107ZIONZIONS BANCORPORATION N A$224,5290.02%3,968CommonNONE
654106103NKENIKE INC$224,1770.02%3,215CommonNONE
907818108UNPUNION PAC CORP$223,3170.02%945CommonNONE
72201R833MINTPIMCO ETF TR$220,9440.02%2,194CommonNONE
464287481IWPISHARES TR$220,3080.02%1,547CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$219,7140.02%453CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$219,1760.02%374CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$215,8750.02%2,584CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$207,9690.02%881CommonNONE
718172109PMPHILIP MORRIS INTL INC$206,7250.02%1,275CommonNONE
464288224ICLNISHARES TR$206,5850.02%13,345CommonNONE
66987E206NGNOVAGOLD RES INC$88,0000.01%10,000CommonNONE
08975B109BBAIBIGBEAR AI HLDGS INC$65,2000.01%10,000CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$45,4000.00%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.