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Shepherd Financial Partners LLC

Q1 2026 · 13F-HR

Shepherd Financial Partners LLCholdings as filed

Filed 2026-05-11 · accession 0001696628-26-000002

$1.05B
Reported value
240
Positions
2026-03-31
Period end
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The Brief · Shepherd Financial Partners LLC · Q1 2026

AI · grounded in 13F

Shepherd Financial Partners LLC increased its position in IAGG by 1788.9173%. The fund also established a new position in GOVT valued at $10.3M and grew its holding in PZA by 109.8225%. Conversely, the fund trimmed several holdings, reducing shares of EMB by 94.8884% and SLV by 94.049%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSTATE STR SPDR S&P 500 ETF T$66.1M6.27%101,693CommonNONE
78464A805SPTMSPDR SERIES TRUST$59.0M5.60%746,648CommonNONE
46432F842IEFAISHARES TR$53.1M5.04%586,787CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$48.3M4.59%831,001CommonNONE
464287200IVVISHARES TR$44.3M4.20%67,819CommonNONE
78464A508SPYVSPDR SERIES TRUST$40.3M3.83%712,981CommonNONE
78464A409SPYGSPDR SERIES TRUST$39.7M3.76%405,208CommonNONE
46434G103IEMGISHARES INC$37.6M3.57%538,869CommonNONE
037833100AAPLAPPLE INC$33.4M3.17%131,636CommonNONE
78464A664SPTLSPDR SERIES TRUST$26.7M2.54%1,016,514CommonNONE
46432F339QUALISHARES TR$24.4M2.32%127,412CommonNONE
09290C780BAIBLACKROCK ETF TRUST$20.5M1.95%622,968CommonNONE
78468R853SPSMSPDR SERIES TRUST$18.2M1.72%376,271CommonNONE
78464A847SPMDSPDR SERIES TRUST$17.5M1.66%295,835CommonNONE
023135106AMZNAMAZON COM INC$17.3M1.65%83,268CommonNONE
02079K107GOOGALPHABET INC$17.3M1.64%60,409CommonNONE
67066G104NVDANVIDIA CORPORATION$16.7M1.59%95,891CommonNONE
37960A529SHLDGLOBAL X FDS$16.2M1.54%228,543CommonNONE
46432F396MTUMISHARES TR$15.0M1.42%62,582CommonNONE
594918104MSFTMICROSOFT CORP$14.9M1.42%40,366CommonNONE
46625H100JPMJPMORGAN CHASE & CO$13.6M1.29%46,314CommonNONE
09290C806THROBLACKROCK ETF TRUST$13.3M1.27%368,219CommonNONE
464287648IWOISHARES TR$12.8M1.21%40,801CommonNONE
922908611VBRVANGUARD INDEX FDS$11.8M1.12%54,253CommonNONE
464285204IAUISHARES GOLD TR$11.7M1.11%132,862CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$11.4M1.08%85,639CommonNONE
46429B267GOVTISHARES TR$10.3M0.98%450,018CommonNONE
46434V621DGROISHARES TR$10.0M0.95%142,575CommonNONE
11135F101AVGOBROADCOM INC$10.0M0.95%32,191CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$9.8M0.93%424,429CommonNONE
02079K305GOOGLALPHABET INC$9.3M0.88%32,338CommonNONE
75513E101RTXRTX CORPORATION$9.2M0.87%47,466CommonNONE
532457108LLYELI LILLY & CO$8.9M0.85%9,699CommonNONE
46090E103QQQINVESCO QQQ TR$7.7M0.73%13,377CommonNONE
92826C839VVISA INC$7.6M0.72%25,124CommonNONE
91913Y100VLOVALERO ENERGY CORP$7.1M0.67%28,620CommonNONE
78464A854SPYMSPDR SERIES TRUST$6.7M0.64%87,529CommonNONE
30303M102METAMETA PLATFORMS INC$6.5M0.61%11,330CommonNONE
46435G672IAGGISHARES TR$6.3M0.60%125,443CommonNONE
931142103WMTWALMART INC$6.2M0.59%49,989CommonNONE
00287Y109ABBVABBVIE INC$5.7M0.54%26,225CommonNONE
539830109LMTLOCKHEED MARTIN CORP$5.6M0.53%9,233CommonNONE
921909768VXUSVANGUARD STAR FDS$5.6M0.53%72,040CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$5.4M0.51%6,360CommonNONE
09290D101BLKBLACKROCK INC$4.8M0.45%4,976CommonNONE
464288588MBBISHARES TR$4.7M0.44%49,105CommonNONE
149123101CATCATERPILLAR INC$4.6M0.43%6,425CommonNONE
438516106HONHONEYWELL INTL INC$4.2M0.40%18,623CommonNONE
30231G102XOMEXXON MOBIL CORP$4.2M0.40%24,684CommonNONE
191216100KOCOCA COLA CO$4.1M0.39%54,494CommonNONE
58933Y105MRKMERCK & CO INC$4.0M0.38%32,906CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.9M0.37%20,408CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3.9M0.37%60,565CommonNONE
G25508105CRHCRH PLC$3.8M0.36%35,679CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.7M0.35%28,272CommonNONE
88160R101TSLATESLA INC$3.6M0.34%9,697CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$3.5M0.33%3,472CommonNONE
464287721IYWISHARES TR$3.4M0.33%18,957CommonNONE
743315103PGRPROGRESSIVE CORP$3.4M0.33%17,339CommonNONE
09260D107BXBLACKSTONE INC$3.3M0.31%28,775CommonNONE
092528843HIMUBLACKROCK ETF TRUST II$3.3M0.31%68,778CommonNONE
437076102HDHOME DEPOT INC$3.0M0.29%9,137CommonNONE
65339F101NEENEXTERA ENERGY INC$3.0M0.28%32,069CommonNONE
060505104BACBANK AMERICA CORP$2.9M0.28%60,403CommonNONE
580135101MCDMCDONALDS CORP$2.9M0.27%9,298CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.8M0.26%60,370CommonNONE
922908744VTVVANGUARD INDEX FDS$2.7M0.26%13,806CommonNONE
464288802SUSAISHARES TR$2.7M0.25%20,325CommonNONE
742718109PGPROCTER & GAMBLE CO$2.6M0.25%18,261CommonNONE
26875P101EOGEOG RES INC$2.5M0.24%17,587CommonNONE
478160104JNJJOHNSON & JOHNSON$2.5M0.23%10,122CommonNONE
464288570DSIISHARES TR$2.3M0.22%18,877CommonNONE
78464A698KRESPDR SERIES TRUST$2.3M0.22%35,044CommonNONE
464287101OEFISHARES TR$2.1M0.20%6,730CommonNONE
855244109SBUXSTARBUCKS CORP$2.1M0.20%23,763CommonNONE
464287457SHYISHARES TR$2.1M0.20%25,751CommonNONE
46429B697USMVISHARES TR$1.9M0.18%20,344CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.8M0.17%3,676CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.8M0.17%21,809CommonNONE
922908769VTIVANGUARD INDEX FDS$1.8M0.17%5,531CommonNONE
29364G103ETRENTERGY CORP NEW$1.8M0.17%15,655CommonNONE
922908553VNQVANGUARD INDEX FDS$1.8M0.17%19,739CommonNONE
03073E105CORCENCORA INC$1.7M0.16%5,441CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.7M0.16%15,087CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.16%3,560CommonNONE
235851102DHRDANAHER CORP DEL$1.7M0.16%8,749CommonNONE
464288679SHVISHARES TR$1.6M0.15%14,624CommonNONE
253868103DLRDIGITAL RLTY TR INC$1.6M0.15%8,832CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.6M0.15%4,072CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.5M0.15%20,439CommonNONE
031162100AMGNAMGEN INC$1.5M0.14%4,300CommonNONE
747525103QCOMQUALCOMM INC$1.5M0.14%11,698CommonNONE
921910733ESGVVANGUARD WORLD FD$1.5M0.14%12,933CommonNONE
50212V100LPLALPL FINL HLDGS INC$1.4M0.14%4,755CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.4M0.13%25,904CommonNONE
969457100WMBWILLIAMS COS INC$1.4M0.13%19,062CommonNONE
17275R102CSCOCISCO SYS INC$1.4M0.13%17,411CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$1.3M0.12%20,871CommonNONE
922908736VUGVANGUARD INDEX FDS$1.3M0.12%2,975CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.3M0.12%11,864CommonNONE
68389X105ORCLORACLE CORP$1.3M0.12%8,738CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.2M0.11%5,915CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.2M0.11%3,528CommonNONE
79466L302CRMSALESFORCE INC$1.2M0.11%6,299CommonNONE
166764100CVXCHEVRON CORPORATION$1.2M0.11%5,628CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.2M0.11%7,889CommonNONE
713448108PEPPEPSICO INC$1.1M0.11%7,320CommonNONE
56585A102MPCMARATHON PETE CORP$1.1M0.10%4,507CommonNONE
038222105AMATAPPLIED MATLS INC$1.1M0.10%3,153CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.1M0.10%6,680CommonNONE
36828A101GEVGE VERNOVA INC$1.0M0.10%1,152CommonNONE
78409V104SPGIS&P GLOBAL INC$993,3390.09%2,335CommonNONE
00724F101ADBEADOBE INC$985,2050.09%4,053CommonNONE
921937827BSVVANGUARD BD INDEX FDS$969,6820.09%12,367CommonNONE
092528603BINCBLACKROCK ETF TRUST II$966,3950.09%18,610CommonNONE
92204A702VGTVANGUARD WORLD FD$957,3240.09%1,372CommonNONE
464287622IWBISHARES TR$936,6820.09%2,627CommonNONE
46435G516ESGDISHARES TR$935,9930.09%9,789CommonNONE
231021106CMICUMMINS INC$921,1430.09%1,712CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$905,2600.09%2,736CommonNONE
902973304USBUS BANCORP$893,2400.08%17,174CommonNONE
G3323L100FNFABRINET$887,6320.08%1,702CommonNONE
464287515IGVISHARES TR$886,7150.08%11,077CommonNONE
842587107SOSOUTHERN CO$866,1820.08%8,974CommonNONE
512807306LRCXLAM RESEARCH CORP$853,8080.08%3,996CommonNONE
98149E303GLDMWORLD GOLD TR$845,1490.08%9,118CommonNONE
464287226AGGISHARES TR$801,4220.08%8,073CommonNONE
464287507IJHISHARES TR$788,5490.07%11,677CommonNONE
464287499IWRISHARES TR$763,7420.07%7,855CommonNONE
78464A870XBISPDR SERIES TRUST$762,9220.07%5,973CommonNONE
172967424CCITIGROUP INC$727,1190.07%6,411CommonNONE
94106L109WMWASTE MGMT INC DEL$717,0300.07%3,120CommonNONE
46434G863ESGEISHARES INC$706,1380.07%15,530CommonNONE
464287556IBBISHARES TR$694,1590.07%4,111CommonNONE
46435U663ESMLISHARES TR$676,9490.06%14,397CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$676,4930.06%15,438CommonNONE
25754A201DPZDOMINOS PIZZA INC$668,6680.06%1,864CommonNONE
20825C104COPCONOCOPHILLIPS$667,4420.06%5,056CommonNONE
617446448MSMORGAN STANLEY$666,5660.06%4,050CommonNONE
452308109ITWILLINOIS TOOL WKS INC$661,4070.06%2,541CommonNONE
040413205ANETARISTA NETWORKS INC$655,2780.06%5,337CommonNONE
G29183103ETNEATON CORP PLC$652,2650.06%1,824CommonNONE
464287655IWMISHARES TR$641,5760.06%2,587CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$617,2030.06%13,205CommonNONE
85254J102STAGSTAG INDUSTRIAL INC$613,9950.06%17,027CommonNONE
882508104TXNTEXAS INSTRS INC$601,5340.06%3,098CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$593,3580.06%12,998CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$568,4300.05%9,279CommonNONE
922908595VBKVANGUARD INDEX FDS$560,3710.05%1,854CommonNONE
89832Q109TFCTRUIST FINL CORP$557,0610.05%12,118CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$545,0400.05%9,817CommonNONE
090043100BILLBILL HOLDINGS INC$537,0810.05%14,023CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$533,4480.05%14,097CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$527,3300.05%855CommonNONE
053332102AZOAUTOZONE INC$523,5560.05%155CommonNONE
64110L106NFLXNETFLIX INC.$521,0470.05%5,419CommonNONE
98980G102ZSZSCALER INC$514,5850.05%3,668CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$495,9030.05%2,383CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$480,2780.05%11,965CommonNONE
46429B663HDVISHARES TR$473,6630.04%3,490CommonNONE
G5960L103MDTMEDTRONIC PLC$460,8880.04%5,319CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$460,6690.04%2,323CommonNONE
29250N105ENBENBRIDGE INC$456,1930.04%8,426CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$454,3050.04%18,100CommonNONE
78464A631XARSPDR SERIES TRUST$442,6870.04%1,743CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$442,4020.04%2,057CommonNONE
375558103GILDGILEAD SCIENCES INC$438,0400.04%3,143CommonNONE
247361702DALDELTA AIR LINES INC$436,7070.04%6,569CommonNONE
464287804IJRISHARES TR$435,3340.04%3,502CommonNONE
458140100INTCINTEL CORP$432,5090.04%9,801CommonNONE
20030N101CMCSACOMCAST CORP NEW$426,0260.04%14,839CommonNONE
922908363VOOVANGUARD INDEX FDS$423,0660.04%708CommonNONE
921910816MGKVANGUARD WORLD FD$418,5140.04%1,139CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$413,8760.04%5,231CommonNONE
548661107LOWLOWES COS INC$411,7290.04%1,743CommonNONE
78463V107GLDSPDR GOLD TR$409,2060.04%951CommonNONE
922908751VBVANGUARD INDEX FDS$405,4520.04%1,548CommonNONE
717081103PFEPFIZER INC$394,0240.04%14,032CommonNONE
78467V103RLYSSGA ACTIVE ETF TR$385,8240.04%10,673CommonNONE
29273V100ETENERGY TRANSFER L P$383,8200.04%19,887CommonNONE
571903202MARMARRIOTT INTL INC NEW$380,2120.04%1,162CommonNONE
74347R693ROMPROSHARES TR$379,7700.04%4,844CommonNONE
254687106DISDISNEY WALT CO$373,9200.04%3,880CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$372,3270.04%1,333CommonNONE
464287150ITOTISHARES TR$368,8940.03%2,590CommonNONE
655844108NSCNORFOLK SOUTHN CORP$361,0360.03%1,258CommonNONE
65473P105NINISOURCE INC$359,7900.03%7,711CommonNONE
922908629VOVANGUARD INDEX FDS$357,5390.03%1,245CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$348,0790.03%4,570CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$346,7810.03%1,026CommonNONE
464287176TIPISHARES TR$345,7560.03%3,133CommonNONE
55374X208MSIFMSC INCOME FUND INC$343,3180.03%28,187CommonNONE
46434V878ICSHISHARES TR$332,2190.03%6,563CommonNONE
92204A504VHTVANGUARD WORLD FD$327,0690.03%1,201CommonNONE
025816109AXPAMERICAN EXPRESS CO$326,0740.03%1,078CommonNONE
002824100ABTABBOTT LABORATORIES$323,8080.03%3,154CommonNONE
244199105DEDEERE & CO$323,4670.03%574CommonNONE
833445109SNOWSNOWFLAKE INC$318,2270.03%2,110CommonNONE
46428Q109SLVISHARES SILVER TR$316,7150.03%4,648CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$312,2480.03%2,802CommonNONE
03027X100AMTAMERICAN TOWER CORP$308,4150.03%1,787CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$307,6810.03%1,532CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$307,2810.03%7,998CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$304,3520.03%6,063CommonNONE
464288414MUBISHARES TR$297,3260.03%2,801CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$289,1190.03%738CommonNONE
697435105PANWPALO ALTO NETWORKS INC$277,9950.03%1,734CommonNONE
46435U861DIVBISHARES TR$274,9830.03%5,097CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$271,4410.03%3,012CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$265,2500.03%63CommonNONE
922908512VOEVANGUARD INDEX FDS$263,7040.03%1,431CommonNONE
680223104ORIOLD REP INTL CORP$263,0230.02%6,592CommonNONE
464288513HYGISHARES TR$261,7520.02%3,290CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$259,0190.02%4,271CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$257,7940.02%3,584CommonNONE
464287630IWNISHARES TR$257,6540.02%1,359CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$257,1620.02%1,061CommonNONE
G54950103LINLINDE PLC$252,4810.02%509CommonNONE
11135E203BNLBROADSTONE NET LEASE INC$246,8830.02%13,513CommonNONE
46434V407SHYGISHARES TR$243,1470.02%5,747CommonNONE
863667101SYKSTRYKER CORPORATION$238,8870.02%727CommonNONE
988498101YUMYUM BRANDS INC$232,0560.02%1,493CommonNONE
55336V100MPLXMPLX LP$230,7010.02%4,042CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$227,4810.02%376CommonNONE
464288224ICLNISHARES TR$227,4750.02%12,437CommonNONE
907818108UNPUNION PAC CORP$226,0730.02%932CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$222,6640.02%453CommonNONE
92204A405VFHVANGUARD WORLD FD$215,8880.02%1,787CommonNONE
464287549IGMISHARES TR$213,3180.02%1,800CommonNONE
989701107ZIONZIONS BANCORPORATION NATL AS$212,6590.02%3,691CommonNONE
464287614IWFISHARES TR$212,3470.02%498CommonNONE
872540109TJXTJX COS INC NEW$211,9220.02%1,327CommonNONE
22822V101CCICROWN CASTLE INC$210,7560.02%2,592CommonNONE
718172109PMPHILIP MORRIS INTL INC$210,7260.02%1,275CommonNONE
464288281EMBISHARES TR$205,1440.02%2,184CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$202,0430.02%296CommonNONE
66987E206NGNOVAGOLD RESOURCES INC$89,8000.01%10,000CommonNONE
44916Y106PURRHYPERLIQUID STRATEGIES INC$50,9000.00%10,000CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$50,3000.00%10,000CommonNONE
08975B109BBAIBIGBEAR AI HLDGS INC$35,2000.00%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.