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Institutional

Shepherd Financial Partners LLC

CIK 0001696628
$1.05B
Reported AUM
240
Positions
Q1 2026
Period
2026-05-11
Filed

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%.

Portfolio · Q1 2026

SPY$66.1MSPTM$59.0MIEFA$53.1MDYNFIVVSPYVSPYGIEMGAAPLSPTLQUALBAIOther$560.5MSL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$744.520.38%20.62%75.74%$66.1M6.27%HELD
2SPTMSPDR SERIES TRUST$90.450.31%21.12%73.84%$59.0M5.60%HELD
3IEFAISHARES TR$98.12-0.76%25.38%51.77%$53.1M5.04%HELD
4DYNFBLACKROCK ETF TRUST$67.320.59%22.68%93.86%$48.3M4.59%HELD
5IVVISHARES TR$748.380.43%20.75%76.27%$44.3M4.20%HELD
6SPYVSPDR SERIES TRUST$61.95-0.34%21.47%69.93%$40.3M3.83%HELD
7SPYGSPDR SERIES TRUST$116.671.03%21.22%78.41%$39.7M3.76%HELD
8IEMGISHARES INC$77.760.92%31.92%39.04%$37.6M3.57%HELD
9AAPLAPPLE INC$300.58-9.85%65.41%124.96%$33.4M3.17%HELD
10SPTLSPDR SERIES TRUST$25.03-0.85%-1.90%-30.76%$26.7M2.54%HELD
11QUALISHARES TR$218.86-0.03%21.21%64.41%$24.4M2.32%HELD
12BAIBLACKROCK ETF TRUST$41.611.29%39.58%60.37%$20.5M1.95%HELD
13SPSMSPDR SERIES TRUST$56.53-0.06%36.02%40.62%$18.2M1.72%HELD
14SPMDSPDR SERIES TRUST$66.030.00%22.96%47.38%$17.5M1.66%HELD
15AMZNAMAZON COM INC$270.9715.06%9.66%35.70%$17.3M1.65%HELD
16GOOGALPHABET INC$353.205.85%76.17%131.42%$17.3M1.64%HELD
17NVDANVIDIA CORPORATION$198.081.56%12.42%774.16%$16.7M1.59%HELD
18SHLDGLOBAL X FDS$63.100.53%3.69%149.29%$16.2M1.54%HELD
19MTUMISHARES TR$301.680.97%27.11%75.03%$15.0M1.42%HELD
20MSFTMICROSOFT CORP$463.942.85%-13.24%55.41%$14.9M1.42%HELD
21JPMJPMORGAN CHASE & CO$353.690.81%23.57%148.58%$13.6M1.29%HELD
22THROBLACKROCK ETF TRUST$42.490.63%19.58%81.63%$13.3M1.27%HELD
23IWOISHARES TR$370.92-0.69%30.74%25.13%$12.8M1.21%HELD
24VBRVANGUARD INDEX FDS$244.80-0.13%27.75%56.02%$11.8M1.12%HELD
25IAUISHARES GOLD TR$76.13-1.51%22.14%123.86%$11.7M1.11%HELD
26XLKSELECT SECTOR SPDR TR$175.12-0.35%37.13%129.18%$11.4M1.08%HELD
27GOVTISHARES TR$22.42-0.38%0.98%-4.57%$10.3M0.98%HELD
28DGROISHARES TR$78.02-0.27%24.14%65.32%$10.0M0.95%HELD
29AVGOBROADCOM INC$388.140.08%35.65%758.72%$10.0M0.95%HELD
30PZAINVESCO EXCH TRADED FD TR II$22.83-0.20%6.64%-2.05%$9.8M0.93%HELD
31GOOGLALPHABET INC$354.586.27%$9.3M0.88%HELD
32RTXRTX CORPORATION$215.150.36%$9.2M0.87%HELD
33LLYELI LILLY & CO$1143.39-1.00%$8.9M0.85%HELD
34QQQINVESCO QQQ TR$687.040.51%$7.7M0.73%HELD
35VVISA INC$365.17-0.30%$7.6M0.72%HELD
36VLOVALERO ENERGY CORP$307.65-1.30%$7.1M0.67%HELD
37SPYMSPDR SERIES TRUST$87.680.42%$6.7M0.64%HELD
38METAMETA PLATFORMS INC$549.421.93%$6.5M0.61%HELD
39IAGGISHARES TR$49.72-0.21%$6.3M0.60%HELD
40WMTWALMART INC$111.480.34%$6.2M0.59%HELD
41ABBVABBVIE INC$252.51-1.90%$5.7M0.54%HELD
42LMTLOCKHEED MARTIN CORP$580.381.09%$5.6M0.53%HELD
43VXUSVANGUARD STAR FDS$84.63-0.17%$5.6M0.53%HELD
44GSGOLDMAN SACHS GROUP INC$1023.00-0.18%$5.4M0.51%HELD
45BLKBLACKROCK INC$1094.94-0.31%$4.8M0.45%HELD
46MBBISHARES TR$92.88-0.44%$4.7M0.44%HELD
47CATCATERPILLAR INC$819.581.29%$4.6M0.43%HELD
48HONHONEYWELL INTL INC$243.380.61%$4.2M0.40%HELD
49XOMEXXON MOBIL CORP$153.96-1.92%$4.2M0.40%HELD
50KOCOCA COLA CO$87.33-1.31%$4.1M0.39%HELD
51MRKMERCK & CO INC$130.790.77%$4.0M0.38%HELD
52RSPINVESCO EXCHANGE TRADED FD T$215.07-0.14%$3.9M0.37%HELD
53VEAVANGUARD TAX-MANAGED FDS$70.71-0.53%$3.9M0.37%HELD
54CRHCRH PLC$95.93-0.07%$3.8M0.36%HELD
55DUKDUKE ENERGY CORP NEW$125.92-0.28%$3.7M0.35%HELD
56TSLATESLA INC$309.490.21%$3.6M0.34%HELD
57COSTCOSTCO WHOLESALE CORPORATION$950.54-0.38%$3.5M0.33%HELD
58IYWISHARES TR$237.210.11%$3.4M0.33%HELD
59PGRPROGRESSIVE CORP$213.04-0.11%$3.4M0.33%HELD
60BXBLACKSTONE INC$128.870.62%$3.3M0.31%HELD
61HIMUBLACKROCK ETF TRUST II$48.50-0.21%$3.3M0.31%HELD
62HDHOME DEPOT INC$331.52-0.55%$3.0M0.29%HELD
63NEENEXTERA ENERGY INC$87.82-0.13%$3.0M0.28%HELD
64BACBANK AMERICA CORP$62.180.73%$2.9M0.28%HELD
65MCDMCDONALDS CORP$269.340.34%$2.9M0.27%HELD
66XLUSELECT SECTOR SPDR TR$44.58-0.18%$2.8M0.26%HELD
67VTVVANGUARD INDEX FDS$220.26-0.13%$2.7M0.26%HELD
68SUSAISHARES TR$152.85-0.01%$2.7M0.25%HELD
69PGPROCTER & GAMBLE CO$143.82-0.10%$2.6M0.25%HELD
70EOGEOG RES INC$146.490.68%$2.5M0.24%HELD
71JNJJOHNSON & JOHNSON$257.670.72%$2.5M0.23%HELD
72DSIISHARES TR$141.271.17%$2.3M0.22%HELD
73KRESPDR SERIES TRUST$76.120.30%$2.3M0.22%HELD
74OEFISHARES TR$367.120.42%$2.1M0.20%HELD
75SBUXSTARBUCKS CORP$104.93-0.87%$2.1M0.20%HELD
76SHYISHARES TR$81.94-0.08%$2.1M0.20%HELD
77USMVISHARES TR$97.870.03%$1.9M0.18%HELD
78MAMASTERCARD INCORPORATED$571.41-1.03%$1.8M0.17%HELD
79XLPSELECT SECTOR SPDR TR$85.16-0.37%$1.8M0.17%HELD
80VTIVANGUARD INDEX FDS$367.540.35%$1.8M0.17%HELD
81ETRENTERGY CORP NEW$108.340.29%$1.8M0.17%HELD
82VNQVANGUARD INDEX FDS$99.07-0.42%$1.8M0.17%HELD
83CORCENCORA INC$311.30-0.30%$1.7M0.16%HELD
84EDCONSOLIDATED EDISON INC$109.720.05%$1.7M0.16%HELD
85BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.16%HELD
86DHRDANAHER CORP DEL$195.64-0.27%$1.7M0.16%HELD
87SHVISHARES TR$110.400.03%$1.6M0.15%HELD
88DLRDIGITAL RLTY TR INC$191.25-1.00%$1.6M0.15%HELD
89CRWDCROWDSTRIKE HLDGS INC$188.231.63%$1.6M0.15%HELD
90VEUVANGUARD INTL EQUITY INDEX F$82.86-0.20%$1.5M0.15%HELD
91AMGNAMGEN INC$382.93-1.22%$1.5M0.14%HELD
92QCOMQUALCOMM INC$148.82-1.83%$1.5M0.14%HELD
93ESGVVANGUARD WORLD FD$131.530.30%$1.5M0.14%HELD
94LPLALPL FINL HLDGS INC$350.323.29%$1.4M0.14%HELD
95VWOVANGUARD INTL EQUITY INDEX F$58.740.94%$1.4M0.13%HELD
96WMBWILLIAMS COS INC$71.030.17%$1.4M0.13%HELD
97CSCOCISCO SYS INC$115.561.76%$1.4M0.13%HELD
98BSXBOSTON SCIENTIFIC CORP$45.45-1.20%$1.3M0.12%HELD
99VUGVANGUARD INDEX FDS$84.740.55%$1.3M0.12%HELD
100XLYSELECT SECTOR SPDR TR$115.903.12%$1.3M0.12%HELD
101ORCLORACLE CORP$1.3M0.12%HELD
102AMDADVANCED MICRO DEVICES INC$1.2M0.11%HELD
103MUMICRON TECHNOLOGY INC$1.2M0.11%HELD
104CRMSALESFORCE INC$1.2M0.11%HELD
105CVXCHEVRON CORPORATION$1.2M0.11%HELD
106PLTRPALANTIR TECHNOLOGIES INC$1.2M0.11%HELD
107PEPPEPSICO INC$1.1M0.11%HELD
108MPCMARATHON PETE CORP$1.1M0.10%HELD
109AMATAPPLIED MATLS INC$1.1M0.10%HELD
110ICEINTERCONTINENTAL EXCHANGE IN$1.1M0.10%HELD
111GEVGE VERNOVA INC$1.0M0.10%HELD
112SPGIS&P GLOBAL INC$993K0.09%HELD
113ADBEADOBE INC$985K0.09%HELD
114BSVVANGUARD BD INDEX FDS$970K0.09%HELD
115BINCBLACKROCK ETF TRUST II$966K0.09%HELD
116VGTVANGUARD WORLD FD$957K0.09%HELD
117IWBISHARES TR$937K0.09%HELD
118ESGDISHARES TR$936K0.09%HELD
119CMICUMMINS INC$921K0.09%HELD
120ALNYALNYLAM PHARMACEUTICALS INC$905K0.09%HELD
121USBUS BANCORP$893K0.08%HELD
122FNFABRINET$888K0.08%HELD
123IGVISHARES TR$887K0.08%HELD
124SOSOUTHERN CO$866K0.08%HELD
125LRCXLAM RESEARCH CORP$854K0.08%HELD
126GLDMWORLD GOLD TR$845K0.08%HELD
127AGGISHARES TR$801K0.08%HELD
128IJHISHARES TR$789K0.07%HELD
129IWRISHARES TR$764K0.07%HELD
130XBISPDR SERIES TRUST$763K0.07%HELD
131CCITIGROUP INC$727K0.07%HELD
132WMWASTE MGMT INC DEL$717K0.07%HELD
133ESGEISHARES INC$706K0.07%HELD
134IBBISHARES TR$694K0.07%HELD
135ESMLISHARES TR$677K0.06%HELD
136OHIOMEGA HEALTHCARE INVS INC$676K0.06%HELD
137DPZDOMINOS PIZZA INC$669K0.06%HELD
138COPCONOCOPHILLIPS$667K0.06%HELD
139MSMORGAN STANLEY$667K0.06%HELD
140ITWILLINOIS TOOL WKS INC$661K0.06%HELD
141ANETARISTA NETWORKS INC$655K0.06%HELD
142ETNEATON CORP PLC$652K0.06%HELD
143IWMISHARES TR$642K0.06%HELD
144RPGINVESCO EXCHANGE TRADED FD T$617K0.06%HELD
145STAGSTAG INDUSTRIAL INC$614K0.06%HELD
146TXNTEXAS INSTRS INC$602K0.06%HELD
147SPDWSPDR INDEX SHS FDS$593K0.06%HELD
148XLESELECT SECTOR SPDR TR$568K0.05%HELD
149VBKVANGUARD INDEX FDS$560K0.05%HELD
150TFCTRUIST FINL CORP$557K0.05%HELD
151JEPQJ P MORGAN EXCHANGE TRADED F$545K0.05%HELD
152BILLBILL HOLDINGS INC$537K0.05%HELD
153EPDENTERPRISE PRODS PARTNERS L$533K0.05%HELD
154MDYSTATE STR SPDR S&P MIDCAP 40$527K0.05%HELD
155AZOAUTOZONE INC$524K0.05%HELD
156NFLXNETFLIX INC.$521K0.05%HELD
157ZSZSCALER INC$515K0.05%HELD
158PNCPNC FINL SVCS GROUP INC$496K0.05%HELD
159SRLNSSGA ACTIVE ETF TR$480K0.05%HELD
160HDVISHARES TR$474K0.04%HELD
161MDTMEDTRONIC PLC$461K0.04%HELD
162ACNACCENTURE PLC IRELAND$461K0.04%HELD
163ENBENBRIDGE INC$456K0.04%HELD
164SCHBSCHWAB STRATEGIC TR$454K0.04%HELD
165XARSPDR SERIES TRUST$443K0.04%HELD
166VIGVANGUARD SPECIALIZED FUNDS$442K0.04%HELD
167GILDGILEAD SCIENCES INC$438K0.04%HELD
168DALDELTA AIR LINES INC$437K0.04%HELD
169IJRISHARES TR$435K0.04%HELD
170INTCINTEL CORP$433K0.04%HELD
171CMCSACOMCAST CORP NEW$426K0.04%HELD
172VOOVANGUARD INDEX FDS$423K0.04%HELD
173MGKVANGUARD WORLD FD$419K0.04%HELD
174KBWBINVESCO EXCH TRADED FD TR II$414K0.04%HELD
175LOWLOWES COS INC$412K0.04%HELD
176GLDSPDR GOLD TR$409K0.04%HELD
177VBVANGUARD INDEX FDS$405K0.04%HELD
178PFEPFIZER INC$394K0.04%HELD
179RLYSSGA ACTIVE ETF TR$386K0.04%HELD
180ETENERGY TRANSFER L P$384K0.04%HELD
181MARMARRIOTT INTL INC NEW$380K0.04%HELD
182ROMPROSHARES TR$380K0.04%HELD
183DISDISNEY WALT CO$374K0.04%HELD
184CEGCONSTELLATION ENERGY CORP$372K0.04%HELD
185ITOTISHARES TR$369K0.03%HELD
186NSCNORFOLK SOUTHN CORP$361K0.03%HELD
187NINISOURCE INC$360K0.03%HELD
188VOVANGUARD INDEX FDS$358K0.03%HELD
189SOLSSOLSTICE ADVANCED MATLS INC$348K0.03%HELD
190TSMTAIWAN SEMICONDUCTOR MANUFAC$347K0.03%HELD
191TIPISHARES TR$346K0.03%HELD
192MSIFMSC INCOME FUND INC$343K0.03%HELD
193ICSHISHARES TR$332K0.03%HELD
194VHTVANGUARD WORLD FD$327K0.03%HELD
195AXPAMERICAN EXPRESS CO$326K0.03%HELD
196ABTABBOTT LABORATORIES$324K0.03%HELD
197DEDEERE & CO$323K0.03%HELD
198SNOWSNOWFLAKE INC$318K0.03%HELD
199SLVISHARES SILVER TR$317K0.03%HELD
200APOAPOLLO GLOBAL MGMT INC$312K0.03%HELD
201AMTAMERICAN TOWER CORP$308K0.03%HELD
202FBTFIRST TR EXCHANGE-TRADED FD$308K0.03%HELD
203IBITISHARES BITCOIN TRUST ETF$307K0.03%HELD
204VZVERIZON COMMUNICATIONS INC$304K0.03%HELD
205MUBISHARES TR$297K0.03%HELD
206STXSEAGATE TECHNOLOGY HLDNGS PL$289K0.03%HELD
207PANWPALO ALTO NETWORKS INC$278K0.03%HELD
208DIVBISHARES TR$275K0.03%HELD
209PFGPRINCIPAL FINANCIAL GROUP IN$271K0.03%HELD
210BKNGBOOKING HOLDINGS INC$265K0.03%HELD
211VOEVANGUARD INDEX FDS$264K0.03%HELD
212ORIOLD REP INTL CORP$263K0.02%HELD
213HYGISHARES TR$262K0.02%HELD
214BMYBRISTOL-MYERS SQUIBB CO$259K0.02%HELD
215UBERUBER TECHNOLOGIES INC$258K0.02%HELD
216IWNISHARES TR$258K0.02%HELD
217IBMINTERNATIONAL BUSINESS MACHS$257K0.02%HELD
218LINLINDE PLC$252K0.02%HELD
219BNLBROADSTONE NET LEASE INC$247K0.02%HELD
220SHYGISHARES TR$243K0.02%HELD
221SYKSTRYKER CORPORATION$239K0.02%HELD
222YUMYUM BRANDS INC$232K0.02%HELD
223MPLXMPLX LP$231K0.02%HELD
224TDYTELEDYNE TECHNOLOGIES INC$227K0.02%HELD
225ICLNISHARES TR$227K0.02%HELD
226UNPUNION PAC CORP$226K0.02%HELD
227TMOTHERMO FISHER SCIENTIFIC INC$223K0.02%HELD
228VFHVANGUARD WORLD FD$216K0.02%HELD
229IGMISHARES TR$213K0.02%HELD
230ZIONZIONS BANCORPORATION NATL AS$213K0.02%HELD
231IWFISHARES TR$212K0.02%HELD
232TJXTJX COS INC NEW$212K0.02%HELD
233CCICROWN CASTLE INC$211K0.02%HELD
234PMPHILIP MORRIS INTL INC$211K0.02%HELD
235EMBISHARES TR$205K0.02%HELD
236NOCNORTHROP GRUMMAN CORP$202K0.02%HELD
237NGNOVAGOLD RESOURCES INC$90K0.01%HELD
238PURRHYPERLIQUID STRATEGIES INC$51K0.00%HELD
239LYGLLOYDS BANKING GROUP PLC$50K0.00%HELD
240BBAIBIGBEAR AI HLDGS INC$35K0.00%HELD

Source: SEC EDGAR · accession 0001696628-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.