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Henderson Brothers Financial Partners LLC

Portfolio Manager
Henderson Brothers Financial Partners LLC
Performance
+0.00% (2026 Q1)
AUM (13F)
$394.86M
# of Holdings
105
Performance Rank
Allocation (Top 20)
82.04%

Henderson Brothers Financial Partners LLC Holdings Map

Top 50 Henderson Brothers Financial Partners LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FBND
FIDELITY MERRIMACK STR TR
18.56%1.61M$73.3Mnew2025-Q1: 738.4K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.61M shares
$45.57(-0.22%)
2026-03-31
SPYM
SPDR SERIES TRUST
8.53%439.9K$33.7Mnew2025-Q1: 409.1K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 439.9K shares
$68.12(+28.69%)
2026-03-31
SGOV
ISHARES TR
7.95%311.9K$31.4Mnew2025-Q1: 3.4K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 311.9K shares
$100.52(-0.08%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
7.04%327.5K$27.8Mnew2025-Q1: 162.2K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 327.5K shares
$73.80(+21.85%)
2026-03-31
GOVT
ISHARES TR
5.84%1.01M$23.1Mnew2025-Q1: 255.7K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.01M shares
$22.97(-1.24%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
5.69%492.0K$22.5Mnew2025-Q1: 249.6K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 492.0K shares
$40.08(+24.93%)
2026-03-31
IVV
ISHARES TR
3.7%22.4K$14.6Mnew2025-Q1: 12.5K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 22.4K shares
$616.48(+21.40%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
3.6%176.4K$14.2Mnew2025-Q1: 90.7K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 176.4K shares
$68.87(+34.22%)
2026-03-31
GLDM
WORLD GOLD TR
2.97%126.4K$11.7Mnew2025-Q1: 72.2K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 126.4K shares
$70.70(+15.33%)
2026-03-31
PSC
PRINCIPAL EXCHANGE TRADED FD
2.47%170.5K$9.8Mnew2025-Q1: 84.4K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 170.5K shares
$53.76(+28.03%)
2026-03-31

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