StockDriftsStockDriftsTop 50 Henderson Brothers Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 17.72% | 425.9K | $37.4M | -3.19%(-14.02K) | $68.12(+34.40%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 16.85% | 782.4K | $35.6M | -51.31%(-824.38K) | $45.57(-1.16%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 7.18% | 170.0K | $15.2M | -48.11%(-157.57K) | $73.80(+27.61%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 5.97% | 250.3K | $12.6M | -49.14%(-241.76K) | $40.08(+30.07%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.21% | 11.9K | $8.9M | -46.91%(-10.49K) | $616.48(+26.76%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 4.11% | 90.1K | $8.7M | -48.95%(-86.37K) | $68.87(+36.30%) | 2026-06-30 | |
| GOVT | ISHARES TR | 3.79% | 351.6K | $8.0M | -65.07%(-655.04K) | $22.97(-2.00%) | 2026-06-30 | |
| PSC | PRINCIPAL EXCHANGE TRADED FD | 2.87% | 86.4K | $6.1M | -49.34%(-84.11K) | $53.76(+31.13%) | 2026-06-30 | |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 2.43% | 131.0K | $5.1M | -46.26%(-112.83K) | $38.75(+0.09%) | 2026-06-30 | |
| TAXF | AMERICAN CENTY ETF TR | 2.33% | 96.6K | $4.9M | -47.58%(-87.70K) | $50.03(+0.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.79% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.95% |
Henderson Brothers Financial Partners LLC reports $211.25M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (17.7%), FBND (16.9%) and AVDE (7.2%). The top 20 holdings account for 83.2% of reported assets. Its disclosed equity book has returned +5.79% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Henderson Brothers Financial Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2064329). View Henderson Brothers Financial Partners LLC’s 13F filings on SEC