StockDriftsStockDriftsTop 50 Shepherd Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.04% | 114.5K | $85.7M | +68.77%(+46.64K) | $620.55(+25.52%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.23% | 101.6K | $75.9M | -0.09%(-96) | $272.65(+184.38%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 5.71% | 765.4K | $69.5M | +2.51%(+18.74K) | $36.19(+160.57%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.83% | 864.1K | $58.8M | +3.98%(+33.11K) | $52.17(+34.49%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.24% | 534.5K | $51.6M | -8.91%(-52.27K) | $68.91(+47.03%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.99% | 408.0K | $48.6M | +0.70%(+2.83K) | $83.69(+46.81%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.12% | 131.0K | $37.9M | -0.45%(-590) | $99.26(+207.65%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.1% | 455.4K | $37.7M | -15.49%(-83.46K) | $54.53(+51.54%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.76% | 552.0K | $33.6M | -22.58%(-160.98K) | $52.46(+20.89%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 2.68% | 618.7K | $32.6M | -0.68%(-4.26K) | $29.57(+58.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.11% | +60.60% | +9.09% | +54.50% |
| Top 20 Holdings Unweighted | +18.27% | +65.44% | +8.37% | +49.44% |
Shepherd Financial Partners LLC reports $1.22B in US-listed equity holdings across 256 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.0%), SPY (6.2%) and SPTM (5.7%). The top 20 holdings account for 58.9% of reported assets. Its disclosed equity book has returned +60.60% on a three-year cumulative basis. 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 Shepherd Financial Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1696628). View Shepherd Financial Partners LLC’s 13F filings on SEC