Shepherd Financial Partners LLC — 13F holdings

Shepherd Financial Partners LLC reported 256 holdings worth $1.22B in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. IVV ISHARES TR — $85.7M (7.0%)
2. SPY SPDR S&P 500 ETF TR — $75.9M (6.2%)
3. SPTM SPDR SERIES TRUST — $69.5M (5.7%)
4. DYNF BLACKROCK ETF TRUST — $58.8M (4.8%)
5. IEFA ISHARES TR — $51.6M (4.2%)
6. SPYG SPDR SERIES TRUST — $48.6M (4.0%)
7. AAPL APPLE INC — $37.9M (3.1%)
8. IEMG ISHARES INC — $37.7M (3.1%)
9. SPYV SPDR SERIES TRUST — $33.6M (2.8%)
10. BAI BLACKROCK ETF TRUST — $32.6M (2.7%)