Shepherd Financial Partners Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationwinchester, MA
- CIK0001696628
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
240 | $946.15 M | SPY, SPDR SER TR, IEFA, QUAL | 13F-HR | Aug 13, 2025 | 000108514625005028 | ||
230 | $852.79 M | SPY, SPDR SER TR, IEFA, IVV | 13F-HR | Apr 18, 2025 | 000108514625002194 | ||
220 | $836.28 M | SPY, SPDR SER TR, IEFA, IWO | 13F-HR | Jan 28, 2025 | 000108514625000526 | ||
216 | $831.43 M | SPY, SPDR SER TR, IEFA, VBR | 13F-HR | Oct 28, 2024 | 000108514624005190 | ||
214 | $775.49 M | SPY, SPDR SER TR, IEFA, VBR | 13F-HR | Aug 8, 2024 | 000108514624003586 | ||
215 | $763.96 M | SPY, SPDR SER TR, IEFA, RSP | 13F-HR | Apr 23, 2024 | 000108514624001971 | ||
210 | $703.43 M | SPY, SPDR SER TR, IEFA, RSP | 13F-HR | Feb 12, 2024 | 000108514624001125 | ||
188 | $637.36 M | SPY, SPDR SER TR, IEFA, VBR | 13F-HR | Nov 8, 2023 | 000108514623004223 | ||
186 | $644.74 M | SPY, SPDR SER TR, IEFA, VBR | 13F-HR | Aug 11, 2023 | 000108514623003268 | ||
179 | $598.16 M | SPY, SPDR SER TR, IEFA, VBR | 13F-HR | May 2, 2023 | 000108514623001990 | ||
169 | $552.57 M | SPY, SPDR SER TR, IEFA, VBR | 13F-HR | Feb 14, 2023 | 000108514623001288 | ||
165 | $512.69 M | SPY, SPDR SER TR, IEFA, VBR | 13F-HR | Nov 9, 2022 | 000108514622003867 | ||
161 | $513.61 M | SPY, SPDR SER TR, VTV, VBR | 13F-HR | Aug 15, 2022 | 000108514622003063 | ||
158 | $560.07 M | SPY, SPDR SER TR, VTV, NDQ | 13F-HR | May 13, 2022 | 000108514622002085 | ||
152 | $575.91 M | SPY, SPDR SER TR, VTV, NDQ | 13F-HR | Feb 14, 2022 | 000108514622001040 | ||
149 | $517.89 M | SPY, SPDR SER TR, VTV, SRLN | 13F-HR | Nov 15, 2021 | 000108514621003310 | ||
146 | $525.80 M | SPY, SPDR SER TR, VTV, AGG | 13F-HR | Aug 16, 2021 | 000108514621002570 | ||
141 | $451.74 M | SPY, SPDR SER TR, VTV, NDQ | 13F-HR | May 14, 2021 | 000108514621001685 | ||
130 | $438.46 M | SPY, SPDR SER TR, QUAL, NDQ | 13F-HR | Feb 16, 2021 | 000108514621000777 | ||
128 | $425.19 M | SPY, SPDR SER TR, KRE, QUAL | RESTATEMENT | Nov 16, 2020 | 000108514620003024 | ||
123 | $368.70 M | SPY, SPDR SER TR, KRE, QUAL | 13F-HR | Aug 5, 2020 | 000108514620002009 | ||
116 | $288.82 M | SPY, SPDR SER TR, KRE, QUAL | 13F-HR | May 7, 2020 | 000108514620001324 | ||
125 | $430.12 M | SPY, SPDR SER TR, KRE, MDY | 13F-HR | Jan 31, 2020 | 000108514620000343 | ||
125 | $398.88 M | SPY, SPDR SER TR, KRE, MDY | 13F-HR | Nov 25, 2019 | 000108514619003042 | ||
127 | $532.35 M | SPY, SPDR SER TR, KRE, MDY | 13F-HR | Aug 5, 2019 | 000108514619002069 | ||
124 | $516.01 M | SPY, SPDR SER TR, KRE, MDY | 13F-HR | Apr 29, 2019 | 000108514619001269 | ||
123 | $459.66 M | SPY, SPDR SER TR, KRE, MDY | 13F-HR | Feb 7, 2019 | 000108514619000391 | ||
127 | $442.76 M | SPY, SPDR SER TR, KRE, MDY | 13F-HR | Oct 16, 2018 | 000108514618002332 | ||
128 | $444.58 M | SPY, SPDR SER TR, KRE, MDY | 13F-HR | Aug 2, 2018 | 000108514618001804 | ||
113 | $406.07 M | SPY, SPDR SER TR, KRE, MDY | 13F-HR | May 1, 2018 | 000108514618001186 | ||
108 | $426.07 M | SPY, SPDR SER TR, KRE, MDY | 13F-HR | Feb 14, 2018 | 000108514618000778 | ||
111 | $430.58 M | SPY, SPDR SER TR, KRE, MDY | 13F-HR | Nov 13, 2017 | 000108514617002317 | ||
107 | $409.54 M | SPY, SPDR SER TR, KRE, MDY | 13F-HR | Aug 14, 2017 | 000108514617001824 | ||
106 | $385.46 M | SPY, SPDR SER TR, KRE, MDY | 13F-HR | May 8, 2017 | 000108514617001126 | ||
104 | $352.59 M | SPY, SPDR SER TR, KRE, MDY | RESTATEMENT | Feb 17, 2017 | 000108514617000825 |