account_balance
Investment manager · 13F filer · SEC CIK 1696628
Shepherd Financial Partners LLC
Reported value$1.24Bas of Sep 30, 2026
Positions252 17 new, 21 sold out
Top 10 weight42.4%SPY alone is 6%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
6.2%
IVViShares Tr
5.9%Trimmed −16%
SPTMSPDR Series Trust
5.8%
DYNFBlackRock ETF Trust
4.9%Added +3%
IEFAiShares Tr
4.2%
SPYGSPDR Series Trust
4.1%
AAPLApple Inc.
3.5%
SPYVSPDR Series Trust
2.8%Added +3%
IEMGiShares Inc
2.7%Trimmed −10%
BAIBlackRock ETF Trust
2.3%−2%
IALTBlackRock ETF Trust
2.0%Added +34%
NVDANVIDIA Corp
1.7%
SPYSPDR S&P 500 ETF Trust
6.2%
IVViShares Tr
5.9%Trimmed −16%
SPTMSPDR Series Trust
5.8%
DYNFBlackRock ETF Trust
4.9%Added +3%
IEFAiShares Tr
4.2%
SPYGSPDR Series Trust
4.1%
AAPLApple Inc.
3.5%
SPYVSPDR Series Trust
2.8%
IEMGiShares Inc
2.7%
BAI2.3%
IALT
NVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 6.2% Held
IVV iShares Tr 5.9% Trimmed −16%
SPTM SPDR Series Trust 5.8% Held
DYNF BlackRock ETF Trust 4.9% Added +3%
IEFA iShares Tr 4.2% Held
SPYG SPDR Series Trust 4.1% Held
AAPL Apple Inc. 3.5% HeldSPYV SPDR Series Trust 2.8% Added +3%
IEMG iShares Inc 2.7% Trimmed −10%
BAI BlackRock ETF Trust 2.3% Trimmed −2%
IALT BlackRock ETF Trust 2.0% Added +34%
NVDA NVIDIA Corp 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
- CORO $20.1M
- INRO $17.6M
- SPHY $1.08M
- JEPI $1.03M
arrow_upwardAdded
- SHV +234%
- BLCR +67%
- IALT +34%
- IAU +28%
arrow_downwardTrimmed
- SPTL −52%
- SHLD −27%
- IVV −16%
- PZA −13%
remove_circleSold out
- MTUM $16.2M
- MBB $7.63M
- DXUV $1.01M
- DCOR $914K
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.