account_balance

Investment manager · 13F filer · SEC CIK 2064329

Henderson Brothers Financial Partners, LLC

Reported value$276Mas of Sep 30, 2026
Positions75 5 new, 7 sold out
Top 10 weight70.1%SPYM alone is 14%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
SPYM SPDR Series Trust 14.0% Held
FBND Fidelity Merrimack STR Tr 13.4% Added +9%
TSPA T Rowe Price Exchange-Traded 10.5% Added +4665%
JHCR John Hancock Exchange Traded 9.6% New
AVDE American Centy ETF Tr 5.9% Added +6%
SPDW SPDR Index SHS FDS 4.6% Held
GOVT iShares Tr 3.5% Added +27%
IVV iShares Tr 3.4% Added +5%
AVEM American Centy ETF Tr 3.2% Added +5%
HMOP Hartford FDS Exchange Traded 2.0% Added +16%
PSC Principal Exchange Traded Fd 2.0% Trimmed −3%
TAXF American Centy ETF Tr 1.9% Added +16%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 13, 2026 filing
add_circleNew
  • JHCR $26.4M
  • AGGH $1.98M
  • FMDE $337K
  • EFA $207K
arrow_upwardAdded
  • TSPA +4665%
  • DIVI +109%
  • BBUS +98%
  • VLU +88%
arrow_downwardTrimmed
  • MU −43%
  • PSC −3%
remove_circleSold out
  • AVMV $3.63M
  • IEF $1.45M
  • JAAA $1.07M
  • ROUS $209K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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