Shepherd Financial Partners LLC
•CIK: 1696628•Filing: Q4 2025
**Shepherd Financial Partners LLC** manages $1.1B across a diversified portfolio of 246 positions. The fund exhibits a notable allocation to broad market indices, with top holdings including SPY at $69.4M and SPTM at $59.4M. Significant exposure is also maintained across sector and international plays, evidenced by positions in DYNF ($48.4M) and IEFA ($40.3M). This structure suggests a core strategy focused on capturing systematic market beta while selectively overweighting key growth and international segments.
Total AUM
$1.1B
QoQ Performance
+2.7%
Positions
174
Top 10 Concentration
40.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPTM
SPY6.4%
SPTM5.5%
DYNF4.5%
SPYG3.8%
IEFA3.7%
SPYV3.7%
IEMG3.6%
AAPL3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.4%
Technology12.7%
ETF9.5%
Consumer4.1%
Financial4.0%
Healthcare2.5%
Industrial1.9%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
+43 more exited positions
Changes from Q3 2025
NEW5 new positions
↑76 increased
↓93 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023