Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Henderson Brothers Financial Partners, LLC (CIK 2064329) reported $211.3M across 77 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($37.4M, 17.72%), FBND ($35.6M, 16.85%), AVDE ($15.2M, 7.18%), SPDW ($12.6M, 5.97%), IVV ($8.9M, 4.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $37.4M | 17.72% | 425,852 | Trimmed |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $35.6M | 16.85% | 782,427 | Trimmed |
| 3 | AVDE | AMERICAN CENTY ETF TR | $15.2M | 7.18% | 169,952 | Trimmed |
| 4 | SPDW | SPDR INDEX SHS FDS | $12.6M | 5.97% | 250,263 | Trimmed |
| 5 | IVV | ISHARES TR | $8.9M | 4.21% | 11,872 | Trimmed |
| 6 | AVEM | AMERICAN CENTY ETF TR | $8.7M | 4.11% | 90,062 | Trimmed |
| 7 | GOVT | ISHARES TR | $8.0M | 3.79% | 351,555 | Trimmed |
| 8 | PSC | PRINCIPAL EXCHANGE TRADED FD | $6.1M | 2.87% | 86,361 | Trimmed |
| 9 | HMOP | HARTFORD FDS EXCHANGE TRADED | $5.1M | 2.43% | 131,048 | Trimmed |
| 10 | TAXF | AMERICAN CENTY ETF TR | $4.9M | 2.33% | 96,635 | Trimmed |
| 11 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.3M | 2.02% | 75,586 | Added |
| 12 | PTLC | PACER FDS TR | $4.2M | 1.97% | 71,352 | Trimmed |
| 13 | DIVB | ISHARES TR | $4.1M | 1.96% | 67,200 | Trimmed |
| 14 | GLDM | WORLD GOLD TR | $4.1M | 1.94% | 51,599 | Trimmed |
| 15 | AVMV | AMERICAN CENTY ETF TR | $3.6M | 1.72% | 45,038 | Trimmed |
| 16 | IEFA | ISHARES TR | $2.8M | 1.33% | 29,149 | Trimmed |
| 17 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $2.7M | 1.30% | 36,565 | Trimmed |
| 18 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.7M | 1.28% | 43,840 | Trimmed |
| 19 | AVGO | BROADCOM INC | $2.4M | 1.13% | 6,343 | Trimmed |
| 20 | DIVI | FRANKLIN TEMPLETON ETF TR | $2.3M | 1.09% | 53,747 | Trimmed |
| 21 | DKS | DICKS SPORTING GOODS INC | $2.2M | 1.04% | 9,692 | Trimmed |
| 22 | GPIX | GOLDMAN SACHS ETF TR | $2.2M | 1.02% | 38,900 | Trimmed |
| 23 | MEAR | ISHARES U S ETF TR | $1.7M | 0.82% | 34,286 | Trimmed |
| 24 | BBUS | J P MORGAN EXCHANGE TRADED F | $1.5M | 0.73% | 11,412 | Trimmed |
| 25 | QQQ | INVESCO QQQ TR | $1.5M | 0.70% | 2,010 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30