Shepherd Financial Partners LLC
All 13F Filings
- Location
- Winchester, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,054,156
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 240 | 1,054,156 | 13F-HR | Shepherd Financial Partners LLC |
| Q4 2025 | 2/10/2026 | 246 | 1,079,253 | 13F-HR | Shepherd Financial Partners LLC |
| Q3 2025 | 11/7/2025 | 243 | 1,050,746 | 13F-HR | Shepherd Financial Partners LLC |
| Q2 2025 | 8/13/2025 | 240 | 946,147 | 13F-HR | Shepherd Financial Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 331.3 K | 31.4% | 0 | 500.9 K | -500.9 K |
| ETFs | 721.8 K | 68.5% | 480 K | 0 | 480 K |
| Debt | 970 | 0.1% | 0 | 84 | -84 |
| Other | 0 | 0.0% | 0 | 4.114 K | -4.114 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
1,054,156
Holdings
240
QoQ value change ($000)
-25,097
(-2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.