Shepherd Financial Partners LLC
All 13F Filings
- Location
- Winchester, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,216,857
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 256 | 1,216,857 | 13F-HR | Shepherd Financial Partners LLC |
| 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 | 370.5 K | 30.4% | 39.16 K | 0 | 39.16 K |
| ETFs | 845.6 K | 69.5% | 123.8 K | 0 | 123.8 K |
| Debt | 737 | 0.1% | 0 | 233 | -233 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
1,216,857
Holdings
256
QoQ value change ($000)
162,701
(15.4%)
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.