Notify me when Shepherd Financial Partners LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 246 | $1,079,253,006 | +$52,332,625 | -$42,854,489 | +$9,478,136 | SPY, SPTM, DYNF, SPYG, IEFA | 13F-HR | 10 Feb 2026, 11:23 |
| Q3 2025 | 243 | $1,050,746,178 | +$76,110,915 | -$46,188,076 | +$29,922,839 | SPY, SPTM, DYNF, IEFA, SPYG | 13F-HR | 06 Nov 2025, 21:47 |
| Q2 2025 | 240 | $946,147,014 | +$62,346,486 | -$45,757,051 | +$16,589,435 | SPY, SPTM, IEFA, QUAL, SPYG | 13F-HR | 13 Aug 2025, 17:12 |
| Q1 2025 | 230 | $852,792,262 | +$254,393,897 | -$208,107,879 | +$46,286,018 | SPY, SPTM, IEFA, IVV, QUAL | 13F-HR | 18 Apr 2025, 17:03 |
| Q4 2024 | 220 | $836,275,194 | +$18,614,088 | -$15,395,628 | +$3,218,460 | SPY, SPTM, IEFA, IWO, VBR | 13F-HR | 28 Jan 2025, 12:20 |
| Q3 2024 | 216 | $831,432,963 | +$26,800,354 | -$15,187,753 | +$11,612,601 | SPY, SPTM, IEFA, VBR, IWO | 13F-HR | 28 Oct 2024, 15:24 |
| Q2 2024 | 214 | $775,493,043 | +$21,039,428 | -$18,108,471 | +$2,930,957 | SPY, SPTM, IEFA, VBR, IWO | 13F-HR | 07 Aug 2024, 19:39 |
| Q1 2024 | 215 | $763,960,366 | +$24,159,469 | -$15,368,292 | +$8,791,177 | SPY, SPTM, IEFA, RSP, VBR | 13F-HR | 22 Apr 2024, 19:58 |
| Q4 2023 | 210 | $703,433,561 | +$57,708,023 | -$58,813,310 | -$1,105,287 | SPY, SPTM, IEFA, RSP, VBR | 13F-HR | 12 Feb 2024, 17:25 |
| Q3 2023 | 188 | $637,356,789 | +$31,699,924 | -$12,308,225 | +$19,391,699 | SPY, SPTM, IEFA, VBR, IWO | 13F-HR | 08 Nov 2023, 17:13 |
| Q2 2023 | 186 | $644,739,976 | +$36,721,154 | -$23,616,344 | +$13,104,810 | SPY, SPTM, IEFA, VBR, IWO | 13F-HR | 11 Aug 2023, 16:35 |
| Q1 2023 | 179 | $598,157,628 | +$66,884,010 | -$50,147,999 | +$16,736,011 | SPY, SPTM, IEFA, VBR, IWO | 13F-HR | 01 May 2023, 20:51 |
| Q4 2022 | 169 | $552,564,593 | +$32,390,064 | -$27,304,702 | +$5,085,362 | SPY, SPTM, IEFA, VBR, IWO | 13F-HR | 14 Feb 2023, 15:32 |
| Q3 2022 | 165 | $512,692,000 | +$113,555,438 | -$77,848,350 | +$35,707,088 | SPY, SPTM, IEFA, VBR, IWO | 13F-HR | 09 Nov 2022, 14:59 |
| Q2 2022 | 161 | $513,611,000 | +$110,664,695 | -$64,659,397 | +$46,005,298 | SPY, SPTM, VTV, VBR, IGIB | 13F-HR | 15 Aug 2022, 10:34 |
| Q1 2022 | 158 | $560,074,000 | +$49,483,936 | -$34,792,336 | +$14,691,600 | SPY, SPTM, VTV, QQQ, VBR | 13F-HR | 13 May 2022, 17:18 |
| Q4 2021 | 152 | $575,906,000 | +$34,191,323 | -$16,454,250 | +$17,737,073 | SPY, SPTM, VTV, QQQ, SRLN | 13F-HR | 14 Feb 2022, 15:01 |
| Q3 2021 | 149 | $517,892,000 | +$26,721,807 | -$30,495,977 | -$3,774,170 | SPY, SPTM, VTV, SRLN, QQQ | 13F-HR | 15 Nov 2021, 11:34 |
| Q2 2021 | 146 | $525,797,000 | +$71,028,650 | -$30,084,408 | +$40,944,242 | SPY, SPTM, VTV, AGG, QQQ | 13F-HR | 16 Aug 2021, 14:02 |
| Q1 2021 | 141 | $451,738,000 | +$62,616,620 | -$63,554,445 | -$937,825 | SPY, SPTM, VTV, QQQ, TLT | 13F-HR | 14 May 2021, 16:04 |
| Q4 2020 | 130 | $438,463,000 | +$45,984,560 | -$73,835,892 | -$27,851,332 | SPY, SPTM, QUAL, QQQ, AAPL | 13F-HR | 12 Feb 2021, 21:52 |
| Q3 2020 | 128 | $425,192,000 | +$54,159,889 | -$16,804,682 | +$37,355,207 | SPY, SPTM, SPLG, QUAL, IEF | Restatement | 16 Nov 2020, 11:59 |
| Q2 2020 | 123 | $368,700,000 | +$47,305,318 | -$23,986,166 | +$23,319,152 | SPY, SPTM, SPLG, QUAL, IEF | 13F-HR | 05 Aug 2020, 10:48 |
| Q1 2020 | 116 | $288,822,000 | +$26,973,228 | -$93,746,760 | -$66,773,532 | SPY, SPTM, SPLG, QUAL, QQQ | 13F-HR | 07 May 2020, 15:44 |
| Q4 2019 | 125 | $430,119,000 | +$29,854,805 | -$33,098,427 | -$3,243,622 | SPY, SPTM, SPLG, MDY, QUAL | 13F-HR | 31 Jan 2020, 07:26 |
| Q3 2019 | 125 | $398,879,000 | +$13,914,288 | -$152,258,668 | -$138,344,380 | SPY, SPTM, SPLG, MDY, SHY | 13F-HR | 25 Nov 2019, 11:39 |
| Q2 2019 | 127 | $532,345,000 | +$15,863,682 | -$17,978,052 | -$2,114,370 | SPY, SPTM, SPLG, MDY, SHY | 13F-HR | 05 Aug 2019, 12:49 |
| Q1 2019 | 124 | $516,014,000 | +$19,608,421 | -$20,164,307 | -$555,886 | SPY, SPTM, SPLG, MDY, SHY | 13F-HR | 29 Apr 2019, 17:01 |
| Q4 2018 | 123 | $459,657,000 | +$94,686,899 | -$37,862,455 | +$56,824,444 | SPY, SPTM, SPLG, MDY, SHV | 13F-HR | 07 Feb 2019, 17:17 |
| Q3 2018 | 127 | $440,644,000 | $0 | -$404,758 | -$404,758 | SPY, SPTM, SPLG, MDY, XLK | 13F-HR | 16 Oct 2018, 11:37 |
| Q2 2018 | 128 | $444,578,000 | +$46,151,338 | -$21,415,020 | +$24,736,318 | SPY, SPTM, SPLG, MDY, XLK | 13F-HR | 01 Aug 2018, 17:31 |
| Q1 2018 | 113 | $406,075,000 | +$12,785,047 | -$29,134,060 | -$16,349,013 | SPY, SPTM, SPLG, MDY, XLK | 13F-HR | 01 May 2018, 08:53 |
| Q4 2017 | 108 | $426,073,000 | +$104,884,777 | -$26,283,198 | +$78,601,579 | SPY, SPTM, SPLG, MDY, XLK | 13F-HR | 14 Feb 2018, 12:18 |
| Q3 2017 | 111 | $430,582,000 | +$18,732,525 | -$15,279,556 | +$3,452,969 | SPY, SPTM, SPLG, MDY, XLK | 13F-HR | 13 Nov 2017, 12:20 |
| Q2 2017 | 107 | $409,539,000 | +$26,498,003 | -$15,038,073 | +$11,459,930 | SPY, SPTM, SPLG, MDY, XLK | 13F-HR | 14 Aug 2017, 09:33 |
| Q1 2017 | 106 | $385,463,000 | +$31,338,815 | -$13,447,208 | +$17,891,607 | SPY, SPTM, SPLG, MDY, XLK | 13F-HR | 08 May 2017, 16:59 |
| Q4 2016 | 104 | $352,592,000 | $0 | $0 | $0 | SPY, SPTM, SPLG, MDY, XLK | Restatement | 17 Feb 2017, 16:43 |