Henderson Brothers Financial Partners, LLC: 13F holdings
CIK 20643292026Q2
| Positions | 77 |
|---|---|
| Reported value | $211.3m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 425,852 | $37.4m | 17.7% |
| FBND FIDELITY MERRIMACK STR TR | 782,427 | $35.6m | 16.8% |
| AVDE AMERICAN CENTY ETF TR | 169,952 | $15.2m | 7.2% |
| EWU SPDR INDEX SHS FDS | 250,263 | $12.6m | 6.0% |
| IVV ISHARES TR | 11,872 | $8.9m | 4.2% |
| AVEM AMERICAN CENTY ETF TR | 90,062 | $8.7m | 4.1% |
| GOVT ISHARES TR | 351,555 | $8.0m | 3.8% |
| PRINCIPAL EXCHANGE TRADED FD | 86,361 | $6.1m | 2.9% |
| HARTFORD FDS EXCHANGE TRADED | 131,048 | $5.1m | 2.4% |
| BNDX AMERICAN CENTY ETF TR | 96,635 | $4.9m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2064329")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.