Henderson Brothers Financial Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed February 10, 2026), Henderson Brothers Financial Partners, LLC reported 72 stock positions worth $199.6 million. Its top holding was Fidelity Total Bond ETF (FBND) at 17.0% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 16.4%) and Avantis International Equity (AVDE, 6.7%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0002064329
- Portfolio Value
- $199.6M (Q1 2025)
- SEC Filing
- 0002064329-26-000002 ↗ filed Feb 10, 2026
Holdings Value
Holdings 72 stocks · $199.6M
| FBND Fidelity Total Bond ETF | 17.03% | 738,393 | $34.0M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 16.44% | 409,057 | $32.8M | — |
| AVDE Avantis International Equity | 6.69% | 162,181 | $13.4M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 5.55% | 249,561 | $11.1M | — |
| IVV iShares Core S&P 500 ETF | 4.30% | 12,541 | $8.6M | — |
| ROUS Hartford Multifact US Eqty | 3.51% | 121,409 | $7.0M | — |
| AVEM Avantis Emerging Markets Eq | 3.50% | 90,657 | $7.0M | — |
| GLDM SPDR Gold Minishares Trust | 3.09% | 72,209 | $6.2M | — |
| STIP iShares 0-5 Year Tips Bond E | 2.95% | 57,600 | $5.9M | — |
| GOVT iShares US Treasury Bond ETF | 2.95% | 255,729 | $5.9M | — |
| USMC Principal US Mega-Cap ETF | 2.66% | 77,575 | $5.3M | — |
| PSC Principal US Small-Cap ETF | 2.44% | 84,376 | $4.9M | — |
| HMOP Hartford Municipal Opp ETF | 2.21% | 112,550 | $4.4M | — |
| TAXF American Century Diver Muni | 2.15% | 85,214 | $4.3M | — |
| DIVB iShares Core Dividend ETF | 1.76% | 65,980 | $3.5M | — |
| PTLC Pacer Trendpilot US Large Ca | 1.70% | 61,078 | $3.4M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.34% | 30,010 | $2.7M | — |
| JHMM John Hancock Multi Fact Mid | 1.21% | 36,901 | $2.4M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.19% | 40,976 | $2.4M | — |
| AVGO Broadcom Inc. | 1.19% | 6,841 | $2.4M | — |
| DKS Dick's Sporting Goods Inc. | 1.08% | 10,880 | $2.2M | — |
| DIVI Franklin International Core | 1.03% | 53,076 | $2.1M | — |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.96% | 36,353 | $1.9M | — |
| IEF iShares 7-10 Year Treasury B | 0.75% | 15,519 | $1.5M | — |
| MEAR Ishrs Short Mat Muni Act ETF | 0.74% | 29,495 | $1.5M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.68% | 2,215 | $1.4M | — |
| NVDA Nvidia Corp. | 0.63% | 6,720 | $1.3M | — |
| GOOG Alphabet Inc. Class C | 0.62% | 3,963 | $1.2M | — |
| PTIN Pacer Trendpilot Intl ETF | 0.55% | 35,083 | $1.1M | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.49% | 19,324 | $977K | — |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.47% | 49,171 | $938K | — |
| AAPL Apple Inc. | 0.46% | 3,357 | $913K | — |
| AMZN Amazon.com Inc. | 0.45% | 3,867 | $893K | — |
| MSFT Microsoft Corp. | 0.44% | 1,822 | $881K | — |
| JPM JPMorgan Chase & Co. | 0.34% | 2,090 | $673K | — |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.34% | 35,287 | $673K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 1,305 | $656K | — |
| MU Micron Technology Inc. | 0.27% | 1,886 | $538K | — |
| DLN Wisdomtree US Largecap Divid | 0.25% | 5,771 | $508K | — |
| XOM Exxon Mobil Corp. | 0.25% | 4,083 | $491K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 1,441 | $483K | — |
| MDY State Street SPDR S&P Midcap | 0.24% | 796 | $480K | — |
| LLY Eli Lilly & Co. | 0.22% | 416 | $447K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 2,881 | $443K | — |
| META Meta Platforms Inc. Class A | 0.21% | 631 | $417K | — |
| CAT Caterpillar Inc. | 0.20% | 687 | $394K | — |
| CSCO Cisco Systems Inc. | 0.20% | 5,075 | $391K | — |
| IAU iShares Gold Trust | 0.19% | 4,613 | $374K | — |
| IJR iShares Core S&P Small-Cap E | 0.18% | 2,963 | $356K | — |
| T AT&T Inc. | 0.18% | 14,188 | $352K | — |
| ORCL Oracle Corp. | 0.18% | 1,800 | $351K | — |
| SGOV iShares 0-3 Month Treasury B | 0.17% | 3,427 | $344K | — |
| WMT Walmart Inc. | 0.17% | 3,085 | $344K | — |
| MRK Merck & Co. Inc. | 0.17% | 3,170 | $334K | — |
| MA Mastercard Inc. Class A | 0.16% | 543 | $310K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 442 | $301K | — |
| PH Parker Hannifin Corp. | 0.15% | 334 | $294K | — |
| JNJ Johnson & Johnson | 0.14% | 1,378 | $285K | — |
| V Visa Inc. Class A | 0.14% | 811 | $284K | — |
| PEP Pepsico Inc. | 0.14% | 1,936 | $278K | — |
| GOOGL Alphabet Inc. Class A | 0.14% | 875 | $274K | — |
| ACGL Arch Capital Group Ltd. | 0.14% | 2,815 | $270K | — |
| LMT Lockheed Martin Corp. | 0.13% | 551 | $267K | — |
| DGRW Wisdomtree U.S. Quality Divi | 0.12% | 2,779 | $249K | — |
| VMC Vulcan Materials Co. | 0.12% | 820 | $234K | — |
| PG The Procter & Gamble Co. | 0.12% | 1,610 | $231K | — |
| WM Waste Management Inc. | 0.11% | 1,042 | $229K | — |
| MCK McKesson Corp. | 0.11% | 268 | $220K | — |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 1,081 | $207K | — |
| FERG Ferguson Enterprises Inc. | 0.10% | 913 | $203K | — |
| ARIS Aris Mining Corp. filed as ARIS MNG CORP | 0.10% | 12,000 | $195K | — |
| EQX Equinox Gold Corp. | 0.08% | 11,025 | $155K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.