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Portfolio (Quarterly) Guide ↗

Henderson Brothers Financial Partners, LLC

· CIK 0002064329
13F Portfolio $395M AUM 105 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 35 New 67 Added 1 Reduced
Page 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVMV AMERICAN CENTY ETF TR 89,407.0 $6.6M 1.68% NEW $74.18 +10.5%
2 BBUS J P MORGAN EXCHANGE TRADED F 19,908.0 $2.3M 0.59% NEW $117.18 +19.0%
3 GARP ISHARES TR 17,390.0 $1.1M 0.28% NEW $63.97 +30.5%
4 VLU SPDR SERIES TRUST 5,046.0 $1.1M 0.28% NEW $214.98 +16.7%
5 EQIX EQUINIX INC Real Estate 533.0 $523K 0.13% NEW $980.42 +6.2%
6 VOO VANGUARD INDEX FDS 780.0 $466K 0.12% NEW $597.55 +18.9%
7 NEE NEXTERA ENERGY INC Utilities 4,545.0 $422K 0.11% NEW $92.88 -9.5%
8 VZ VERIZON COMMUNICATIONS INC Communication Services 7,672.0 $385K 0.10% NEW $50.20 +0.8%
9 JEPI J P MORGAN EXCHANGE TRADED F 6,756.0 $383K 0.10% NEW $56.68 +1.3%
10 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 1,700.0 $372K 0.09% NEW $218.72 -7.0%
11 VYM VANGUARD WHITEHALL FDS 2,234.0 $331K 0.08% NEW $148.09 +11.3%
12 SCHA SCHWAB STRATEGIC TR 10,754.0 $313K 0.08% NEW $29.08 +17.6%
13 GE GE AEROSPACE Industrials 1,088.0 $309K 0.08% NEW $283.88 +17.5%
14 PNC PNC FINL SVCS GROUP INC Financial Services 1,480.0 $308K 0.08% NEW $208.22 +17.8%
15 BLK BLACKROCK INC Financial Services 320.0 $308K 0.08% NEW $961.71 +17.1%
16 ABNB AIRBNB INC Consumer Cyclical 2,430.0 $307K 0.08% NEW $126.28 +46.7%
17 BUFR FIRST TR EXCHNG TRADED FD VI 8,782.0 $297K 0.07% NEW $33.77 +11.3%
18 SYY SYSCO CORP Consumer Defensive 4,040.0 $288K 0.07% NEW $71.33 +13.7%
19 VEA VANGUARD TAX-MANAGED FDS 4,488.0 $288K 0.07% NEW $64.08 +14.6%
20 EMXC ISHARES INC 3,572.0 $281K 0.07% NEW $78.66 +26.2%
Page 1 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.5%
Technology 23.5%
Consumer Cyclical 12.4%
Industrials 6.0%
Healthcare 4.8%
Communication Services 4.4%
Consumer Defensive 4.2%
Energy 2.9%
Basic Materials 2.3%
Utilities 1.2%