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Portfolio (Quarterly) Guide ↗

Henderson Brothers Financial Partners, LLC

· CIK 0002064329
13F Portfolio $211M AUM 77 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 1 Added 75 Reduced 29 Exited
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DLN WISDOMTREE TR 5,822.0 $561K 0.27% -6K -49.8% $96.32 +3.8%
42 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 796.0 $560K 0.27% -796.0 -50.0% $703.34 -3.3%
43 CSCO CISCO SYS INC Technology 4,636.0 $545K 0.26% -5K -54.0% $117.46 -6.6%
44 XOM EXXON MOBIL CORP Energy 3,968.0 $542K 0.26% -4K -49.8% $136.71 +20.4%
45 VTI VANGUARD INDEX FDS 1,383.0 $512K 0.24% -1K -49.1% $370.04 +1.4%
46 SGOV ISHARES TR 4,910.0 $494K 0.23% -307K -98.4% $100.67 -0.3%
47 IJR ISHARES TR 2,974.0 $441K 0.21% -3K -49.9% $148.29 -3.6%
48 LLY ELI LILLY & CO Healthcare 361.0 $433K 0.20% -403.0 -52.8% $1199.43 -3.3%
49 SPY STATE STR SPDR S&P 500 ETF T Financial Services 528.0 $394K 0.19% -356.0 -40.3% $746.77 +2.0%
50 MRK MERCK & CO INC Healthcare 3,051.0 $392K 0.19% -3K -50.9% $128.50 +16.7%
51 MA MASTERCARD INCORPORATED Financial Services 734.0 $377K 0.18% -376.0 -33.9% $513.60 +13.1%
52 META META PLATFORMS INC Communication Services 662.0 $373K 0.18% -737.0 -52.7% $563.29 +2.7%
53 IAU ISHARES GOLD TR Financial Services 4,653.0 $351K 0.17% -5K -49.6% $75.51 +7.7%
54 WMT WALMART INC Consumer Defensive 2,983.0 $338K 0.16% -3K -49.3% $113.27 -6.5%
55 JNJ JOHNSON & JOHNSON Healthcare 1,288.0 $327K 0.15% -1K -52.0% $253.97 +6.8%
56 LMT LOCKHEED MARTIN CORP Industrials 624.0 $318K 0.15% -473.0 -43.1% $509.58 +6.9%
57 TJX TJX COS INC NEW Consumer Cyclical 2,046.0 $310K 0.15% -3K -58.5% $151.50 -12.0%
58 EQIX EQUINIX INC Real Estate 295.0 $308K 0.15% -238.0 -44.6% $1042.59 -1.4%
59 PG PROCTER & GAMBLE CO Consumer Defensive 2,037.0 $299K 0.14% -1K -36.4% $146.66 -0.3%
60 ORCL ORACLE CORP Technology 2,032.0 $298K 0.14% -2K -47.3% $146.56 -3.6%
Page 3 of 4  ·  75 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 32.6%
Technology 28.3%
Consumer Cyclical 13.2%
Industrials 5.7%
Healthcare 5.6%
Consumer Defensive 4.5%
Communication Services 3.6%
Basic Materials 2.2%
Energy 2.2%
Real Estate 1.3%